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<h3>Job Description</h3>
Job DescriptionDescription:
Paek Management Group is a fast-growing family office overseeing a portfolio of franchise businesses and investment holdings, including operations across dozens of retail locations. As we scale, we are building a high-performance team with the tools and infrastructure to drive disciplined execution, financial visibility, and long-term value creation.
 
We are seeking a Senior Financial Analyst to support the Managing Director in developing and managing financial models that drive operational oversight, budget adherence, investment decisions, and covenant compliance. This is a high-impact role ideal for someone who thrives in analytical environments and is ready to take full ownership of financial planning and analysis.
Requirements:
This individual will serve as the financial modeling lead across the enterprise, working directly with the Managing Director to build and maintain high-precision tools in support of budgeting, forecasting, cash flow analysis, and investment evaluation.
They will be responsible for turning raw data into insights, building flexible forecasting tools, monitoring performance against plan, and helping drive data-informed decisions across the organization. The ideal candidate will bring strong technical skills in Excel and be comfortable using tools to automate reporting, streamline modeling processes, and connect data across systems. They will have a passion for building scalable models that improve financial visibility and operational control.
Leadership Profile
The person in this role is a high-output, analytical thinker with a deep understanding of finance, operations, and modeling. They are highly proficient in Excel and take pride in delivering clean, well-structured models that business leaders can rely on to make decisions.
They think in systems, work quickly, and continuously improve their tools and workflows. This individual operates with a strong sense of ownership, ethical responsibility, and a commitment to helping the organization meet its financial targets and obligations.
Key Responsibilities
Financial Modeling and Forecasting
· Build, maintain, and improve dynamic Excel models for cash flow forecasting, scenario planning, and operational tracking
· Develop store-level and consolidated forecasts, with sensitivity toggles and driver-based assumptions
· Structure financial tools that support proactive decision-making and day-to-day performance management
Budgeting and Variance Analysis
· Collaborate with department heads to prepare annual budgets and rolling forecasts
· Track performance against budget and generate monthly variance analysis
· Identify cost trends, operational inefficiencies, and margin drivers
Loan Covenant and Compliance Reporting
· Maintain accurate models to monitor financial covenant compliance across multiple lending facilities
· Prepare lender-ready financial reports and support documentation
· Proactively flag risks and support mitigation planning
Investment and Strategic Analysis
· Build and evaluate financial models for new investments, acquisitions, and capital projects
· Develop concise financial summaries and visualizations that translate complex models into actionable insights for leadership
· Assist in evaluating potential growth opportunities, capital deployment strategies, and financial risks across the portfolio
Systems and Automation
· Automate recurring reports and streamline file management using available tools and scripts
· Connect models with accounting, POS, and HR systems to improve reliability and timeliness
· Support dashboarding or visualization tools to help communicate key metrics to stakeholders
Candidate Profile
The ideal candidate is a technically strong and self-directed analyst with deep experience in Excel and a working knowledge of automation or data tools. They thrive in fast-moving environments, care deeply about precision, and enjoy building models that create clarity, accountability, and operational excellence.
They are a trustworthy, low-maintenance partner who can translate complex data into clean outputs and who takes full ownership of the financial tools that support the leadership team.
Qualifications
· 3 to 8 years of experience in FP&amp;A, investment banking, corporate finance, or similar analytical roles
· Advanced Excel skills required (including Power Query, pivot tables, scenario modeling, etc.)
· Experience with Python, Power BI, VBA, SQL, or similar tools for automation and analysis is a strong plus
· Experience supporting multi-location operations or franchised businesses preferred
· Strong understanding of financial statements, forecasting principles, and operating metrics
· Highly organized, deadline-oriented, and detail-driven
· Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s a plus)
 
Compensation
We offer a competitive salary and performance-based bonus, commensurate with experience. The role has strong visibility with leadership and the potential to grow into a more senior position over time.

