Support the forecasting, budgeting, reporting and long-range planning processes across multiple business units
Partner with sales leadership, operations, production, and supply chain teams to understand and improve forecasting for sales projections, cost drivers, headcount and other operating expenses and capex planning
Develop and maintain detailed financial models, including P&L, cash flow, working capital forecast, and scenario analyses
Analyze COGS, margins, and working capital trends to identify opportunities for efficiency and improvement
Provide clear, data-driven insights and recommendations to senior leadership
Prepare monthly management reports and KPI dashboards, ensuring accuracy, clarity, and timeliness
Continuously improve financial systems, tools, and processes to support scale and efficiency
Drive automation and improved reporting using advanced Excel modeling and BI tools (e.g., Power BI, Tableau)
Support ERP implementation and reporting hierarchy evolution
Support ad-hoc financial analysis and strategic projects as required
Potential to grow into M&A/Strategic Finance role.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA a plus
3-5+ years of experience in FP&A, strategic finance, investment banking, or consulting with analytical responsibilities, ideally within a manufacturing, inventory-based, or physical goods environment
Strong understanding of cost accounting, inventory management, and manufacturing operations
Experience building complex financial models
Excellent understanding of GAAP accounting concepts and ability to apply them to forecasting
Advanced Excel skills — complex modeling, scenario analysis, and automation (macros, Power Query, etc.)
Experience with ERP systems (e.g., NetSuite, Microsoft 365+) and data visualization tools
Proven ability to work independently, take ownership, and drive projects to completion
Excellent verbal and written communication, experience presenting analysis to business partners and company leadership
Thrives in a fast-paced, dynamic environment with shifting priorities.
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