Financial Planning & Analysis Analyst

at  Generac Power Systems

Company Generac Power Systems
Name Financial Planning & Analysis Analyst
Req # 65282
Employment Type Full Time
Shift 1st
The Financial Planning Analyst plays a key role in providing financial planning and analysis support for Generac’s growth strategy. Responsibilities will include assisting with the preparation of numerous forecast updates, long-range plan (LRP), and annual budget process; along with related Executive presentations. Will assist in the review and analysis of actual financial performance and related Executive presentations. Will manage the creation of channel & account level forecasts and drives them through the SIOP process to enhance business delivery performance; working closely with leadership as well as sales, commercial, demand planning, sourcing, and operations teams to develop and analyze data to drive optimized customer behaviors. Participation in margin enhancement, business improvement, and other projects as applicable and necessary.

Prepare and drive sales forecasts through the SIOP process, activities include:

• Work cross-functionally to develop the monthly sales forecast;
• Work with the operations teams to coordinate demand planning with supply planning;
• Participate in the continuous improvement of the SIOP process;
• Participate in Inventory Management initiatives; - Ad hoc requests from management.

Assist in preparation of the annual budget, periodic forecast updates and long-range plan, including:

• Orders and shipments forecasts;
• Gross margin and mix forecasts;
• Operating expense forecasts; - Preparation of Executive presentations;

Assist the review and analysis of actual financial results, including:

• Sales and gross margin bridge analyses;
• Operating expense reviews; - Development of a consistent monthly financial package;
• Track and manage customer rebate and discount programs, including developing monthly accruals and facilitating customer payments.

MINIMAL QUALIFICATIONS:

• Bachelor’s degree or equivalent;
• Minimum 2 years relevant work experience in accounting, financial analysis, sales support or other related field.

PREFERRED QUALIFICATIONS:

• Accounting or Finance degree;
• SAP and BI experience;
• Manufacturing industry experience;
• Advanced Excel skills with the ability to create, understand, and maintain complex financial models and analysis;
• CPA certification;
• Strong understanding of financial statements including the ability to analyze an Income Statement, Balance Sheet and Cash Flow Statement;
• Ability to work both independently and as part of cross functional teams;
• Strong written and oral communication skills, project management skills, and organizational skills

KNOWLEDGE/SKILLS/ABILITIES:

• Financial and analytical skills to model and quantify impacts of assumptions and events;
• Ability to present information clearly and effectively to a variety of audiences;
• Ability to manage multiple projects and/or assignments concurrently;
• Proficiency in database applications and MS Office with excellent Excel skills;
• Ability to act proactively, independently, and decisively to quickly assess needs and identify logical solutions;
• Ability to think and act strategically;
• Significant attention to detail and high level of accuracy;
• Ability to work collaboratively across business units’ hierarchy and functions;
• · Excellent interpersonal, management, motivation and analytical skills;
• Self-starter with initiative and vision; ability to manage multiple projects simultaneously.
  Physical demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion, the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 pounds. Specific conditions of this job include are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel.
  “We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Please refer the Job description for details