Senior Financial Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
Job Location: Union City, CA | In Person at our Corporate Headquarters
FLSA (Fair Labor Standards Act): Exempt
Reporting Structure: Chief Financial Officer
Salary Range: $140,000.00-$160,000.00
 
About the Company
Vintner’s Distributors is the corporate arm for Loop Neighborhood Market and Poppy Markets, based in Union City, Calif., with stores and stations across California. The company was founded in 1978 and develops real estate and owns and operates gas stations with convenience stores and car washes. Loop Neighborhood Market also has a wholesale division that delivers fuel to dealer locations in the market.
 
Position Summary
We are seeking seasoned financial analytics professional with at least 12 years of experience to oversee and drive financial strategy, analysis, and decision-making across our multi-entity retail operations. This role requires a strategic thinker with strong financial acumen, deep experience in the retail sector, and the ability to lead high-impact initiatives. The Senior Financial Analyst will be a key contributor to executive decision-making, supporting long-term planning, investment evaluation, and performance optimization across all lines of business.
 
Key Responsibilities
<ul>
<li>Lead financial analysis and reporting for a multi-company retail structure, including fuel, convenience retail, real estate, and wholesale operations.</li>
<li>Drive the monthly and quarterly close process by reviewing results, identifying key variances, and providing actionable insights.</li>
<li>Develop and refine key performance indicators (KPIs) aligned with business goals across all entities.</li>
<li>Assess capital investment opportunities, ROI, and long-term financial implications of major projects.</li>
<li>Build and maintain sophisticated financial models to support scenario planning, budgeting, and strategic forecasting.</li>
<li>Partner with executive leadership to evaluate new business initiatives, pricing strategies, and margin improvement opportunities.</li>
<li>Oversee the development of the Annual Operating Plan (AOP), long-range financial plans, and rolling forecasts.</li>
<li>Lead initiatives to improve operational efficiency and cost effectiveness, leveraging cross-functional collaboration.</li>
<li>Identify, recommend, and implement financial software tools and process enhancements to support scaling operations.</li>
<li>Mentor and train junior finance team members and support ongoing professional development.</li>
<li>Maintain up-to-date knowledge of retail industry trends, regulatory changes, and macroeconomic factors affecting the business.</li>
</ul>
Requirements:
Qualifications
<ul>
<li>Bachelor’s degree in Finance, Accounting, or a related field required; CPA or MBA strongly preferred.</li>
<li>Minimum of 12 years of progressive financial experience, with at least 5 years in a senior or strategic finance role.</li>
<li>Proven experience in the retail sector, especially in multi-unit or multi-entity structures.</li>
<li>Expertise in financial reporting, modeling, budgeting, forecasting, and variance analysis.</li>
<li>Strong command of US GAAP and experience working closely with accounting teams.</li>
<li>Highly proficient with Microsoft Excel (including pivot tables, advanced formulas, and modeling), and financial systems such as NetSuite, Adaptive Insights, or similar.</li>
<li>Strategic thinker with exceptional business acumen, attention to detail, and the ability to communicate complex financial information to non-financial stakeholders.</li>
<li>Demonstrated ability to lead cross-functional projects and deliver impactful results in fast-paced environments.</li>
</ul>
Compensation &amp; Benefits
<ul>
<li>Competitive base salary with performance-based bonus potential</li>
<li>Comprehensive medical, dental, and vision coverage</li>
<li>401(k) retirement plan with employer match</li>
<li>Paid vacation and holidays</li>
</ul>
Disclaimer
The list of responsibilities outlined above is a general summary of the position. Management reserves the right to revise or adjust the job description at any time based on the needs of the company.
 
Background Check
The company reserves the right to run background checks as a condition of employment.

<h3>Job Description</h3>
Job DescriptionDescription:Company Overview: 
FilterEasy, LLC is a leading manufacturer and direct-to-consumer distributor of air and water filter products. The subscription-based service eliminates the stress of remembering when to change filters in the home to maintain healthy air and drinking water. With just a few clicks via its modern e-commerce design, customers are set up to receive their filters on-time, when it’s time to change them - never having to think about it again. FilterEasy is private-equity backed by Great Hill Partners. 
 
