Senior Financial Planning Analyst

Interoceanic Corporation; City of White Plains (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading company in the fertilizer industry seeks an experienced Financial Analyst to enhance its financial operations. The role involves creating accurate forecasts, developing strategic budgets, and performing in-depth financial analysis to drive growth. Ideal candidates will possess a graduate degree in Finance or Economics and have significant experience in corporate finance, with strong analytical and presentation skills. Join a team committed to service excellence and innovation in a dynamic market environment.

Qualifications

• 5+ years of experience in FP&A, corporate finance, or investment banking.
• Strong technical expertise in financial modelling, planning, and forecasting.
• Ability to multi-task and work independently while collaborating with others.

Responsibilities

• Prepare financial analyses and business analyses of financial statements.
• Develop strategic plans and monitor actual performance against budgets.
• Conduct valuation of prospective third-party acquisitions.

Skills

Financial modelling

Planning

Forecasting

Analytical skills

Collaboration

Attention to detail

Presentation skills

Self-driven

Education

Graduate Degree in Finance or Economics

MBA preferred

Tools

Power BI

Power Point

Tableau

Job description

Interoceanic Corporation (IOC) is a marketer and distributor of fertilizer products. We have cultivated a solid network and have operational capacity spanning decades of domestic and international exposure. Combining our global market experience and service-first philosophy, we've helped our customers grow since 1983. Rooted in industry traditions, our business is grounded in excellent service. The IOC family of companies is always growing. At the same time, our unique entrepreneurial spirit propels the scope of our capabilities while offering our highly valued employees the opportunity to grow, develop and showcase their individual talents.

General Responsibilities:

Prepare financial analysis and business analysis of financial statements (IOC and all affiliates) and internal capital investments, as well as valuation of external investments (acquisitions/mergers) and the review of potential returns (IRR), payback period, discounted cash flow, etc., on such external investments. Preparation of budgets, forecasts, and projections for sales, contribution margin (netback), EBIT and other critical financial measures. Responsible for the development of performance metrics/scorecards to measure business performance against expectations and prior year results.

Specific Duties:

• Develop strategic plan for IOC based on the long-term mission and objectives of the company, competitor information, size of US and global markets for key products and industries, growth projections of those industries, etc.
• Develop Sales (tons and revenue) and EBIT budgets and forecasts twelve months out, and for fiscal year. Monitor and explain actual performance against those budgets and forecasts.
• Monthly trend analysis of financial statements for consolidated reporting of all entities and preparation of a monthly report explaining current months results versus trend, budget, and prior year.
• Development of a performance scorecard with key performance metrics for financial, commercial, and operational performance of the company.
• Sales trend analysis for all key products in the form of an internal report to be shared and used by commercial management.
• Determine valuation of prospective third-party acquisitions of businesses or assets to be acquired or merged into IOC/PCI business.
• Prepare financial and economic return (IRR; payback period; RONA/ROCE, DCF, etc.) on both internal investments/capital spending, and external investments (acquisitions, mergers), and work with commercial management for justification of such investments.
• Preparation of market analysis (upon request) for products and industries that we serve.
• Implementation of third-party financial analysis reporting tools such as Tableau, PowerBI as well as potential future budgeting and forecasting software solutions.
• Develop a consolidated database of historical financial data from various systems to facilitate future analytics of business performance of prior year results.

Cross Functional Duties

• Work with sales and operations to prepare budgets and forecasts for EBIT, Cash flow, contribution margin, etc.
• Preparation of strategic plan and market analysis, competitor analysis utilizing data gathered from sales force customer service, and operations
• Collaborate with all key functions in valuation of acquisitions and pre-acquisition financial analysis

Qualification Requirements:

• 5+ years of experience in FP&A, corporate finance, investment banking, or related fields, preferably from a commodities industry
• Graduate Degree in Finance or Economics or related major, MBA preferred
• Strong technical expertise in financial modelling, planning, forecasting, and analysis skills
• Roll-up your sleeves, working manager who is a collaborator that works independently
• Ability to multi-task in a dynamic environment, meet deadlines, and interact across all levels of management
• Self-driven motivator who takes initiative on projects with the ability to understand and solve creative challenges
• Focus on attention to detail, analytic consistency, data integrity and solution-oriented mindset
• Solid people skills including presentation and communication skills (written and oral)
• Strong Power BI, Power Point and presentation skills and ability to present findings to senior leaders
• Previous experience developing ad-hoc, management, and flash reports are a plus

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization.

Interoceanic Corporation (IOC) is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.