Senior Financial Analyst - Operations FP&A

About the position

This position will partner with the Operations team in 1 of the 5 regions from a financial analysis capacity. This role is expected to work hand-in-hand with the Regional Operations VP, branch leaders, and transportation leaders to analyze and investigate complex information reported in the internal financial statements and other periodic financial reports. Develop a deep understanding for the distribution center process flow and articulate how specific actions influence financial results. Maintain regional financial forecast models and work with branch and transportation leaders to improve accuracy / drive performance. Analyze and communicate financial results and performance KPIs to regional leadership. Identify high and low performing areas and discuss performance drivers and future forecast expectations. Partner with distribution center leaders to maintain an accurate rolling forecast as well as annual plan / quarterly outlook submissions. Understand key initiatives within the distribution center and how they will be reflected financially. Ensure forecast expectations are accurately reflected in Anaplan. Provide financial decision support through NPV / ROI analysis, and scenario modeling for proposed investments, projects, or new business initiatives. Provide recommendations to regional leadership. Create meaningful relationships with team members across all areas of the distribution center and develop an understanding of each team’s role. Possess the ability to articulate clearly how specific events / actions impact financial results. Ensure accuracy in the region’s financial results and reporting. Collaborate with Information Systems, Engineering, Finance and other Operations teams to ensure data integrity. Drive continuous improvement by creating new analysis, innovating on current metrics and reporting. Use SQL and advanced excel functionality to interpret large quantities of data and provide a meaningful analysis. Ability to travel within the designated region as needed (10-15%).

Responsibilities

• Partner with the Operations team in a financial analysis capacity.
• Work with the Regional Operations VP, branch leaders, and transportation leaders to analyze complex financial information.
• Develop a deep understanding of the distribution center process flow.
• Maintain regional financial forecast models.
• Analyze and communicate financial results and performance KPIs to regional leadership.
• Identify high and low performing areas and discuss performance drivers.
• Partner with distribution center leaders to maintain an accurate rolling forecast.
• Ensure forecast expectations are accurately reflected in Anaplan.
• Provide financial decision support through NPV/ROI analysis.
• Create meaningful relationships with team members across all areas of the distribution center.
• Ensure accuracy in the region’s financial results and reporting.
• Collaborate with Information Systems, Engineering, Finance, and other Operations teams.
• Drive continuous improvement by creating new analysis and innovating on current metrics.
• Use SQL and advanced Excel functionality to interpret large quantities of data.

Requirements

• Bachelor’s degree.
• At least 3 years of financial planning, reporting, and analysis experience.
• Advanced Microsoft Excel skills including PowerPivot, PowerQuery, pivot tables, multiple if statements, financial modeling.
• Experience using SQL (joining tables, nested queries).

Nice-to-haves

• Bachelor’s degree in Finance, Supply Chain, or related field.
• Some Distribution center / supply chain experience.
• Experience using Alteryx (building workflows from multiple data sources).
• Experience using Tableau (building dashboards, calculated fields, parameters and sets).
• Familiarity in SAP financial enterprise reporting system and Oracle EPM.

Benefits

• Health insurance.
• Life and disability insurance.
• 401(k) contributions.
• Paid time off.