Senior Financial Planning

Sr. Financial Analyst

The Wilbert Group is part of Marmon, LLC. a Berkshire Hathaway Company is currently seeking a Sr. Financial Analyst. This role will support leadership's growth, effectiveness, and efficiency initiatives across the company as we build the financial infrastructure to scale our growing company. This position will be part of the FP&A team, supporting the financial and business planning activities with hands-on forecasting, budgeting, analysis, data management, and reporting while working with management and business partners to identify and analyze financial metrics, ratios, and KPI’s. In addition, this role will help develop and maintain monthly reporting and analysis to provide insights and support optimal business decision-making.

Responsibilities:

· Work closely with business partners to review and prepare budgets and forecasts.

· Provide support for financial analysis, strategic planning, forecasting, budgeting, and business planning for the company.

· Ensure accuracy in reporting through a partnership with the financial systems and accounting teams.

· Maintain and prepare driver-based financial and operating models to support decision-making and long-term planning.

· Create intuitive reports, models, or dashboards that utilize a variety of data sources and provide insights into key metrics.

· Effectively communicate your insights and plans to cross-functional team members and management.

· Update and maintain various financial models and standard templates, ensuring quality, accuracy, and focused analytic review.

· Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.

· Utilize database technologies and Excel to develop, improve, and/or maintain standard reporting processes and design new analyses in collaboration with management.

· Leverage business intelligence systems, robust data analytics, and strategic thinking to perform analysis related to the Finance team's current initiatives and effectively communicate findings.

Qualifications:

· Bachelor’s degree in business, Finance, or Accounting required.

· 3-8+ years of relevant experience in accounting and finance

· Demonstrated experience in developing financial models, excellent quantitative analysis, and forecasting skills.

· Experience with Financial modeling and Power BI application.

· Experience with budget management, forecasting, and financial reporting is required.

· Experience with Accounting and ERP systems is preferred.

· Strong analytical skills: ability to gather and analyze financial and operational data.

· Proficient in Microsoft Excel with the ability to create and maintain complex models and analyze large amounts of data.

· Strong understanding of financial statements and financial models

· Ability to be a team player, but also work independently.

· Strong organizational abilities, with attention to detail and time management

· Ability to communicate effectively with executive management and all departments across the organization.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as necessary to meet the ongoing needs of the organization.