Senior Financial Analyst, FP&A
Kinetico Incorporated
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Benefits offered by this job
Job summary
Kinetico Incorporated in Newbury, OH, seeks a Senior Financial Analyst, FP&A to provide insights that support strategic decisions and drive data accuracy. You will partner with business units, lead budgeting, forecasting, and reporting, and mentor junior analysts while driving process improvements.
The role requires 5+ years of financial analysis experience, strong Excel and ERP/BI skills, GAAP knowledge, and the ability to translate complex data into clear recommendations for senior leadership.
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related discipline
- 5+ years of relevant financial analysis experience
- Master’s degree or professional certifications (CPA, CMA, CFA) preferred
- Experience in a medium-to-large multinational manufacturing company preferred
- Public Accounting experience preferred
- Knowledge of JD Edwards ERP and ReportsNow (or similar ERP/reporting tools)
- Strong understanding of GAAP, accounting standards, and business operations
- Advanced Excel skills with pivot tables and complex formulas
- Proficiency with financial modeling tools and techniques
- Experience with data analysis tools such as Excel, SQL, Power BI, or Tableau
- Experience with Data Warehouse environments and data querying tools
- Excellent analytical and communication skills
- Experience mentoring financial analysts
- Ability to influence decision-making and drive process improvements
Responsibilities
- Finance business partner for specific business units to improve financial performance
- Mentor and develop Financial Analysts
- Analyze financial data to identify trends and provide actionable insights
- Evaluate and improve financial processes for data collection and reporting
- Support FP&A Director on value-adding opportunities and strategic analysis
- Deliver standardized analytical tools to enhance decision-making
- Support data reporting and budgeting processes
- Coordinate monthly segment reports (actuals, budget, forecast) and optimize reporting pipelines
- Collaborate with Sales, Marketing, IT, R&D to gather data for analysis
- Identify financial risks and opportunities and provide proactive recommendations
- Provide direction and review of Analysts’ work
Skills
Education
Tools
Job description
Kinetico believes in treating its employees with respect. They play a vital role in enabling our innovation, growth and success. We strive to provide them with opportunities to grow in a motivating environment.
The Senior Financial Analyst, FP&A provides valuable insights to support strategic business decision-making by leveraging advanced analytical skills, financial expertise, and technological proficiency to enhance data accuracy, optimize existing processes, and deliver clear, concise insights and recommendations to key business leaders.
- Operates as the finance business partner for specific business units, to drive improved financial performance and decision-making.
- Manages and develops Financial Analysts by setting clear performance expectations, measuring results, fostering engagement, and addressing employee relations matters as needed.
- Conducts thorough analysis of financial data to identify trends, anomalies, and areas for improvements. Interpret complex financial information to provide insight and actionable recommendations to enhance revenue growth.
- Evaluates existing financial processes and recommends improvements to enhance efficiency and accuracy for data collection, analysis, and reporting.
- Supports Director, FP&A on opportunities to improve shareholder value, including integration, benchmarking, and strategic analysis.
- Supports the delivery of standardized analytical tools that enhance management information and decision-making capabilities.
- Leverages digital transformation for data reporting and analytical information delivery for the segment, including support for business modeling, forecasting, and budgeting processes.
- Oversee the coordination and review of monthly segment financial reports (actuals, budget, forecast). Identifies future system capabilities to automate and reduce the time required for their creation if sublevel reports are necessary.
- Works closely with Sales, Marketing, IT, R&D and other teams to gather relevant data and insight into comprehensive business analysis, implementation of analytical solutions, and ensure data integrity.
- Identifies financial risks and opportunities, provides proactive recommendations to mitigate risks and capitalize on opportunities.
- Provides direction, mentorship, and review of work produced by Financial Analysts to ensure accuracy, development, and high-quality deliverables.
This list of responsibilities is not exhaustive. Other duties may be required to be undertaken which fall within the scope and general level of responsibility attached to the role.
