Financial Planning & Analysis Leader

Perfection Hy-Test Company

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best.

Purpose:
This role will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong influential leadership skills, a deep understanding of financial management principles, financial systems understanding, and a proven track record of driving process improvements.

Responsibilities:

• Manage the annual budgeting, forecasting, and long-range financial planning processes.
• Work with VP Finance to foster a continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
• Analyze financial data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives and make updates to the forecast throughout the year (quarterly cadence most important).
• Produce financial statement packages in accordance with monthly, quarterly, and annual schedules, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Facilitate training and information sharing on financial systems – acting as a conduit between IT and Finance teams.
• Partner with IT to develop and maintain integrity of the use of Business Intelligence and KPI Dashboards.
• Provide timely and accurate financial analysis and insights of the business to assist the President, VP Finance, and other senior executives in performing their responsibilities.
• Develop and maintain financial models to support decision-making across the organization.
• Supports cross-functional initiatives across Sales & Marketing, Operations, Supply Chain, and Human Resources by assisting with innovation support, make vs. buy decisions, product pricing, customer profitability analyses, and cost containment decisions.
• Ad Hoc requests/project support as needed.

Position Qualifications: To perform this job successfully, an individual must be able to perform each essential duty at a high level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The individual must have both strong influential leadership skills and financial acumen.  Effective interpersonal skills, written and oral presentation skills, collaborative problem-solving skills, and project management skills are essential.

Education and/or Experience Requirements

• Bachelor's Degree in Accounting/Finance with 10+ years of relevant experience
• A master’s degree and/or CPA/CMA certification is a plus
• Knowledge of GAAP and cost accounting in a manufacturing environment
• Experience using ERP systems: SYSPRO, Sage X3, and other known ERP systems prior usage is preferred. The company currently uses Syspro
• Expertise in financial modeling and analysis
• High proficiency in Excel
• Comfort with using a variety of software packages and platforms to accumulate, manipulate, and analyze data
• Strong attention to detail, problem-solving abilities, and a results-driven mindset

PHYSICAL REQUIREMENTS (any specific physical attributes or limiting factors to be accounted for):    

Work is performed in a normal office setting with minimal exposure to health or safety hazards; substantial time is spent working on a computer, but will be involved with operations.

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to careers@marmon.com, and please be sure to include the title and the location of the position for which you are applying.