Financial Analyst

About the Role

The Financial Analyst will support finance leadership with financial planning, reporting, forecasting, and business-performance analysis. This individual will work with financial and operational information from across the organization to evaluate results, understand performance drivers, and provide management with meaningful financial insight. The position will also contribute to the continued development of the company's financial reporting and analytical capabilities by improving recurring reports, developing financial models, and helping streamline how financial information is collected and analyzed.

Location & Benefits

• Northwest Indiana – Onsite Monday through Friday
• Some travel between company locations may be required
• $100k-115k base + 10% bonus

Key Responsibilities

• Support financial planning and analysis activities across multiple areas of the organization
• Prepare and maintain financial forecasts and other forward-looking analyses
• Develop financial models to evaluate business performance and different operating scenarios
• Produce recurring management reporting and financial analysis
• Compare actual financial results against budgets, forecasts, and prior periods
• Investigate significant variances and help identify the business factors contributing to performance
• Analyze financial and operational trends and communicate meaningful findings to management
• Identify potential risks, opportunities, and areas requiring additional analysis
• Assist with annual budgeting and planning activities
• Gather financial and operational assumptions from business stakeholders and incorporate them into financial projections
• Monitor key financial and operational performance indicators
• Prepare presentations and supporting analysis for management
• Develop and enhance reports within the company's financial systems
• Work with information from multiple data sources to support financial analysis and reporting
• Help improve the consistency, accuracy, and efficiency of recurring finance processes
• Identify opportunities to reduce manual reporting and improve existing analytical tools
• Maintain documentation supporting recurring financial processes and reporting activities
• Respond to ad hoc analytical requests from finance leadership and other business stakeholders
• Partner with operational teams to better understand the activities driving financial performance
• Develop familiarity with the organization's operating locations and underlying business processes
• Support additional finance and analytical initiatives as business needs evolve

Requirements & Tech Stack

• Advanced Microsoft Excel skills and comfort working with large datasets
• Ability to interpret financial information and identify meaningful trends and variances
• Comfortable developing forecasts, budgets, and other forward-looking analyses
• Ability to learn new financial systems and work with information from multiple data sources
• Strong problem-solving skills and ability to develop practical recommendations from financial analysis

Qualifications

• Bachelor's degree required, preferably in Finance, Accounting, Economics, Mathematics, Business, Engineering, or another analytical discipline
• Previous financial analysis, FP&A, corporate finance, accounting, or related analytical experience preferred
• Strong financial modeling and analytical capabilities
• Experience preparing management reporting, financial projections, or business-performance analysis is beneficial
• Experience with ERP, financial reporting, consolidation, or business-intelligence systems preferred