Job Summary: 
The Financial Analyst will be key in monitoring and reporting on FilterEasy’s financial performance. The role is expected to have a strong focus on operating costs, while also supporting month-end reporting and other FP&amp;A functions. The ideal candidate will have a solid analytical mindset, attention to detail, and a deep understanding of cost accounting within a manufacturing and subscription-based business model. This role provides exposure to both financial and operational data, requiring the ability to work cross-functionally with other teams to provide actionable insights to drive business performance.The Financial Analyst will travel to our manufacturing facilities in Wilson, NC, to be closely involved with operations, understand cost drivers at the source, and build relationships with key operational teams that you will support going forward.
 
Duties/Responsibilities:
<ul>
<li>Operating Cost Tracking &amp; Reporting: Manage the tracking, analysis, and reporting of operating costs, ensuring alignment with budgeted and forecasted expenses.</li>
<li>Month-End Reporting: Assist with the preparation of monthly financial reports, ensuring accuracy and timeliness in the reporting of financial results.</li>
<li>Cost Analysis: Provide detailed insights into cost drivers, variances, and opportunities for cost optimization within the business.</li>
<li>Forecasting &amp; Budgeting: Support the preparation of periodic forecasts and annual budgets, working closely with cross-functional teams.</li>
<li>Subscription Metrics Analysis: Leverage an understanding of subscription-based business models to analyze key metrics (e.g., Customer Lifetime Value, Churn, CAC) and provide insights for strategic decision-making.</li>
<li>Collaboration with Operations Teams: Partner with Operations, Supply Chain, and other business units to gather and analyze operational data related to production costs, inventory, and fulfillment.</li>
<li>Ad-hoc Financial Analysis: Support ad-hoc financial analyses to guide business decisions and strategic planning.</li>
<li>Process Improvements: Identify areas for process improvement within cost tracking, reporting, and FP&amp;A functions to drive efficiency and accuracy.</li>
</ul>
Requirements:Required Skills/Abilities: 
<ul>
<li>Ability to analyze complex financial data, draw insights, and communicate findings clearly.</li>
<li>High attention to detail, with a focus on accuracy and data integrity.</li>
<li>Deep understanding of manufacturing cost drivers and subscription-based business models; bonus points for experience in manufacturing businesses.</li>
<li>Strong proficiency in Microsoft Excel and expertise in financial modeling.</li>
<li>Strong written and verbal communication skills, with the ability to present financial information to non-financial stakeholders.</li>
<li>Must be willing to travel periodically to our manufacturing facilities in Wilson, NC, as part of the role.</li>
</ul>
Education and Experience:
<ul>
<li>Education: Bachelor’s degree in Finance, Accounting, Economics, or related field. CPA, CFA, or other relevant certifications are a plus.</li>
<li>Experience: Minimum of 2 years of experience in financial analysis, with a strong focus on cost accounting or reporting. Exposure to manufacturing environments and cost reporting is highly preferred.</li>
<li>Experience in ERP systems is required, with a strong desire to become proficient in ERP functionality and reporting within finance. Bonus points for experience with NetSuite or other advanced ERP platforms. </li>
</ul>
Physical Requirements: 
Prolonged periods of sitting at a desk and working on a computer

Financial Analyst - Hybrid

<h3>Job Description</h3>
Job DescriptionDescription:
The Senior Financial Analyst will play a critical role in supporting the financial planning and analysis function across the business. This role will lead revenue planning and forecasting, manage department budgets, support the annual operating plan, and provide detailed financial analysis to drive Ruprecht business performance. The analyst will serve as a key financial partner, delivering insights that support decision-making across sales, marketing, and operations. 
 
