Sr Financial & Planning Analyst

The ideal candidate combines a strong foundation in finance and accounting with strong analytical data management and problem-solving skills. Manufacturing experience is strongly preferred including an understanding of cost accounting inventory margins production costs labor and other key manufacturing financial drivers.

Initially this position will focus heavily on the collection organization validation and analysis of financial and operational information used in management reporting budgeting forecasting and business performance analysis. The Senior FP&A Analyst will work closely with the Vice President of FP&A and CFO to interpret results identify trends and business drivers evaluate risks and opportunities and develop recommendations for management.

The position requires strong analytical capabilities and a willingness to understand the underlying business operations. While primarily office-based the Senior FP&A Analyst will regularly engage with manufacturing operations to understand production processes validate financial and operational assumptions and develop an understanding of the factors affecting profitability and business performance. As business knowledge and experience develop the role is expected to progress toward greater responsibility for financial interpretation recommendations forecasting and direct business partnership with operational and functional leaders.

As a faith-based organization rooted in biblical principles Ohio Gratings strives to reflect these values in our work relationships and decision-making. We expect all associates to learn embrace and actively model our core values through their actions choices and collaboration with others. This commitment is essential to sustaining our culture and achieving shared success.

This job description does not describe all activities duties responsibilities or physical demands required of the employee. Duties responsibilities activities physical demands and work environment may change at any time with or without notice.

ESSENTIAL DUTIES/RESPONSIBILITIES:

Financial Reporting & Data Analysis

Gather organize validate and reconcile financial and operational data from ERP systems accounting records operational reports and other source systems; investigate discrepancies or inconsistencies.

Independently own assigned recurring reporting and analytical responsibilities from data collection and validation through completed analysis and preliminary conclusions ensuring accuracy completeness consistency and timely completion.

Perform detailed monthly variance analysis comparing actual results to budget forecast prior-year results and other relevant benchmarks.

Identify and investigate significant financial and operational variances and work with the Vice President of FP&A accounting and operational teams to understand underlying business drivers.

Analyze income statement balance sheet cash flow and key operational results to identify trends risks opportunities and areas requiring additional investigation.

Prepare financial analyses management reporting packages dashboards and clear supporting commentary for review with the Vice President of FP&A and CFO.

Help maintain reporting accuracy and consistency across Ohio Gratings and affiliated business entities.

Financial Planning & Forecasting

Support the preparation and development of annual operating budgets rolling forecasts cash flow forecasts and long-range financial plans.

Gather validate and analyze financial and operational assumptions historical results operating trends backlog and other relevant business drivers supporting budgets and forecasts.

Maintain and enhance financial models used for forecasting business planning cash flow analysis and management decision-making.

Compare actual performance to previous forecasts identify underlying causes of forecast variances and support efforts to improve forecast quality and accuracy.

Develop scenario and sensitivity analyses to evaluate the potential financial impact of changes in volume pricing material costs labor productivity capital investment and other significant business drivers.

Support the preparation of monthly quarterly and annual financial planning deliverables for executive leadership.

Manufacturing Margin & Operational Analysis

Develop a strong understanding of Ohio Gratings manufacturing processes cost structure products customers and key operational and financial drivers.

Work closely with accounting and operations to analyze production costs material costs direct labor manufacturing overhead inventory and other operational metrics.

Prepare and analyze manufacturing variances including material labor overhead purchase price usage and other significant cost variances as applicable.

Support gross margin and profitability analysis by customer product market project business unit or other relevant dimensions.

Analyze pricing material costs product mix volume labor freight and other factors affecting margins and profitability.

Support inventory and working capital analysis including inventory levels turns aging significant adjustments and opportunities for cost reduction productivity margin improvement and operational efficiency.

Maintain a regular presence within manufacturing operations to understand production processes gather business insights and validate assumptions underlying financial analysis.

Management Reporting & Decision Support

Prepare recurring management reports dashboards KPIs and financial analyses used by executive and operational leadership and assist in maintaining key financial and operational performance indicators aligned with organizational objectives.

Support analyses related to capital expenditures pricing decisions customer and product profitability working capital cost reduction initiatives and other business opportunities.

Perform ad hoc financial and operational analyses requested by the Vice President of FP&A CFO and other members of leadership.

Develop analyses that move beyond reporting what occurred to identifying why results occurred and the potential implications for future financial performance.

