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Sr Financial Analyst (Planful)
Sr Financial Analyst (Planful)Wilbur-Ellis Company • Billings, MT, United States
Sr Financial Analyst (Planful)

Sr Financial Analyst (Planful)

Wilbur-Ellis Company • Billings, MT, United States
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  • [job_card.full_time]
[job_card.job_description]

Investing in You, join a 100-year-old, family-owned leader in Ag - and grow with us!

Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment.

"We know the confidence gap can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you."

Role Overview :

The Senior Financial Analyst supports the Platform Vice President, Senior Leadership Team, and the Director of FP&A. The role focuses on reporting, analytics, and developing tools to support operational and sales objectives across corporate operations and thirdparty facilities.

A Sample of What You'll Do in this Role :

Planful Product Ownership

  • Own Planful configuration : dimensions / hierarchies, member management, drivers / calcs, substitution variables, and audit / change logs.
  • Templatebased planning : design and govern budget, forecast, workforce, and driver templates; control approval roles and "markascomplete" workflows.
  • Dynamic Planning : build interactive models / cubes for rolling forecasts and scenario analysis; implement copy / lock at stage gates.
  • External Source Models : design and maintain external data tables (e.g., UOM conversions, demand / ops inputs) feeding structured and dynamic planning.

FP&A Planning & Forecasting

  • Lead monthly forecast and annual budget processes for assigned BUs; build driverbased models and sensitivity / scenario views (Base / Downside / Upside).
  • Run rolling forecasts; coordinate inputs from Sales, Operations, and Supply Chain; balance topdown guidance with bottomsup plans.
  • Reporting, Analytics & Profitability

  • Produce execready variance analysis packs (price / mix / volume, cost, freight, rebates) and GaptoPlan bridges.
  • Build Planful reports & views; enable Power BI P&L / variance dashboards using Planful scenarios (Actual / Budget / 1+11, 2+10, etc.).
  • Perform profitability analysis (customer / product / SKU), costtoserve, contribution margin, and margin waterfall analytics.
  • What You Bring to this Role :

  • 3+ years in FP&A or finance systems administration with handson ownership of an EPM (Planful required)
  • Strong experience with scenario management, template governance, approval roles, and audit / change control
  • ERP fluency (JDE preferred or similar), plus Power BI (or equivalent BI) for financial reporting; advanced Excel
  • Robust modeling skills : driverbased forecasting, NPV / IRR / ROI, sensitivity / scenario analysis
  • Proven ability to translate operational inputs (demand / production / logistics) into financials; excellent communication with execs and field leaders
  • Process ownership mindset-able to define calendars, enforce freezes / locks, and drive crossfunctional milestones
  • Preferred

  • Handson External Source Model design, Dynamic Planning implementation, and workforce planning in Planful.
  • Experience aligning consensus demand plans to financial forecasts in highSKU environments (price / mix / seasonality).
  • SQL / Power Query for data shaping; familiarity with Snowflake or similar data platforms.
  • Credentials : CPA, CMA, FPAC, or IMA FP&A coursework (nicetohave).
  • What Makes You a Great Fit :

  • You're a strong communicator who enjoys teamwork
  • You are self-motivated
  • You have a flexible mindset that allows you to change what you're working on without skipping a beat
  • Compensation and Benefits :

    In compliance with all states and cities requiring transparency of pay, the base compensation for this position ranges from $81,800 - $109,010. Note that salary may vary based on location, skills, and experience .

    This position is eligible for an annual discretionary bonus and vacation, holidays, health, dental, vision, mental health, and retirement plan participation, including an employer contribution of up to 7% into your 401(k). Follow this link for more information regarding Wilbur-Ellis employee benefits : https : / / mywebenefits.com /

    Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.

    Our Commitment to Diversity & Inclusion :

    Diversity of people, cultures, opinions, and ideas makes us all stronger. From leadership commitment to employee buy-in, we know that creating an inclusive environment and providing opportunities for all employees to reach their full potential is a shared responsibility.

    Wilbur-Ellis is a company you can be proud to call your employer

    Wilbur-Ellis markets and distributes agricultural products, animal feed specialty chemicals, and food ingredients. A privately held and consistently profitable company, we employ more than 4,000 people throughout North America and Asia-Pacific.

    Wilbur-Ellis is for and about people

    Wilbur-Ellis has enjoyed over 100 years of success and growth, all thanks to our people. Our employees are both leaders and team players who thrive on creativity, entrepreneurial spirit, and a dedication to quality work, our customers, and each other.

    Wilbur-Ellis invests in the industry's best workforce

    Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment.

    Follow our career social media accounts!

    Instagram : IG

  • TikTok : TikTok
  • Facebook : FB
  • LinkedIn : LinkedIn
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