Senior FP&A Analyst - Business Manager

Position Summary:

Unique opportunity to work directly with family ownership of a remarkably successful business enterprise involved in capital equipment manufacturing for the packaging, converting & manufacturing industries. In this role you’ll use your financial background to assist family ownership with a wide range of strategic financial matters including effectively analyzing, planning, and managing assets, investments, properties, and business plans. Your ability to think creatively, act with a sense of urgency, maintain confidentiality while communicating effectively will be key to your success. Our financially stable company is celebrating its 50th year in business and is structured for sustained growth as we open our new Corporate Headquarters in Germantown, WI. Our business is built upon integrity, product quality, and valuing our employees. Apply today for this coveted position.

Responsibilities:

• Directly support ownership and CFO with a variety of financial analysis and planning activity, as well as non-standard tasks, with a high degree of responsiveness, urgency, and confidentiality.
• Manage bank account activity, transfers, reconciliations, and account administration for several accounts and legal entities.
• Partner with company ownership and senior leaders and executives to make recommendations and complete actions to effectively manage assets & investments to ensure proper cash flow and liquidity as required.
• Work with Operations and Commercial partners to bridge key performance drivers to financial results.
• Drive process improvement of current finance functions through tool implementation, process automation and process streamlining to provide impactful and actionable analytics in a timely manner.
• Prepare analytics and maintain monthly reporting for ownership and overall organization
• Drive and oversee forecasting and annual budgeting process with cross-functional stakeholders
• Prepare and oversee quarterly departmental financial reviews with leaders
• Create and communicate current and future financial narrative to ownership and executives to assist in business decision making
• Develop financial modeling of various business scenarios, strategic initiatives, or projects for net present value, return on investment, and help make recommendations on which approach best supports the objectives of the business.
• Collaborate with Accounting during month-end close process on journal entries, reports, financial statements and ownership/executive commentary
• Directly complete tax preparation, reporting, and periodic filing for legal entities and coordinate activity with external financial planners as appropriate.
• Regularly advise and provide guidance to company ownership related financial matters as related to personal financial decisions.
• Form successful working partnerships with cross-functional stakeholders within the business and externally to effectively complete tasks.
• Approach tasks as a consultative advisor to understand company ownership and executive team priorities and objectives.
• Maintain regular communication as needed with company ownership and executives for various activities.
• Monitor market dynamics, recent trends, and best practices and provide guidance on opportunities as appropriate.
• Support other areas as assigned. Responsibilities include, but are not necessarily limited to, the duties listed on this job description.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• (5+) years of accounting and/or financial planning, reporting, and analysis experience in a related role or responsibility.
• Prior work experience in a manufacturing organization preferred.
• Strong business acumen and critical thinking skills to manage through ambiguity and find solutions.
• Exceptional analytical skills
• Ability to communicate and interact with all levels of the organization and explain financial data in an easy-to-understand way
• Ability to maintain confidentiality and demonstrate diplomacy, tact, and professionalism in all interactions with employees and management.
• Sense of urgency in responding to ownership needs and priorities.
• Effective interpersonal skills, both verbally and in writing.
• Prior experience with property and asset management coordination.
• Experience with Microsoft Office suite including intermediate or advanced Excel functionality including data analysis and reporting.
• Experience working with relational databases, SQL, Excel Connect, Power BI, or other business intelligence reporting tools.