Lead FP&A planning, forecasting, and reporting for assigned segments. Build and maintain financial and cash flow models, analyze performance versus forecast, provide KPI reporting to senior management and lenders, and partner with operations and G&A to drive decisions and mitigate risks.
Description
Job DescriptionJob Summary:
We at Veseris, a leader in the specialty chemical distribution industry, are seeking a self-motivated, data driven senior financial analyst to join our FP&A team. This individual will partner with leaders across the company to help guide decisions and provide forward looking plans that drive toward company initiatives. They will use system derived data to better understand past results and forecast future periods. The role itself will be a mix of recurring reporting and planning, ad hoc analysis, and relationship building. A successful candidate will be able to work in both a structured and unstructured framework where their inquisitiveness and curiosity will be required to find solutions and define processes where they did not exist before. Working knowledge and experience with ERPs, planning tools, and data visualization tools would be very beneficial.
Key Responsibilities
- Planning & Forecasting
- Partnering with leadership across Operations and G&A to understand business drivers and establish key KPIs
- Lead Annual Operating Plan process for assigned business segments.
- Identify areas of risk within the planning model and develop methods to mitigate
- Update cash flow forecasting model by working cross functionally across organization
Reporting
- Prepare financial reports, including key performance indicators (KPI’s) and performance metrics, for presentation to senior management and Board of Directors
- Monitor actual performance versus budget and forecast scenarios and provide regular updates to business partners
- Prepare deliverables for external stakeholders including lenders
Financial Analysis
- Conduct in-depth analysis to find root cause, identify trends, perform predictive analytics, and prepare accurate reports to facilitate informed decision-making
- Financial Modeling: Develop and maintain financial models to support scenario analysis, business valuation, and investment decision-making
- Perform sensitivity analysis and assess the impact of different financial variables on the organization's financial performance
Requirements
QualificationsRequired
- Minimum 3-5 years of progressive experience in financial planning and analysis
- Bachelors degree in accounting or finance
- Experience with Microsoft Dynamics 365, deFacto, and PowerBI
- Knowledgeable on current forecasting methods and their application
- Experience partnering with business segments to drive towards organization goals
- Advanced proficiency in Excel and Microsoft Office Suite, including the ability to build complex models to support business decisions
Preferred
- Experience with Microsoft Dynamics 365, deFacto, and PowerBI
- Familiarity with the business dynamics found in the distribution industry
General and Interpersonal Skills
- Collaborative and driven, willing to do what it takes to get things done
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities under tight deadlines with attention to detail
- Self-motivated with a proactive approach to challenges and continuous improvement
- Comfortable working in a dynamic and fast-paced environment
- Prior experience in a Private Equity backed company, a plus
- MBA, a plus.
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