Financial Analyst

at  Prototek Sheetmetal Fabrication LLC

JOB SUMMARY

The Financial Analyst assists in the preparation of annual budgets, forecasts, short-term and long-term financial plans, and collaborate with cross-functional teams to gather relevant information for financial analysis. The role will work directly for the Director of FP&A, and closely with individual sites, third-party consultants, and the executive team. This position requires a confident, professional communicator with strong organizational skills.

Essential Functions

• Financial Analysis:
• Create and manage effective financial and operational metric systems to provide management with concise information regarding real-time company performance.
• Provide analysis on financial results including the interpretation of current month performance information as a predictive tool for attainment of full year performance expectations.
• Financial Planning and Forecasting:
• Assist in the company’s financial planning processes, including the annual budget, monthly forecasts, and long-term strategic plans.
• Coordinate with department heads to collect relevant data, trends, analyze financial results, and provide accurate forecasts.
• Financial Reporting:
• Prepare and distribute the current daily, weekly, and monthly financial reports.
• Support the business in the development, preparation, and distribution of other ad-hoc reports and financial models as needed.
• Cross-functional Collaboration:
• Collaborate with various teams, including Accounting, Operations, Sales, and Marketing to gather data, understand drivers, and align financial goals with operational objectives.
• Foster strong relationships and act as a trusted advisor to management and other departments.
• Process Improvement:
• Continuously evaluate and enhance financial planning and analysis processes, systems, and tools.
• Implement best practices, automation, and efficiency measures to streamline operations and improve accuracy.
• Other duties as assigned.

Technical Competencies

• Advanced knowledge of standard accounting procedures.
• Proficient knowledge of general business practices.
• Advanced written and verbal communication skills.
• Advanced negotiation and presentation skills.
• Proficient customer service skills.
• Advanced computer literacy, including Microsoft Office.
• Advance math and calculation skills.
• Proficient organizational skills.
• Proficient time management skills.
• Basic knowledge of processes and technologies used in prototyping and manufacturing.
• Proficient office skills including alphabetizing, physically filing documents, scanning, e-mailing and electronically storing documents.

Behavioral Competencies

• Demonstrate effective written and verbal communication skills to tactfully collaborate with employees, colleagues, customers, and vendors.
• Demonstrates initiative and personal accountability to meet work demands and work effectively under pressure with limited supervision.
• Organize, prioritize, and manage multiple projects in a cross-functional environment for multiple stakeholders.
• Exercise sound judgment to identify problems and facilitate a process to solve problems consistent with company standards, practices, policies, or government law.
• Possesses a strong attention to detail and commitment to effectively produce high quality work.
• Demonstrates teamwork by sharing knowledge and helping where needed.
• Grasps complex concepts, anticipates possible problems and generates solutions with moderate problem-solving skills.
• Exercises a strong sense of drive and initiative.
• Demonstrates the ability to keep information confidential.
• Demonstrate flexibility and resilience in response to constraints, failures, and adversity.
• Display and foster integrity and honesty through the promotion of mutual trust and respect.
• Display the ability to manage multiple, critical projects simultaneously, reprioritizing as required

Education and Experience:

• Bachelor’s degree in Accounting, Finance, or Management required, a master’s degree preferred.
• 1-3 years of related financial reporting experience and/or month end close experience required
• Prior FP&A experience reporting, budgeting, forecasting, and analyzing financial data
• Strong Excel and PowerPoint skillset and experience

Work Hours/Travel:

• 1st shift work schedule, Monday through Friday
• Flexible scheduling in agreement with supervisor
• Remote work authorized based on business need.
• Must possess a valid driver’s license and proper insurance coverage for required travel.
• Out of area overnight travel (10%)

What Prototek Offers:

• Career advancement opportunities
• Flexible Schedule
• Competitive pay scale
• Paid time off (PTO) starting at 80 hours with annual increase for each year of service
• 9 paid Holidays annually
• Education reimbursement program
• Health, dental, vision, life and short-term disability insurance
• Company paid life and long-term disability insurance
• Employee Assistance Program (EAP)
• 401(k) match: 100% of 3% and 50% for 4% and 5%

• Financial Analysis:
• Create and manage effective financial and operational metric systems to provide management with concise information regarding real-time company performance.
• Provide analysis on financial results including the interpretation of current month performance information as a predictive tool for attainment of full year performance expectations.
• Financial Planning and Forecasting:
• Assist in the company’s financial planning processes, including the annual budget, monthly forecasts, and long-term strategic plans.
• Coordinate with department heads to collect relevant data, trends, analyze financial results, and provide accurate forecasts.
• Financial Reporting:
• Prepare and distribute the current daily, weekly, and monthly financial reports.
• Support the business in the development, preparation, and distribution of other ad-hoc reports and financial models as needed.
• Cross-functional Collaboration:
• Collaborate with various teams, including Accounting, Operations, Sales, and Marketing to gather data, understand drivers, and align financial goals with operational objectives.
• Foster strong relationships and act as a trusted advisor to management and other departments.
• Process Improvement:
• Continuously evaluate and enhance financial planning and analysis processes, systems, and tools.
• Implement best practices, automation, and efficiency measures to streamline operations and improve accuracy.
• Other duties as assigned