Role and Responsibilities 
<ul>
<li>Lead the integrated revenue, margin and balance sheet aspects for monthly close, monthly forecasting and planning processes in close collaboration with the Commercial organization. Provide detailed analysis of monthly sales and margin variances, programs and allowances, accounts receivables as well as ad hoc analytics as situations arise. Identify areas of income opportunities or exposure based on either selling or raw material price changes.</li>
<li>Support monthly and quarterly close processes, including journal entries, reconciliations, internal control and external audit activities related to commercial finance.</li>
<li>Manage department-level budgets for Commercial and Marketing, ensuring alignment with strategic and financial goals. Consolidate and report financial results, including variance analysis and performance metrics, for leadership review.</li>
<li>Partner with commercial and operations to identify SKU rationalization targets</li>
<li>Analyze customer, channel, and product-level profitability to support pricing, promotions, and portfolio optimization.</li>
<li>Lead demand forecasting efforts, integrating inputs from Sales, Marketing, and Operations to improve accuracy and responsiveness.</li>
<li>Support monthly and quarterly close processes, including journal entries and reconciliations related to commercial activities.</li>
<li>Collaborate with cross-functional teams to enhance financial transparency and decision-making.</li>
<li>Assist in the development and automation of reporting tools and dashboards using Excel, Power BI, or similar platforms.</li>
<li>Contribute to continuous improvement initiatives across financial systems and processes</li>
</ul>
 
Requirements:
Preferred Qualifications and Education Requirements
<ul>
<li>Bachelor’s degree in accounting or finance required</li>
<li>3+ years of experience supporting a commercial organization in a financial analyst/senior financial analyst role</li>
<li>Prior experience with Fortune 500 company or CPG industry experience preferred</li>
<li>Intermediate to advanced knowledge of Microsoft Office, especially Excel and Power BI</li>
<li>Experience working with ERP (Syspro, QuickBooks) systems</li>
<li>Detail oriented with a focus on delivering timely and accurate results</li>
<li>Process oriented with a focus on challenging the status quo and being the agent of change</li>
</ul>

<h3>Job Description</h3>
Job DescriptionDescription:
Senior Financial Analyst
 
Reports To (Supervisor/Hiring Manager Title): Manager, FP&amp;A
 
Onsite 100%
 
Position Overview/Job Description: The Senior Financial Analyst will play a crucial role in supporting the organization’s financial planning, budgeting, forecasting, and reporting processes. This position will work closely with cross-functional teams to provide insights that drive strategic decision-making and enhance financial performance.
 
Responsibilities:
<ul>
<li>Analyze profit &amp; loss statements, explaining variances in performance and monitoring actions to ensure delivery of financial commitments</li>
<li>Perform trend and sensitivity analysis to evaluate key challenges and opportunities</li>
<li>Perform field finance work</li>
<li>Prepare and participate in financial and operational discussions with business leaders</li>
<li>Serve as a business partner with various leaders to drive additional profitability through analysis and reporting</li>
<li>Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards</li>
<li>Increase productivity by developing automated reporting and modeling tools</li>
<li>Assist in the creation of executive presentations</li>
<li>Lead and participate in ad hoc projects</li>
</ul>
 
Qualifications:
<ul>
<li>Prior experience preferably in a finance, account, or business analyst/planning role</li>
<li>Experience with advanced Excel functions and PowerBI is a must</li>
<li>Proven ability to manage multiple priorities and meet deadlines</li>
<li>Strong analytics, problem-solving, data and technical capabilities</li>
<li>Strong interpersonal skills, partnering and collaboration skills</li>
<li>Experience managing processes and projects that involve collaboration with teams across the organization</li>
<li>Excellent oral/written communication and presentation skills</li>
<li>Experience in creating business models</li>
</ul>
 
Education Requirements: Bachelor’s Degree required; preferably in Finance, Accounting, or similar field.
 
Salary/Hourly Rate: Depending on experience.
 
Company Overview: Headquartered in Pittsburgh, PA, R&amp;R has developed into a leading provider of transportation and logistics services to a variety of industries by utilizing our unique ability to deploy assets and partners' strengths on behalf of our customers. Using a combination of truck assets and contracted carriers, R&amp;R and its family of companies move hundreds of thousands of shipments per year. Our capabilities are supported and enhanced by a proprietary suite of systems and technologies which provide centralized visibility and control of customer loads.
 