What you will need to succeed:
- Required: Bachelor’s degree in Finance, Accounting, or a related discipline
- Required: 5+ years of relevant financial analysis experience
- Preference: Master’s degree or professional certifications such as CPA, CMA, or CFA
- Preference: Previous experience in a medium-to-large multinational manufacturing company
- Preference: Public Accounting experience
- Preference: Knowledge of JD Edwards ERP and ReportsNow (or similar ERP/reporting tools)
- Strong understanding of financial principles, GAAP, accounting standards, and business operations; ability to apply financial, economic, and investment concepts.
- Advanced Microsoft Excel skills, including pivot tables, complex formulas, and data manipulation.
- Proficiency with financial modeling tools and techniques.
- Advanced proficiency with data analysis tools and software such as Excel, SQL, ReportsNow, Power BI, or Tableau.
- Experience working with Data Warehouse environments and data querying tools.
- Exceptional analytical and problem-solving skills with the ability to interpret and synthesize complex financial and operational data.
- Strong planning, prioritization, and organizational skills.
- Strong business acumen and ability to identify risks, opportunities, and value-creation initiatives.
- Ability to support continuous improvement in financial processes, reporting, and data integrity.
- Excellent written and verbal communication skills, with the ability to translate complex information for both financial and non-financial audiences.
- Proven ability to collaborate effectively with cross-functional teams, senior leadership, and business partners.
- Demonstrated ability to mentor, guide, and support the development of Financial Analysts.
- Capability to influence decision-making, drive process improvements, and lead analytical initiatives across the organization.
- Completes projects according to schedule.
- Tests are performed accurately.
- Proper use of tools and equipment.
- Salaried, Exempt
- Up to 10%
- Newbury, OH
- Medical, Dental, Vision and Prescription Drug Insurance Coverage
- Employer Provided Life Insurance, Short-Term and Long-Term Disability Benefits
- 401(k) Contribution Matching Program
- Employer Funded Defined Contribution Plan
- Paid Vacation, Holidays and Community Service Volunteer Time-off Benefit
- Wellness Program
- Educational Assistance Reimbursement Program
Founded in 1970, Kinetico was started by two engineers who pioneered the development of non-electric, fully automatic water treatment systems. Evolving from the Tangent Company, a small consulting design firm, Kinetico soon became a global organization of independent dealers, international distributors representing nearly 100 countries. Through the dedication of its founders, employees and distribution network, Kinetico has experienced tremendous success. The company has grown from a two-man, creative undertaking into a strong and dynamic organization.
Innovative technology and a strong commitment to customer satisfaction have distinguished the company and positioned Kinetico as a leader in today’s ever-changing water treatment industry manufacturing water softeners, along with a wide range of systems that improve water quality for general use, as well as those that provide high-quality drinking water for consumption. Kinetico products are Third Party certified to confirm quality and performance and complimented by the most comprehensive warranties in the industry.
Kinetico is part of the Axel Johnson Group of companies, a global organization and fifth generation company that continues to be successful in developing leading businesses.
Kinetico Incorporated is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act*), or any other legally protected status, with respect to employment opportunities.
E-Verify: We verify the identity and employment authorization of individuals hired for employment in the United States.
Founded in 1970, Kinetico was started by two engineers who pioneered the development of non-electric, fully automatic water treatment systems. Evolving from the Tangent Company, a small consulting design firm, Kinetico soon became a global organization of independent dealers, international distributors representing nearly 100 countries. Through the dedication of its founders, employees and distribution network, Kinetico has experienced tremendous success. The company has grown from a two-man, creative undertaking into a strong and dynamic organization.
Innovative technology and a strong commitment to customer satisfaction have distinguished the company and positioned Kinetico as a leader in today’s ever-changing water treatment industry manufacturing water softeners, along with a wide range of systems that improve water quality for general use, as well as those that provide high-quality drinking water for consumption. Kinetico products are Third Party certified to confirm quality and performance and complimented by the most comprehensive warranties in the industry.
Kinetico is part of the Axel Johnson Group of companies, a global organization and fifth generation company that continues to be successful in developing leading businesses.
Kinetico Incorporated is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act*), or any other legally protected status, with respect to employment opportunities.
E-Verify: We verify the identity and employment authorization of individuals hired for employment in the United States.
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