Senior Financial Planning Analyst

SMS; Portage (IN); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Relocation packages available

Job summary

A leading financial services provider in Portage, Indiana is seeking a Senior Financial Planning Analyst to join their dynamic finance team. The ideal candidate will analyze financial performance, manage annual budgets, and develop key performance indicators to support strategic decision-making. This role requires a Bachelor's in Finance or Accounting, 5-7 years of finance experience, and proficiency in Excel. Relocation packages are available.

Qualifications

• 5-7 years’ experience in finance or accounting with at least 3 years in a lead financial planning role.
• Strong proficiency in financial report writing with the ability to communicate complex information clearly.
• Ability to travel 25%.

Responsibilities

• Analyze financial performance and communicate to Operations and Senior Management.
• Own the annual budget process.
• Develop and implement KPIs and dashboards for Operations support.

Skills

Financial analysis

Corporate accounting

Budgeting processes

Advanced Excel skills

Analytical skills

Education

Bachelor’s degree in Finance, Accounting, or related field

Master’s degree or professional certification (e.g., CFA, CPA)

Tools

Microsoft Excel

ERP systems

Job description

Job Summary

SMS Mill Services are seeking a detail-oriented and experienced Senior Financial Planning Analyst to join our dynamic finance team in our Corporate Office. The ideal candidate will play a crucial role in driving financial performance through comprehensive analysis, forecasting, and reporting. This position requires a strong understanding of corporate accounting principles and the ability to provide insights that support strategic decision-making. This position will report directly to the Chief Financial Officer.

SMS provides a comprehensive range of services for steel mill customers. We partner with our customers to design custom, cost-effective solutions, which focus on adding value and achieving goals for the operation and the environment. Our range of services includes, but is not limited to scrap yard management, finished or semi-finished product services, melt shop services, logistics/transportation support, and slag processing.

Responsibilities

• Analyze financial performance and communicate to Operations and Senior Management; interpret financial results for users who must make economic or business decisions
• Design, build, and maintain internal reporting to drive business awareness across global operations
• Own the annual budget process
• Develop and implement KPIs and dashboards for Operations support
• Working closely with Operations leaders, develop weekly forecasts and lead weekly forecast calls and communicate variance analysis
• Develop standardized monthly financial reporting for monthly Operations Reviews
• Build out new processes and procedures to improve efficiencies across the organization
• Identify financial improvement opportunities and collaborate with Operations on remediation plans
• Track financial impact of new initiatives
• Implement ROI analysis/process: New product/service ROIs; review actual performance vs ROI and CAPEX
• Analyze potential acquisition target companies’ financial performance and support due diligence efforts
• Support the annual audit process
• Support the month-end and year-end accounting close activities
• Collaborate and communicate with all levels of the organization, including other analysts, operational managers, and the executive team

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; a Master’s degree or professional certification (e.g., CFA, CPA) is preferred
• Proven experience in financial analysis, corporate accounting, or related roles
• Strong knowledge of budgeting processes, cost accounting principles, and regulatory reporting standards
• 5-7 years’ experience in finance or accounting with at least 3 years in a lead financial planning role
• Advanced Excel and 3-statement financial modeling skills required
• Analytical with strong IT skills specifically in ERP and related reporting/business intelligence systems
• Demonstrated experience supporting manufacturing facilities and operations
• Proficiency in financial report writing with the ability to communicate complex information clearly
• Familiarity with IFRS regulations and technical accounting practices
• Excellent analytical skills with a keen attention to detail
• Strong proficiency in financial software tools and Microsoft Excel
• Ability to work collaboratively in a fast-paced environment while managing multiple priorities
• Ability to travel 25%

Join our team as a Senior Financial Planning Analyst where you will have the opportunity to make a significant impact on our organization’s financial health while advancing your career in a supportive environment.

Relocation packages to northwest Indiana are available!

SMS Mill Services, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. SMS Mill Services, LLC makes hiring decisions based solely on qualifications, merit, and business needs at the time.