For over 40 years, R&amp;R has been dedicated to being the best in class in the logistics industry and providing efficient and cost-effective solutions that meet our customers' transportation requirements. We are dedicated to delivering the necessary expertise to our customers by understanding their supply chain needs. We are committed to doing things right the first time, thereby increasing productivity and efficiency for our clients.
 
Benefits:
<ul>
<li>Comprehensive benefits package, including medical, dental, and retirement plans.</li>
<li>Opportunities for professional growth and development within a rapidly expanding logistics firm.</li>
<li>Collaborative and inclusive work environment that values teamwork and innovation.</li>
<li>Exposure to a diverse range of clients and industries, contributing to a well-rounded professional experience.</li>
<li>Eligible for company benefit program on the first of the month following 30 days</li>
<li>24/7 on-site gym available to employees</li>
</ul>
Requirements:

<h3>Job Description</h3>
Job DescriptionDescription:
For over 88 years, Vortex has been dedicated to one mission: Delighting the Customer. Today, we’re on a journey to become America’s leading provider of high-quality, customer-centric commercial and industrial door services. Join us in shaping the future of an established brand that’s driven by integrity, innovation, and service excellence. 
 
Job Summary &amp; Essential Functions
We are seeking a Senior Financial Analyst to join our Finance team in Irvine, CA. In this role, you’ll play a critical part in driving strategic decision-making through financial modeling, forecasting, and performance analysis. Reporting to the Director of Finance, you’ll partner closely with business leaders and service centers across the organization to provide insights that fuel smart growth and operational success. 
* This is an on-site position based in Irvine, CA. *
 
Key Responsibilities
<ul>
<li>Build Financial Models: Develop and maintain detailed models to forecast revenue, costs, and profitability across multiple scenarios. </li>
<li>Lead Budgeting Efforts: Work with cross-functional teams and regional service centers to build and monitor annual budgets.</li>
<li>Forecast Performance: Generate regular forecasts based on market trends and internal initiatives.</li>
<li>Analyze KPIs: Monitor key performance indicators, identify trends, and suggest improvement opportunities.</li>
<li>Create Reports: Deliver insightful financial reports and dashboards for senior leadership.</li>
<li>Strategic Support: Provide financial input on long-term planning and investment decisions. </li>
<li>Cost Optimization: Identify and support cost-saving initiatives across departments. Collaborate &amp; Communicate: Share insights with stakeholders and communicate complex data clearly and professionally.</li>
</ul>
Requirements:
Required Experience/Education/Training/Certifications
To perform this job successfully, an individual must possess the outlined experience level, education, training, minimum years of experience, product, or industry knowledge plus any certifications to be considered.
 
<ul>
<li>Bachelor’s degree in Finance, Accounting, or Business Administration.</li>
<li>CPA a plus</li>
<li>5–7+ years of experience (or 4–5 years with Big 4, Fortune 1000, or M&amp;A experience).</li>
<li>Advanced Microsoft Excel skills required; Power BI, Power Query, Salesforce, MS Dynamics, or Certinia is a plus.</li>
<li>Strong grasp of financial principles, accounting systems, and business operations.</li>
<li>Excellent analytical, communication, and time management skills.</li>
<li>A collaborative mindset with a passion for continuous improvement.</li>
<li>High attention to detail, with a strong sense of accountability and data accuracy.</li>
<li>Proven ability to work independently and manage multiple priorities in a fast-paced environment.</li>
<li>Leadership skills and experience facilitating meetings and supporting cross-functional teams.</li>
</ul>
 
Work Environment and Safety Equipment Required
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
· While performing the duties of this job, the employee is occasionally required to stand, walk; sit; use hands to finger, handle, or feel, occasionally lift one to five pounds.
· Working Conditions are in office.

<h3>Job Description</h3>
Job DescriptionDescription:
Job Title: Financial Controls Analyst
Classification: Analyst 
FLSA Status: Exempt 
Salary: $55,000 - $72,000, depending on qualifications
Location: Aspen or Denver, Colorado/Hybrid
 
 Applicant must be authorized to work in the United States. 
 
