Sr. Financial Analyst

Planar Systems; Hillsboro (OR); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance (employer-paid)

Dental & vision coverage (employerPaid

Long-term disability & life insurance

401k matching

Paid holidays

Paid PTO

Employee Assistance Program

Flexible Spending Account

Job summary

Planar Systems is seeking a Sr. Financial Analyst to support the Director of FP&A in maintaining the forecasting system, building dashboards, budgeting, and monthly forecasts. You will work with department heads to identify opportunities for growth and cost optimization, and develop advanced financial models for strategic investments.

The role emphasizes data-driven analysis, cross-functional collaboration, and improving reporting tools within a fast-paced, high-tech environment in Hillsboro, OR.

Qualifications

• MBA or Master's degree in Finance is required.
• 5+ years of related work experience as a financial, strategic, or planning analyst.
• Advanced Excel and SQL proficiency required.
• Advanced working knowledge of Planful, Prophix, Hyperion, or equivalent forecasting software.

Responsibilities

• Oversee and maintain FP&A forecasting system (Planful) and support development of dashboards, annual budgeting, and monthly forecasts/reports.
• Collaborate with Director of FP&A and department heads to identify growth, cost savings, and resource optimization opportunities.
• Provide analysis to support management decisions on diverse corporate initiatives and investments.
• Develop advanced financial models to support business planning and strategic investments.
• Participate on cross-functional teams to provide financial analysis for decision making.
• Coordinate with IT to upgrade/reporting tools and processes.
• Maintain accounting controls by recommending policies and procedures.
• Data mining in financial/operational data to enhance reporting tools and KPIs.

Skills

Advanced Excel

SQL

Financial modeling

Cross-functional collaboration

Education

MBA or MS Finance

Tools

Planful/Prophix/Hyperion

Job description

We are in search of an experienced Sr. Financial Analyst who will work directly with the Director of FP&A in supporting multiple strategic initiatives. The person in this role will primarily be responsible for oversight regarding the integrity of the company’s financial forecasting system, as well as being a primary FP&A designate supporting departments with assigned projects. Strong analytical/organizational skills and the ability to work independently in a fast-paced international environment are keys to success in this position.

What you'll do:

• Responsible for oversight and maintenance of Planar’s FP&A forecasting system (Planful) supporting development of financial dashboards, the annual budgeting process, and monthly forecasts/reports.
• Will work closely with Director of FP&A and department heads to identify opportunities for growth, cost savings, and optimization of financial resources.
• Provide analysis for management in support of diverse corporate initiatives and investment decisions.
• Develop advanced financial models to support business planning and strategic investment decisions.
• Participate on cross-functional teams, providing financial analysis in support of decision making.
• Work with IT to upgrade/refresh reporting tools and processes.
• Maintain accounting controls by preparing and recommending policies and procedures.

• Data mining in existing financial/operation data and related financial reporting application, enhance existing reporting tools.
• Stay current on industry trends and best practices in financial planning and analysis
• Research, improve and develop cross functional reporting tools and KPIs

What you'll bring:

• MBA or Master's degree in Finance is required.
• 5+ years of related work experience as a financial, strategic, or planning analyst required.
• Advanced Excel and SQL proficiency required.
• Advanced working knowledge of Planful, Prophix, Hyperion, or equivalent forecasting software required.
• Demonstrated ability to analyze complex data, generate alternatives and clearly communicate salient findings to drive positive change required.
• Experience with using Lean/Six-Sigma practices preferred.
• Demonstrated understanding of key financial processes.
• Demonstrated ability to be successful in a dynamic high tech, light manufacturing business environment.
• Must enjoy gathering and digging deeply into data to identify issues, solve problems and recommend solutions.
• Demonstrated ability to prioritize assignments and work effectively under time constraints.

All benefits start on first day of employment!

• 75% employer-paid medical for employee. Family coverage also included.
• 100% employer paid dental, and vision for employee and dependents
• 100% employer paid long-term, short-term disability, and life insurance policy
• 401k Match, if you’re contributing 5% we match 4%. 100% vested immediately.
• 10 paid holidays
• Starting at 15 days paid PTO (inclusive of sick and vacation time) annually
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)

EEOC Statement:

Planar is an equal opportunity employer, we believe in fostering a culture of equality, diversity, and inclusivity. Our commitment to this goal is clearly expressed in our zero-tolerance policy for discrimination and harassment of any kind, including on the basis of race, color, sex, age, religion, sexual orientation, national origin, disability, genetic information, pregnancy, protected veteran status or any other characteristic protected by applicable federal, state, or local laws. Our hiring practices ensure that decisions are based solely on qualifications, merit, and current business needs, while extending to all aspects of our operations - from recruitment and promotion to layoff and recall, to leave of absence, compensation, benefits, and training.We are committed to remaining a drug free workplace