Analyst II, Financial

About the position

The Financial Planning and Analysis (FP&A) Group is at the forefront of the Carl Zeiss Vision (CZV) North America's commercial operation. As an Analyst, the individual is not only responsible for providing in-depth financial analysis for the US House, but also responsible to improve the process for budgeting and forecasting. This position will partner with business areas across the company to develop and analyze forecasts/actual results and will contribute immediately to CZV North America in significant ways. Initiatives within FP&A are cross-functional by nature and require interacting and working with a wide range of CZV functional groups, including Sales, Marketing, Supply Chain Management (SCM), Accounting, HR and the Corporate group.

Responsibilities

• Creates and analyze Financial data (i.e. budgets, variance analysis, income statements).
• Provide recommendations to reduce costs and improve financial performance.
• Update management team with current month results to identify any forecast gaps.
• Develop financial models and tools to improve forecasting process.
• Drive process and policy development initiatives.
• Prepare monthly P&L and variances between forecast and actual.
• Investigate any material variance issues.
• Control the US House Operating expenses, ensure money is efficiently and effectively spent and costs remain aligned with budget and forecast.
• Prepare monthly OPEX report summarizing analysis for US House.
• Play a major role in monthly close process including review of general ledger and account fluctuations.
• Support corporate & financial analysis.
• Assist with restructuring of freight expense to simplify coding, billing, and allocation of costs to correct business segment.
• Performs ad-hoc projects for the department.

Requirements

• Minimum of 3 years of experience in financial reporting and analysis
• Proficiency in excel and financial software applications (Essbase preferred)
• Bachelor's degree in finance or accounting
• Experience with financial budgeting, forecasting and analysis
• Strong quantitative abilities with ability to identify and analyze key business metrics and deliver clear and actionable management reports
• Strong project management, analytical and problem solving skills
• Excellent verbal and written presentation skills, including ability to communicate analyses and recommendations to senior management
• Able to handle multiple assignments and manage competing priorities with tight deadlines
• Self-motivated team player with experience working in a fast-paced team environment
• Ability to work independently in a dynamic, high pressure environment
• Self-starter with a high degree of initiative, sense of urgency and demonstrated leadership abilities
• Proficient in the MS Office suite, i.e., Power BI, Excel, PowerPoint, Word and Outlook

Benefits

• Medical
• Vision
• Dental
• 401k Matching
• Employee Assistance Programs
• Vacation and sick pay from your first day