Senior Financial Analyst

Senior Financial Analyst- Sales

Urbandale, IA

SUMMARY

Assists with the preparation and analysis of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special Projects and other duties as assigned and based on business necessity.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following, but not limited to:

• Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities.
• Responsible for preparation and analysis of monthly financial reporting summaries for management team across designated functional areas.
• Provide financial support for discounting, promotional, or other sales programs effectiveness.
• Analyze sales trends and support sales and operations planning process. Identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans.
• Identify and research variances to plan and prior year on monthly operating expense reports statements. Identify areas of risk and cost control/savings opportunities. Reports the findings to management.
• Responsible for monthly cyclical activities to support the month end close such as journal entries, reconciliations, etc.
• Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements.
• Maintain cost center, account structure, and financial allocations, as necessary.
• Prepares and submits journal entries.
• Prepare year-end and interim audit work papers.
• Special projects as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The qualifications, physical demands and work environment characteristics listed below are representative of the knowledge, skill and or ability required to successfully perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong interpersonal and communication skills are key.
• Must exhibit the ability to maintain professionalism in times of adversity and pressure.
• Must have Excel experience compiling, reconciling, and analyzing large volumes of data from various sources.

EDUCATION And/or EXPERIENCE

Bachelor's degree in Finance/Accounting, and three to five years related experience and/or training, or equivalent combination of education and experience. Education or experience in Finance or Accounting preferred. Must have the ability to manage multiple tasks in an environment of constant interruptions and be able to prioritize responsibilities.

Communication Skills

Excellent verbal and written English language skills are required as well as good public speaking, instructional/teaching, and customer service skills. Ability to read, interpret, understand, and explain documents such as policies, processes, and company reports. Ability to effectively present information to others, gather information from others, and respond appropriately to questions from employees, managers, co-workers, agents, customers, and the general public. Must be able to listen, assess situations and make objective decisions. Must display excellent phone and email etiquette, and the ability to communicate in a pleasant and friendly manner. Must be able to make eye contact and present a professional persona when interacting with co-workers.

Professional Skills

Must be a team player and exhibit a strong desire to learn and promote self-growth. Must be pro-active, have a good attitude, be self-disciplined, and self-motivated with a demonstrated ability to follow projects through to completion. Attention to administrative detail is required. Must be articulate, able to give clear instructions, demonstrate organizational skills, and meet reasonable deadlines. Must be able to maintain strict confidence with regards to sensitive and protected personnel/confidential information. Must be able to gain trust, respect, and confidence of employees and managers. Must be able to hold firm when necessary, provide constructive feedback, and compromise when called for. Must present in a clean and neat physical appearance and strictly abide by company dress code.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematical Skills

Ability to compile and decipher information in spreadsheet format. Strong aptitude for compiling, analyzing, and relating financial information in various formats.

Must have ability to solve practical problems without close supervision. Must be able to determine appropriate resolution in dealing with employee concerns and questions and set appropriate boundaries. Must possess good thought processes, problem-solving skills, and investigative theory. Must be able to use sound judgment and make objective decisions in the company's best interest at all times. Must be able to demonstrate ability to synthesize people and events, problem solve and engage individuals in effective conversation.

Computer Skills

Must be highly proficient in using Microsoft Excel. Proficiency with Microsoft Word, Outlook, and PowerPoint software applications, Oracle, and Hyperion experience a plus.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel, especially with use of the phone and computer. The employee frequently is required to reach with hands and arms and talk or hear especially in use of the telephone and meetings. The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl. The employee may occasionally lift and or move up to 25 lbs. Specific vision abilities required by this job include close vision, and ability to adjust focus to read written company forms, correspondence, policies, worksheets, and other documents/reading materials as well as the computer.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Primary work location will be the designated at the time of hire.

The employee may be required to enter the manufacturing plant areas on an infrequent basis. There may also be occasions when the employee will be expected/able to perform duties at home such as making and accepting phone calls, composition of forms, correspondence, reports, etc. on the computer. The work environment noise level is usually low to moderate in the office setting and moderate to high in the plant areas. Eye and hearing protection requirements should be followed at all times.