SUMMARY
The Sr. Financial Analyst, FP&A performs a variety of financial activities including budgeting, forecasting, building financial models, conducting research and preparing analysis using automated systems and tools in collaboration with business partners across the organization to promote growth aligned with company strategies and targets.
ESSENTIAL FUNCTIONS
Partner with business leaders to prepare 3-year operating plans, annual budget and LE (forecast) updates, identifying areas of risk and opportunity
Lead FP&A support for business leaders within the Sales, Marketing, R&D, Innovation and G&A functions to recognize and solve complex business problems through financial and statistical analyses, providing comprehensive financial expertise to improve enterprise financial performance
Provide Director, FP&A and other finance leaders feedback and communication regarding variations between plan and actual results, including the projected impact to future results throughout the reporting cycle, timely updates, expert analysis and responses to inquiries
Partner with finance team members to prepare, analyze and communicate financial profitability through monthly communications to executive leadership team
Assist in creation and delivery of enhanced management reports / dashboards / KPI's which allow business partners to better understand the business and make improved decisions
Ensure appropriate methods are in place to accurately track, forecast and analyze the enterprise wide strategic initiatives to aid the business in making critical, time-sensitive decisions
Use and create financial models, systems and software to complete tasks and reduce process complexities to simplify business interactions.
Become a subject matter expert and report designer in Workday Adaptive Planning
Develop strong working relationships to finance and business partners, collaborating to ensure a collegial, productive and effective team environment
Other duties as assigned
Supervision of Staff
No direct reports or direct budgetary oversight
REQUIREMENTS
Experience/Education
Bachelor's degree in Accounting or Finance
Strong background and exposure to all areas of finance (such as FP&A, controllership, accounting, tax, treasury) preferred
Minimum five years' progressive finance experience in a comparable environment
Experience presenting to executive leadership
Experience with the scope of duties listed in the job description
Knowledge/Abilities/Skills
Ability to review, prepare, and analyze financial, statistical and analytical reports and metrics and translate them into operational goals
Ability to identify financial performance trends, anticipate impacts, explain variances and recommend solutions
Ability to naturally analyze, prioritize, and synthesize all types of information to allow consistent, timely and effective business impact
Strong team player with the ability to build partnerships, problem solve, influence decisions and work in a collaborative style
Forward-thinking in implementing tools and techniques to improve analytics to drive better business decisions
Ability to use, develop and create detailed / automated financial models
Strong working knowledge of GAAP
Proficient in extracting and interpreting data from ERP and planning systems
Excellent organization skills, attention to detail
Demonstrated ability to maintain confidentiality of sensitive information, exercise discretion, and display good judgement
Ability to effectively manage competing priorities and meet deadlines
Quick learner and quick thinker, good at brainstorming
Self-starter requiring limited task supervision
Process-oriented thinking with an eye toward improvements whenever possible
Excellent verbal and written communication skills
Excellent interpersonal skills
Commitment to and ability to demonstrate TM's Company values: humility, respect, quality, collaboration, innovation and sustainability
Technical Skills:
Proficient with accounting and ERP systems such as Dynamics AX and Office 365
Advanced level skills with MS Office Excel (queries, macros and advanced pivot tables) and proficient with MS Office Suite
Skilled with financial planning / management reporting systems (Adaptive Planning, Hyperion, Cognos, etc.) including design and implementation
Previous experience in CPG firms a plus
Travel Requirements (if any)
Occasional overnight travel to conferences / seminars or other company locations may be required
Travel to and from the Rohnert Park, CA offices and Sebastopol, CA offices for work purposes
Office Hours/Location:
This position is based in Rohnert Park, CA. Office hours are Monday through Friday, 8:30 - 5:00 pm. This is a hybrid role offering the flexibility to occasionally work remotely. Expected in-offices days are Tuesday and Thursday. Subject to change.
Remote candidates will not be considered for this role.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Traditional Medicinals, Inc. and its subsidiaries are proud equal-opportunity employers. We wholeheartedly embrace authenticity, diversity, and people's differences. We acknowledge, celebrate, and support individuality to the great advantage of our consumers, our stakeholders, our products, and the planet. We are committed to building an inclusive workplace for all our people.
We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Compensation range is $87,100 - $113,400 per year.
Compensation is determined based on non-discriminatory, business-related factors, including but not limited to, training, experience, education and/or professional certifications, geographic location, and market data.
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