Position Description Summary:
 
The Financial Controls Analyst works directly with the project managers, program controls directors, and project controls staff in support of the project’s financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process. 
The Analyst will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).
Requirements:
Essential Function(s) of the Position: 
<ul>
<li>Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.</li>
<li>Responsible for timely and accurate invoice reviews and approval processes.</li>
<li>Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.</li>
<li>Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.</li>
<li>Maintain proper project records and contract files.</li>
<li>Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.</li>
<li>Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.</li>
<li>Performs miscellaneous reconciliations of project financials, as needed.</li>
<li>Assist in preparation of reports and presentations and aids in budgeting process.</li>
<li>Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.</li>
<li>Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.</li>
<li>Act as owner representative and perform required data entries related to the Client’s financial system(s).</li>
<li>Present financial data while participating in project meetings and/or audits of financial information, as required.</li>
</ul>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Education &amp; Experience Requirements:
<ul>
<li>High School Degree required. Associate degree or bachelor’s degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements. </li>
<li>Advanced systems skills – SharePoint, Microsoft Office Suite – particularly Excel</li>
<li>Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus</li>
</ul>
Position Qualifications: 
<ul>
<li>Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude</li>
<li>Organized and detail oriented with an ability to work independently</li>
<li>Able to prioritize multiple tasks and deadlines</li>
<li>Must be accurate and efficient with the ability to meet deadlines</li>
<li>Flexible and able to drive / guide change</li>
<li>Ability to work in a fast-paced, global environment</li>
<li>Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization</li>
<li>Experience with risk identification, audits and project management skills is a plus</li>
</ul>
Physical Demands: 
While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. 
Mental Demands: 
 While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies. 
Working Conditions: 
Remote / Work from Home (WFH) with occasional travel to project site(s)
Periodic weekend or evening work may be required 
 
This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.
 
 
Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets

Financial Controls Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
The primary focus of the Senior Financial Analyst is to support the client’s U.S. accounting and finance teams. This individual reports to the U.S. Controller, but will also work very heavily with the Accounting Manager, as well as the North America Finance Operations team. The person will have month-end close and account reconciliation responsibilities, financial reporting responsibilities, and participate in the management of internal controls. Outside of the 1.5 weeks of month-end close each month, this person will be working on financial projects, and be one of the main catalysts in driving better processes in North America. This person will assist the Accounting Manager with month-end close and compliance, and other U.S. Finance leaders in pushing efficiency, reducing redundancy, and improving cross functional communication and collaboration. This person will also be an integral team member in the intercompany activity processes and reconciliations (both domestic and foreign).
The Senior Financial Analyst will interact closely with the other U.S. accounting and finance team members, as well as various other U.S. departments. This individual must have excellent interpersonal skills (verbal and written), be a team player, be exceptionally organized, and be able to work across organizational lines to achieve desired results. This person should have a high level of integrity, be highly analytical, and be able to solve complex technical accounting problems. This person will need to be committed to continuous improvement, and always be looking for opportunities to improve processes, and to improve internal controls.
 
Key Responsibilities &amp; Duties:
• Be a “utility” player who participates in both general accounting and finance operations projects
• Review financial systems and processes, and where necessary, drive changes and training of key individuals
• Oversee intercompany activity, including accounting, billing, and collections
• Participate in month-end close process, including preparation of appropriate journal entries and accruals, completing account reconciliations, and working closely with both Accounting Manager and Sr. Accountant
• Support process improvement efforts to improve efficiency and effectiveness of department
• Participate in management of internal controls
• Participate in financial and other audits
• Participate in annual budget process
• Support annual Physical Inventory
• Other miscellaneous closing duties including analysis of financials and other ad-hoc tasks
 
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
 
The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.
Requirements:
• Bachelor’s degree in Accounting or Finance, with training and work experience in a manufacturing environment. 
• CPA is highly preferred.
• Minimum of 10 years of work experience in accounting and financial roles within manufacturing industries, utilizing integrated ERP systems.
• Thorough knowledge of U.S. GAAP is mandatory.
 
