Senior Financial Planning Analyst

Charlotte, NC, United States

Position: Senior Analyst, Financial Planning and Analysis

Location: Ballantyne, NC \(Hybrid)

Position Overview: The Senior Analyst, FP&A is responsible for analyzing Columbus McKinnon’s business results, in addition to broader domestic and global economic data. Results of the analysis are compiled and presented to management and Executive Leadership Team to support business decisions. The role assists in the preparation and consolidation of the annual strategic plan, the annual budget, monthly forecasts and ad-hoc projects. The Senior Analyst, FP&A is a Power User of the company’s Business Intelligence systems enabling the standardization of global reporting for analytics and data consumption. The Senior Analyst will work collaboratively and be a business partner with Global Operations, Research & Development, and leaders at all levels of the organization to monitor performance and develop/ implement financial processes, which encourage the execution of the Company’s strategic initiatives. This is a progressive financial analytical role, not bound by traditional accounting and FP&A functions limited to only financial consolidation and analysis. Working in a fast-paced environment, the Senior Analyst must be highly skilled in Microsoft Excel and have a systems-orientation to be agile enough to develop and achieve the analytical requirements of key stakeholders.

Essential Duties and Responsibilities:

Assist in developing, compiling, and analyzing the annual financial budget, monthly forecasts, and annual strategic business plan

Support department leaders in project management, ad-hoc reporting and analysis of indicators to measure performance/ execution of Plant, Supply Chain and New Product Development objectives

Analyze current and past trends in key performance indicators (KPI’s) including all areas of revenue, gross margin, SG&A expense and capital expenditures

Monitor other KPI’s highlighting trends and analyzing causes of unexpected variance.

Collaborate with global employees to investigate variances and apply problem solving skills in the global organization

Develop financial models and analyses to support strategic initiatives

Analyze complex financial and business information and reports to provide accurate and timely financial recommendations to management for decision making purposes

Support the Executive Leadership Team and their teams with in-depth analysis

Develop models, which allow the Company to evaluate Returns on Investment, Internal Rates of Returns and Net Present Values of business investments

Compile and consolidate peer, market and industry data to monitor company performance in the context of macroeconomic developments

Prepare presentation materials for Executive Leadership Team and Board of Directors regarding financial and strategic activities for the Company

Utilize, develop and standardize Business Intelligence reporting that can be leveraged by the global organization

Collaborate with the Power BI Team to support executive decisions and empower stakeholders to understand their business, customers and vendors in new ways

Knowledge, Skills, Competencies, and Abilities:

Collaborate and proactively work across the global organization with a skillset to distill large datasets into management level models and presentations

Ability to interpret company financial statements to understand to improve key financial metrics

Experience in presenting to an executive leadership team or C-suite

Must be able to work independently and as a team on projects

Ability to analyze large amounts of data throughout the global organization

Strong Microsoft Excel and financial modeling (Power Query preferred)

Strong Microsoft PowerPoint and presentation skills

Strong organizational skills to manage multiple tasks and competing priorities independently

Familiarity and experience sourcing data from multiple ERP systems and Business Intelligence Tools

Basic understanding of US GAAP and other accounting regulations

Ability to work in a fast paced, highly productive environment where projects and direction can change quickly while creating thorough and detailed designs and documentation.

Works well in a team and ability to articulate with excellent verbal and written communication skills

Ability to think creatively, highly driven and self-motivated

Strong technical skills, data driven and detailed oriented. Demonstrated ability to “roll-up sleeves” and work with team members at all levels of the organization in a hands-on management capacity

Ability to work cooperatively with hands-on management or with minimal supervision

Strong Business Systems Experience (SAP, Oracle HFM/FCCS, Power BI)

Other duties, as assigned

Required Qualifications:

Bachelor’s degree in accounting, finance, economics or related field;

MBA or other Graduate certifications preferred

4+ years experience executing financial/ accounting/ business analytics in a fast-paced work environment

Public company experience preferred

3+ years experience in building and maintaining complex, excel-based financial models

10%+ Travel in Columbus McKinnon’s global footprint

About Columbus McKinnon:

Columbus McKinnon is a leading worldwide designer, manufacturer and marketer of intelligent motion solutions that move the world forward and improve lives by efficiently and ergonomically moving, lifting, positioning and securing materials. Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations and digital power and motion control systems. We are focused on commercial and industrial applications that require the safety and quality provided by our superior design and engineering know-how. Columbus McKinnon is a publicly traded company that has been in business for almost 150 years – proud of our heritage, where we come from, and where we’re going. As Columbus McKinnon grows globally, so does our need for driven and inspired employees. Join our winning team!

Columbus McKinnon Corporation promotes a diverse and inclusive workforce and is an Equal Opportunity Employer that does not discriminate against employees or applicants for employment on the basis of race, color, national origin, ancestry, age, religion, sex, gender, gender identity, gender expression, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, marital status, or any other Federal or State legally-protected classes. We also value the safety of all associates and work hard to maintain a Drug Free Workplace.

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