Senior Financial Analyst, Corporate FP&A

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Work Location: 

The preferred location for this position is Santa Rosa, CA, while the role is eligible for a hybrid/remote work schedule, full remote candidates will be considered on a case-by-case basis.

Position Summary:
 

The Senior Financial Analyst, Corporate FP&A is a key member of the Planning Department. The position is the lead for partnering with Multiple Brand Marketing VP’s and Admin Services. Ownership includes Shipment & Distributor Inventory modeling, key operational cost indicators and pricing strategy analysis including depletion allowance planning. Involved in the budgeting of headcount and operational expenses. Focus will be on long term strategy to coordinate and facilitate the financial planning process, monitor financial performance, and develop effective reporting and models to analyze results. This role works with business partners across the enterprise, as well as members of the Senior & Executive Management teams. 

Job Responsibilities (include but are not limited to):

Financial Planning & Analysis:

Budgeting, Forecasting and Analysis

  • Partner with Marketing and Administrative Managers to ensure budgets, forecasts and operational directional changes are complete and present the latest financial direction of the company. Key departments include: Brand Marketing, Administrative Mgrs, S&OP and Cost Accounting.
  • Produce monthly financial variances to sales plans for Management utilizing the latest depletion forecasts identifying risks and opportunities.
  • Monthly analysis of operational expense variances including working with business partners on timing variances, accruals and prepayments.
  • Drive pricing strategy analysis with Sales & Marketing incorporating inventory & supply financial impacts. Review and plan depletion allowances.
  • A key leader in the production of the monthly Executive Reporting Package representing the state of the business in multiple categories.
  • Produce standard profitability statements by brand and channel with variance analysis.
  • Clarity of each Brand’s Architecture and 3-year+ financial performance strategies. Create Reporting that tracks these brand specific objectives. Challenge assumptions and identify opportunities for improvement.
  • Team member to building a more effective and efficient planning process. Build effective metrics and improved reporting tools
  • Incorporate knowledge of IRI data, JFW Inventory, Field Inventory & Internal/External Portfolio of risk & opportunity reporting.
  • Perform Quarterly meetings with Marketing teams on Brand Analysis and Operational Spend.
  • Involvement in Brand & S&OP Review meetings as well as Long Term Drive Team planning.
  • Involved in data loads and validation of information.

 Ad-Hoc Financial Analysis and Reporting

  • Participate in SKU Rationalization and New Product Development Review.
  • Prepare the Quarterly, Bi-Annual and Annual reporting for Board of Advisors and Executives.
  • Assist with related special projects as needed and ad hoq reports as assigned by manager.
  • Perform system maintenance and improvement in budgeting system (Adaptive Planning).

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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