POSITION SUMMARY
The Senior Financial Business Analyst serves as a strategic business partner to Executive Leadership, Finance, and Sales by providing financial analysis, business intelligence, and data-driven recommendations that support profitable growth and informed decision-making. This position leads financial planning, forecasting, pricing, profitability analysis, sales analytics, and executive reporting while identifying opportunities to improve business performance across the organization. Working independently and collaboratively with cross-functional leaders, the incumbent develops financial models, dashboards, and business insights that support strategic initiatives, operational excellence, and long-term organizational success.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Financial Planning & Analysis (FP&A)
- Lead the annual budgeting process and periodic financial forecasting.
- Develop financial models to evaluate profitability, capital investments, operational initiatives, and strategic opportunities.
- Analyze financial performance, identify trends and variances, and provide recommendations to improve business performance.
- Support long-range financial planning and strategic business initiatives.
Sales, Revenue & Commercial Analytics
- Analyze customer, product, channel, and market profitability.
- Evaluate pricing strategies, customer contracts, bids, and promotional opportunities.
- Develop sales performance metrics, revenue dashboards, and profitability analyses.
- Partner with Sales leadership to identify growth opportunities and improve commercial performance.
Business Intelligence & Executive Reporting
- Design and maintain executive dashboards and KPI reporting using Power BI and other business intelligence tools.
- Prepare financial analyses and presentation materials for Executive Leadership, ownership, and Board meetings.
- Translate complex financial and operational data into meaningful business insights and recommendations.
- Develop standardized reporting that supports timely and informed business decisions.
Business Partnership & Strategic Support
- Partner with Finance, Sales, Operations, Procurement, Customer Service, and Executive Leadership to identify opportunities for improved financial and operational performance.
- Conduct business case analyses, return-on-investment (ROI) evaluations, and scenario modeling to support strategic decisions.
- Recommend process improvements that strengthen financial controls, reporting accuracy, and operational efficiency.
- Support capital projects, or other strategic initiatives as assigned.
Business Systems & Data Analytics
- Develop and maintain financial reporting models using ERP systems, Power BI, SQL, Excel, and other analytical tools.
- Ensure data integrity, consistency, and auditability across financial reporting.
- Utilize AI-enabled productivity tools, where appropriate, to improve analytical efficiency while maintaining sound financial controls and data accuracy.
- Collaborate with IT and business users to improve reporting capabilities and system utilization.
Leadership & Continuous Improvement
- Lead or participate in cross-functional improvement projects.
- Promote best practices in financial analysis, reporting, and business intelligence.
- Maintain documentation of financial models, reporting processes, and analytical methodologies.
- Perform other duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge, skills, and abilities required
Education & Experience
· Bachelor's degree in Finance, Accounting, Economics, Business Administration, Business Analytics, or a related field is required.
· Five (5) to eight (8) years of progressively responsible experience in financial planning and analysis (FP&A), commercial finance, business analytics, strategic finance, or a related field.
· Equivalent combinations of education and relevant experience may be considered.
Required Knowledge, Skills & Abilities
· Financial planning and analysis (FP&A)
· Budgeting and forecasting
· Financial modeling and scenario analysis
· Pricing strategy and profitability analysis
· Sales and commercial analytics
· Advanced Microsoft Excel
· Power BI, Power Query, and dashboard development
· ERP systems (Microsoft Dynamics NAV/Business Central preferred)
· SQL and data analysis
· Strong business acumen and strategic thinking
· Excellent written, verbal, and presentation skills
· Ability to communicate financial information to non-financial audiences
· Strong project management, organizational, and analytical skills
· Ability to exercise sound independent judgment and manage multiple priorities
· Bilingual English/Spanish preferred
Preferred Qualifications
· MBA, CPA, CMA, or other relevant professional designation
· Experience in manufacturing, food processing, agriculture, or consumer packaged goods (CPG)
Physical Requirements
· Work primarily in an office environment.
· Ability to work at a computer for extended periods.
Key Competencies
Strategic Financial Analysis
Business Acumen
Commercial & Sales Analytics
Financial Modeling
Business Intelligence
Critical Thinking
Decision Support
Executive Communication
Cross-Functional Collaboration
Continuous Improvement
Accountability
Professional Integrity
Pay: $85,000.00 - $100,000.00 per year
Benefits:
- Bereavement leave
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
