Sr. Financial Planning Analyst

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Job Category: 
Location: 
Santa Rosa, CA, United States

POSITION RESPONSIBILITIES (include but are not limited to):

Budgeting, Forecasting and Planning

  • Interface with business units across the organization to ensure timely and complete budget submissions.
  • Assist in preparation of annual operating budgets for Farming and Production, as well as maintain the capital expenditure budget for the enterprise.
  • Prepare depreciation forecasts for long term planning.
  • Facilitate and maintain the capital expenditure approval system and process.
  • Work closely with production to develop COGS forecasts and provide regular analysis and reports of variances.
  • Monthly reconciliation of COGS standards to forecast to identify and report material swings to current forecast.
  • Review individual and consolidated budgets; isolate and investigate significant variances and trends.
  • Build effective metrics and reporting tools.
  • Perform system maintenance on budgeting system (Adaptive Planning).
  • Involvement in the S&OP process.
  • Assist with related special projects as needed and ad hoq reports as assigned by manager.

 

BACKGROUND EXPERIENCE:

Bachelor’s degree in Accounting, Economics, Finance or related field.  Experience in financial analysis and modeling.  Experience with financial systems and budgeting software preferred.  Ability to interpret data and provide relevant conclusions/recommendations to upper management.  Excellent written and oral communication skills; ability to work with all levels of management.  Commitment to excellence and high standards; strong work ethic; acute attention to detail.  Self-motivated; capable of developing analysis from ambiguous information with minimal supervision.  Strong organizational, problem-solving, and analytical skills; proven ability to multi-task, manage workflow and meet deadlines.  Versatility, flexibility, and a willingness to work within a dynamic environment.  Ability to work independently and as a member of project teams.  Expert Excel user; advanced PowerPoint and Word skills.  Knowledge of Adaptive Planning and JD Edwards preferred

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