Financial Planning Analyst

Job Description

IDENTIFICATION

Position Title: Financial Planning Analyst

Supervisor: FP&A Manager Date Completed: 10/01/2024

Department: FINACCT FLSA Classification: Exempt

Location(s): River Road Status: Full-time

II. PRINCIPAL ACCOUNTABILITIES (SUMMARY)

Reporting directly to the Financial Planning & Analysis Manager, the Financial Planning Analyst will support finance, operations, and sales with financial and profitability analysis. The position will take a lead role in compilation and review of annual budget and recurring forecasts. They will be responsible for timely completion of activities related to monthly financial close and will support accounting functions, as required. They will interface with the sales team on developing pricing for new programs and ensuring the organization has accurate costing information for decision making. They will familiarize themselves with the company ERP and BI software, supporting the operations and sales teams, while continuously identifying areas for improvement. The Financial Planning Analyst will support the corporate development team in evaluating and integrating potential acquisition candidates.

III. POSITION REQUIREMENTS

Education, Credentials, Licenses:

A.S degree in Finance or Accounting or equivalent combination of experience and education.

Kind & Length of Experience:

1-2 years of experience in accounting/financial analysis role is required
Experience with Finance or Accounting is preferred
Experience with Microsoft Excel is required
Must have excellent verbal skills
Experience in a manufacturing environment is preferred
Internediate skills in Microsoft Excel preferred
Experience with Business intelligence software is preferred

IV. PERFORMANCE MEASURES AND STANDARDS

Coordinate with Accounting, Plant and Business Managers to complete FP&A analysis on monthly financials.
Perform regular reviews of product costs and profitability.
Work with sales teams to support quoting activities.
Work with operations team to identify and capitalize on cost improvement initiatives.
Support month end accounting close and annual audit, as required.
Help to support ERP and BI systems.
Work with teams throughout the organization in compiling information required for annual budgets and forecasts.
Coordinate monthly forecasting and regular updates with business and operations managers.
Coordinate with accounting to implement processes related to accounting/finance.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Safeguard Confidential information regarding all company affairs.
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
In your absence you are to ensure that the tasks assigned to you are adequately covered by trained personnel. You are responsible to communicate and work with your manager to ensure your workload is covered when you are out.
Adhere to all Environmental, Health, Safety, Security Requirements covered under Local State and Federal Regulations.
Maintain Hazardous waste in accordance to all Local, State, and Federal Regulations;
Other duties as required

Peter Cremer Training Required

We will follow the company written training program for this position.

Customer Service, Teamwork & Code of Conduct

Maintain a safe, legal and environmentally protective operation
Listen to our customers, suppliers and employees
Respond quickly to customer concerns
Follow set guidelines for GMP, quality and food safety requirements
Maintain training on applicable procedures in quality, GMP, and food safety
Report any food safety, security, and / or quality issues to management or the HACCP team to initiate action
Provide flexible and innovative strategies to support new business opportunities
Be cost effective in the utilization of our resources, thereby contributing to the profitability of Peter Cremer North America, LP and our customers
Strive for continued improvement
Willing and eagerness to learn
Maintain positive “Can Do” attitude

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