Principal Financial Analyst

Principal Financial Analyst

Outdoors People Desired. Relocation Covered.

If you like to be outside, and enjoy Fishing, Skiing, Hiking or any other outdoor activity then this is the place for you. Surrounded by natural beauty this small city has everything you’d expect from a major city, including baseball, horse racing, a symphony orchestra and live theater. They have gained a national reputation as a beautiful and family-friendly spot to live or visit. The city is well-integrated into its environment, with a pretty downtown area on the shores of the River, which runs through town. Clean streets retain the flavor of the city’s founding in the early 1900s.

My Client is a 2 billion-dollar enterprise doing business in 19 countries around the globe. It has become one of the largest wellness retailers in North America. It is the largest manufacturer of consumer packaged goods in the Northwest.

POSITION SUMMARY:

• The Senior Financial Analyst is responsible for ongoing periodic internal analysis of and reporting on actual and forecasted financial and operating performance for the consolidated Group as well as for individual business units.
• The analysis and information reported by this individual is key to the leadership team’s decision-making and daily management efforts and to the company’s statutory reporting and internal control obligations.
• As part of this role, the Senior Financial Analyst also addresses day-to-day questions and requests for analysis from the leadership team.
• The position is involved with financial reporting analysis and trends, forecasting, monthly analytical reporting, along with other ad hoc projects supporting both the finance department and business operations.
• Provide day-to-day support for field questions and analysis.
• Participate in the re-forecasting and annual budgeting process. Recording, assessment, and monitoring of capital projects for the Divisions.
• Work with Group Engineering lead to plan, track, review, and report on capital projects. Special projects are common to this position.
• This individual will also have the opportunity to periodically engage in and support key projects and initiatives for the finance organization as well as for other functions.

 MAJOR DUTIES:

• Assemble and analyze data in order to prepare various periodic (daily, weekly, monthly, quarterly and annual) internal financial and operating reports.
• Work cross-functionally in order to address questions raised internally within the FP&A team or presented by the senior leadership team.
• Diligently track, record, and facilitate capital requests and spend for all business units. For US and foreign business units, lead the process of recording, accruing and reviewing capital spending transactions.
• Provide variance analysis of actual results relative to the current forecast and to the annual plan.
• Actively participate in all level of budgeting and forecasting, from Weekly forecasts to full-year budget to 5-year strategic planning.
• Develop integrated revenue/expense reports, analysis, and presentations.
• Develop and prepare analysis of cash conversion cycle and balance sheet metrics.
• Create monthly, quarterly, and annual reports and ensure financial information has been properly recorded.
• Assist with researching and compiling industry benchmarking information.
• Maintain current the documentation of the desk procedures for which the individual is responsible.
• Support process improvement initiatives as directed by the leadership team. Also, identify and recommend process improvement and lean opportunities. An ideal candidate will have experience in optimizing finance processes for speed, agility, and insight.
• Work on ad hoc reporting, projects and initiatives as requested by Corporate, Group, or Business Unit leadership.

KNOWLEDGE, SKILLS, ABILITIES:

• Bachelor’s degree in Accounting or Finance. 10+ years of relevant experience in areas such as financial reporting, forecasting, and analysis.
• Excellent interpersonal skills with the ability to professionally interact across all levels of management.
• Strong business acumen with the ability to quickly understand and drive multiple initiatives to a decision point.
• Excellent analytical skills with the ability to link financial results to operational performance drivers.
• JDE, Oracle ERP and Hyperion Essbase experience preferred.
• CPA preferred.
• Strong attention to detail and focus on quality required.
• Understanding of typical concepts, practices, controls and procedures within Accounting & Finance required. Demonstrated ability to think creatively, solve problems, meet deadlines and prioritize tasks.
• Flexibility to not only work in a managed and structured environment, but also work creatively and independently, as appropriate

JUDGMENT:

• Must be able to bring practical and sound business principles to a variety of situations in a fast-paced environment.
• Analytical / Interpretive Complexity:Must be able to analyze complex issues and identify underlying factors to be able to suggest and implement solutions that result in process improvement and overall efficiencies for the business.
  Planning: Needs to plan in order to meet deadlines and deliver on projects that drive value within the business.

SUPERVISION

• Position supports multiple BU’s; this function will be required to address both shared and specific Group/BU issues
• Given to Subordinates: Guidance given on specific job related tasks and policies as required.
• Guidance also provided on project related work as needed.