Work with the Vice President of FP&A and CFO to evaluate results and develop appropriate recommendations and potential management actions.

Systems Data & Process Improvement

Utilize ERP systems Microsoft Excel Power BI and other financial and analytical tools to gather organize validate analyze and communicate financial information and resolve data integrity issues.

Develop and improve repeatable financial reporting processes that reduce manual data gathering and increase the time available for analysis and decision support.

Support the development and automation of financial reports dashboards and analytical tools.

Support the implementation and optimization of financial systems reporting tools and business intelligence capabilities including data validation report development testing process documentation and implementation support.

Identify opportunities to improve the efficiency consistency and effectiveness of budgeting forecasting reporting and analytical processes.

Business Partnership & Professional Development

Work collaboratively with accounting operations sales supply chain procurement and other functional teams to understand business activity obtain information necessary for financial analysis and build knowledge of the companys operations financial drivers products customers and strategic priorities.

Initially work with the Vice President of FP&A and CFO in reviewing financial performance interpreting results and developing recommendations for operational and functional leadership.

As business knowledge and experience develop assume greater responsibility for presenting financial results and analyses to department and operational leaders.

Progress toward independently supporting assigned business units departments or functional areas with financial reporting forecasting performance analysis and decision support.

Develop the ability to translate financial and operational results into actionable insights including root causes forward-looking implications risks opportunities and potential management actions.

Build effective working relationships throughout the organization and develop into a trusted financial resource and business partner.

EDUCATION WORK EXPERIENCE AND PROFICIENCIES:

Bachelors degree in Finance Accounting Economics Business Administration or a related field.

Four or more years of progressive experience in financial planning & analysis manufacturing finance corporate finance cost accounting accounting or related financial analysis roles.

Strong financial analysis skills and the ability to organize validate analyze and interpret financial and operational data.

Strong understanding of financial statements and fundamental accounting concepts.

Advanced proficiency in Microsoft Excel including complex formulas pivot tables data analysis financial modeling and working with large datasets.

Experience preparing financial reporting variance analysis budgets forecasts or related management analyses.

Strong analytical curiosity and demonstrated ability to investigate results identify underlying business drivers and resolve data or reporting inconsistencies.

Strong attention to detail and commitment to data accuracy.

Effective written and verbal communication skills with the ability to clearly communicate financial information and analytical conclusions.

Demonstrated ability to work independently take ownership of assigned responsibilities manage multiple priorities and meet deadlines in a dynamic environment.

Preferred

Experience in a manufacturing or industrial environment.

Knowledge of cost accounting inventory accounting manufacturing variances and manufacturing finance concepts.

Experience performing gross margin customer profitability product profitability or operational performance analysis.

Experience with ERP systems and an understanding of underlying financial and operational data structures.

Experience with Power BI Power Query Power Pivot or other business intelligence and data visualization tools.

Experience supporting multi-entity organizations.

Experience with budgeting forecasting cash flow forecasting and financial modeling.

Experience supporting ERP financial reporting or business intelligence system implementations.

CPA CMA FPAC MBA or other relevant professional certification or advanced degree is a plus but not required.

Core Competencies

Financial Analysis & Reporting

Data Gathering Validation & Management

Budgeting & Forecasting

Variance & Root-Cause Analysis

Manufacturing Finance & Cost Analysis

Margin & Profitability Analysis

Financial Modeling

Data Analytics & Visualization

Analytical Curiosity

Problem Solving & Continuous Improvement

Accuracy & Attention to Detail

Ownership & Accountability

Communication & Presentation

Collaboration & Relationship Building

Developing Business Partnership

Project & Priority Management

WORK ENVIRONMENT & PHYSICAL DEMANDS:

This role is primarily office-based but requires regular interaction with manufacturing operations and production environments.

Must be able to walk throughout manufacturing facilities climb stairs and stand for extended periods as needed.

Must be able to sit for prolonged periods while working at a computer workstation.

Must comply with all safety procedures and personal protective equipment (PPE) requirements when working in production areas.

Occasional travel between company facilities may be required.

EEO STATEMENT: Our company provides equal employment opportunities to all applicants without regard to race color religion gender national origin age disability veteran status or any other characteristic or status protected under local state or federal laws.

Required Experience:

Senior IC