Financial Analyst
Responsibilities
- Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
- Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
- Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
- Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
- Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
- Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
- Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
- Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
- Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
- Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
- Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
- Contribute to cross-functional projects, offering financial analysis support as needed
- Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
- Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
- Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
- Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
- Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
- Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
- This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
- During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
- Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
- Excellent ability to interpret financial statements
- Excellent understanding of Accounting and Financial systems
- Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
- Able to identify improved methods of performing database management, and analysis
- Strong analytical and problem-solving skills with excellent attention to detail
- Intellectual curiosity and desire to learn about business
Minimum Qualifications
- 3–5+ years of progressive experience in FP&A, business finance, or operations finance
- Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
- Solid understanding of cost accounting, inventory flow, and financial KPIs
- Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
- Strong analytical, communication, and business partnering skills
- Master’s degree in Finance, Accounting, Economics, or a related field (CPA a plus)
- Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.