Job Description
Job Description
HYBRID
RESPONSIBILITIES
- Support the annual budgeting process and periodic financial forecasts.
- Prepare monthly reporting packages, including comparisons of actual results to budget, forecast, and prior year.
- Analyze revenue, gross margin, operating expenses, headcount, working capital, and other key business drivers.
- Identify and explain significant financial and operational variances.
- Develop financial models, scenario analyses, and business cases to support strategic and operational decisions.
- Partner with department leaders to understand performance, validate assumptions, and improve forecast accuracy.
- Assist with cash flow forecasting and analysis.
- Develop and maintain financial dashboards and key performance indicators.
- Support profitability analysis by customer, product, business unit, and other relevant dimensions.
- Assist with acquisition integration, financial modeling, and other strategic initiatives as needed.
- Improve the quality, consistency, and efficiency of financial reporting and planning processes.
- Extract and analyze financial and operational data from Epicor and other business systems.
- Support executive and board-level reporting as required.
- Perform other financial analysis and special projects as assigned.
Requirements
- Bachelor’s degree in finance, accounting, economics, business, or a related field.
- Preferably five or more years of relevant FP&A, corporate finance, or financial-analysis experience.
- Strong financial modeling, analytical, and problem-solving skills.
- Advanced Microsoft Excel skills.
- Experience preparing budgets, forecasts, variance analyses, and management reporting.
- Ability to organize and interpret large amounts of financial and operational data.
- Strong communication skills and the ability to work effectively with both financial and non-financial stakeholders.
- High attention to detail, sound judgment, and the ability to manage multiple priorities.
- Preferred: Experience in a manufacturing or engineered-products environment.
- Preferred: Experience with Epicor ERP.
- Preferred: Experience with Power BI or another business-intelligence and visualization platform.
- Preferred: Familiarity with private-equity-backed organizations, acquisition integration, or multi-entity reporting.
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