Senior Financial Analyst

Lincoln Industries - Lincoln, NE

Full-time - Mid Level

Lincoln, NE

Fabricated Metal Product Manufacturing

About the position

The Sr. Financial Analyst plays a crucial role in the financial management of the organization, working closely with the senior leadership team to oversee various functions related to financial planning, forecasting, and standard costs. This position is integral to the optimization of the ERP system and involves detailed analysis of financial performance across different time frames, including daily, monthly, quarterly, and annual variance analyses. The analyst will conduct profitability and expense analyses, ensuring that the financial health of the company is maintained and improved upon. In addition to these analytical responsibilities, the Sr. Financial Analyst will manage the preparation of Profit and Loss (P&L) statements in collaboration with the Controller. This includes overseeing margin analysis for various business segments and developing strategic initiatives aimed at enhancing the financial performance of the department and the company as a whole. The role requires a proactive approach to financial management, with a focus on aligning financial strategies with the overall goals of the organization. The position also entails managing the annual profit plan (budget) across the enterprise, which involves working with various departments to compile sales, production, SG&A, and other budgets. The analyst will assist the Controller in the creation of new budget departments, divisions, and segments, and will compile monthly business segment P&L statements and other reporting. Leading monthly segment reviews with cross-functional teams is also a key responsibility, ensuring that all stakeholders are aligned and informed about financial performance and expectations.

Responsibilities

• Manage annual profit plan (budget) across the enterprise.
• Work with various departments to compile sales, production, SG&A, and other budgets.
• Assist Controller in creation of new budget departments, divisions, segments.
• Compile monthly business segment P&L statements and other reporting.
• Lead monthly segment reviews with cross-functional teams.
• Provide or supervise the completion of financial analysis for various internal stakeholders.
• Evaluate weekly reporting related to sales, gross margin, departmental breakdowns, and all other P&L related items.
• Maintain and improve the standard costing system and act as the primary liaison with internal stakeholders.
• Develop and maintain costing/quoting tools for all locations and support various sales functions in quote development and review.
• Serve as the primary contact for financial requests and support for Operations.

Requirements

• Bachelor's degree in Accounting or Business Administration.
• 3-5 years of related experience and/or training; or equivalent combination of education and experience.
• 3-5 years of public accounting experience preferred.
• CPA highly desired.
• Ability to interpret a variety of instructions in written, oral, diagram, or schedule form.
• Problem-solving skills and ability to deal with a variety of concrete variables in situations with limited standardization.
• Good working knowledge of accounting principles and practices.
• Proficiency in Microsoft Excel, Word, Office, and Outlook.

Nice-to-haves

• Bi-lingual Spanish highly desired.