Analyst, FP&A

About the Role

The Financial Analyst, Global Altra will report to the Director of FP&A, Global Altra. This role serves as a critical partner for the brand’s global leadership team, responsible for creating and analyzing all short-term and long-term strategic planning, financial, and operational aspects of the brand’s global business.

Key Responsibilities

• Prepare business performance analysis, reporting, and forecasting to support Global Finance.
• Partner with the Director to play a critical role in the financial planning process of strategic future year plans.
• Model new growth vectors and opportunities for continuous improvement.
• Collaborate with cross-functional teams to monitor progress against growth initiatives.
• Conduct financial checkpoints throughout the product creation process with a focus on margin expansion, product KPIs, and financial gaps versus the strategic outlook.
• Partner closely and collaboratively with global Altra leaders, global Sales, Marketing, Product, Operations, Strategy, Supply Chain, and regional finance teams.
• Develop an understanding of Altra global business and provide financial and decision-support analytics to the global leadership team.
• Support the 5-Yr rolling financial plan (LRP), partnering with global Strategy, Marketing, Product, Operations, Supply Chain, and regional finance teams.
• Understand the brand strategy and support in drawing conclusions through financial analysis.
• Prepare presentations for executive leadership teams, quarterly financial reviews, and ad hoc requests through earnings and monthly/quarterly meeting cadences.
• Support financial modeling and draw financial insights on product margin, including developing an understanding of the global pricing architecture and global cost framework.
• Support the monthly forecast, reporting and analysis, the annual operating plan, and the strategic plan processes.
• Track and analyze actuals vs budget/forecast for the global SG&A budgets.
• Support the global Go-to-Market (GTM) process and global leadership team in identifying gaps versus the 5-Yr assumptions and updating rolling models based on adjustments to growth initiatives and assortment.
• Create and maintain standardized tools for consolidating the brand’s global financials.
• Aggregate commentary on key financial variances with a focus on consumer/marketing, product, and marketplace.
• Partner with global functions to ensure adherence to operating budgets and achieve annual SG&A savings goals.
• Monitor global brand costs and support the monthly close and reporting for global cost centers by maintaining ownership of the monthly forecast and the annual plan process for these areas.
• Support the consolidation of product-level revenue reporting, supporting global Altra leaders and various GTM, GSM, and other commercial planning processes.
• Support business partners with key strategic initiatives and ad hoc requests through data gathering and analytics.
• Analyze short-term (actual and forecast) and long-term (annual plan and strategic plan) business trends in various channels utilizing KPIs from multiple sources.
• Drive enhancements in financial reporting and analysis, as well as requisite system requirements.
• Provide ad-hoc analytical support, including reports, presentations, and special projects.

Requirements & Tech Stack

• Proficient in Excel; advanced PowerPoint, data management, and reporting skills.
• Hybrid role, 3 days in office.

Qualifications

• Degree in Finance, Accounting or Economics.
• 0 to 2 years of experience in the FP&A function at a multinational company, preferably in consumer-related or retail industries.
• Strong financial background; exceptional analytical and modelling skills.
• Ability to function in a fast-paced environment with evolving business needs, strategic thinking, and problem-solving skills.
• Strong appreciation for culture in a values-driven business.
• Ability to effectively present findings to management in a clear and concise manner.
• Excellent verbal and written communication skills, including ability to communicate complex ideas simply.
• Strong interpersonal skills as well as ability to collaborate as a cross-functional team player.
• Highly organized, detailed-oriented, and achievement-oriented, with exceptional analytical skills.
• Ability to handle multiple tasks in a dynamic environment and to be a team player.

Preferred skills:

• Project management skills
• Business acumen
• Strong analytical ability and critical thinking skills
• Ability to partner across functions and drive process improvements and business results.
• Knowledge and experience in financial concepts, budgeting, and forecasting with strong financial modeling skills.
• Experience with ERP systems and financial reporting tools.

A plus, but not required:

• MBA, CFA or CPA