Senior Financial Analyst
Description
SUMMARY: The Sr. Financial Analyst works closely with the senior leadership team to manage functions of
financial planning, forecasting, standard costs, and ERP system optimization. Involved in analysis of daily,
monthly, quarterly and annual variance analysis, including profitability analysis and expense analysis. Also
manages P&L preparation with Controller and oversees margin analysis for various business segments and
develops strategies to advance the goals of the department and company with regard to financial performance.
WAGE TYPE: Salaried; FLSA Exemption: Exempt
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Manage annual profit plan (budget) across the enterprise.
- Work with various departments to compile sales, production, SG&A, and other budgets.
- Assist Controller in creation of new budget departments, divisions, segments.
- Compile monthly business segment P&L statements and other reporting.
- Lead monthly segment reviews with cross-functional teams.
- Financial Analysis
- Primary accounting staff person to provide or supervise the completion of financial analysis for various internal stakeholders.
- Evaluation of weekly reporting distributed by other cross-function team members related to sales, gross margin, departmental breakdowns, and all other P/L related items.
- Owner of standard costs across all enterprise locations
- Work with Systems Analyst and site leadership in the maintenance and improvement of standard costing system and primary liaison with internal stakeholders in dissemination of standard costing information.
- Develop and maintain costing/quoting tools for all locations and support various sales functions in quote development and review.
- Primary contact for financial requests and support for Operations
- Helps enforce and reinforce company policies and practices
- Conform with and abide by all regulations, policies, work procedures and instructions
- Environmental responsibility is our commitment to our communities.
- Proper disposal of waste such as recyclables, standard waste, hazardous waste, etc. is expected.
- Any other tasks as required fulfilling Lincoln Industries' Beliefs and Drivers.
QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skill and/or ability required. Equivalent combinations of education and experience may be substituted for the expected levels of education and experience required.
Education and Experience:
- Expected: Bachelor’s degree (A.A.) in Accounting or Business Administration and 3-5 years related experience and/or training; or equivalent combination of education and experience.
- Preferred: 3-5 years of public accounting experience. CPA highly desired.
Other Skills:
- Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral diagram or schedule form.
- Ability to operation a 10-key calculator.
- Knowledge and use of Microsoft Excel, Word, Office and Outlook.
- Computer data entry.
- Problem solving skills.
- Good working knowledge of accounting.
Communication Skills:
- Must be able to read, write and comprehend the English language.
- Bi-lingual Spanish highly desired.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Write reports, business correspondence, and procedure manuals. Effectively present information and respond to questions from groups of managers, clients, customers and the general public.
Physical Requirements:
Must be able to perform physical functions equivalent to Category E.
Page | 1 Updated: 4/5/2024