Travel Requirements:
• As needed - 5% or less
 
Technology/Equipment: 
• Strong personal computer skills, including enhanced knowledge of Excel, Access, and Word. 
• QAD ERP, Oracle Hyperion Financial Manager (HFM), and SQL experience is a plus. 
• Project management experience is a plus.
 
Competencies
• Successful candidate will be a highly motivated team player with excellent interpersonal, analytical and problem-solving skills.
• Excellent organizational skills, with the ability to quickly and accurately analyze a situation and arrive at an effective fact-based decision or solution. Pragmatic approach with the ability to establish priorities.
• Attention to detail and writing of commentary and analytical summaries is required.
 
Working Environment: 
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 frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend, or reach above the shoulders. The employee must occasionally lift up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
 
Physical &amp; Mental Demands:
Only those present in a normal office setting, no known significant hazards. The noise level in the work environment is usually moderate. Occasional trips to manufacturing areas will be required, and occasional travel for company business is also required.
The above statement reflects the general details necessary to describe the principle functions of the occupation describes and shall not be construed as a detailed description of all the work that may be inherent in the occupation. 
 
Benefits:
• Comprehensive health benefits package (medical, dental, vision, etc.) for positions of 30 hours or more per week.
• Health Savings Account with annual employer contribution.
• Company provided Life Insurance, Accidental Death and Dismemberment, and Short-Term Disability.
• Voluntary Life Insurance, Spousal Life, Child Life, Critical Illness, Accident, and Long-Term Disability.
• 401(k) with matching contribution that is fully vested from day one.
• Generous amount of PTO, plus 14 paid Holidays.
• Tuition reimbursement and scholarship opportunity.
• $250 in Lifestyle Reimbursement Account upon completion of annual physical.
• Wellness program with monthly themes, quarterly challenges, onsite flu shot clinics and biometric screenings.
• Clean and safe work environment.
 
Equal Opportunity Employer: We are proud to foster an inclusive and diverse workplace culture. We are an equal opportunity employer and are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, or any other characteristic protected by applicable federal, state, or local law. We value diversity and believe that a diverse and inclusive workforce is essential to drive innovation, foster creativity, and achieve success. We welcome and encourage applications from individuals of all backgrounds and are dedicated to ensuring a fair and equitable recruitment and employment process for everyone.

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary
As a Financial Reporting analyst, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will also develop and own revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements. 
 
Essential Duties and Responsibilities: Budget/Forecast
•Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis
•Prepare and review financial variances between Actual/Budget/Forecast
•Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
•Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
•Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
•Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
•Conduct presentations to management and department directors as needed
 
Key Performance Indicators
•Report monthly on margin and profitability metrics.
•Investigate variances vs. plan and meeting with department managers for input.
•Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot and PowerBI) for consolidation of data and measuring interdependencies.
•Report on quarterly metrics to measure strategic initiatives and its effectiveness
 
Financial Modeling
•Develop complex financial models and present analytics to support Sales, Marketing, and R&amp;D teams
•Assist in developing complex models that support the financial modeling related to potential Mergers &amp; Acquisitions activity.
•Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.
•Develop, interpret, and implement financial concepts for financial planning
•Prepare various industry and market analyses and benchmarking, as required
 
Requirements
<ul>
<li>Experience in financial modeling, business analysis, FP&amp;A, business integration</li>
<li>Excellent MS Office skills, specifically MS Powerpoint and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)</li>
<li>Advanced experience working with a corporate budgeting process</li>
<li>Strong analytical and problem-solving skills</li>
<li>Good communication skills (verbal, written and listening).•Ability to switch from complex to routine tasks when required.</li>
<li>Experience using ERP systems, such as, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software in a corporate environment.</li>
<li>Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot &amp; Excel).</li>
<li>Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred.</li>
<li>Prior cost accounting experience required.</li>
<li>Bachelor’s degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred</li>
</ul>
Requirements:

<h3>Job Description</h3>
Job DescriptionDescription:
Senior Financial Analyst
CentroMotion | Corporate 
Pewaukee, WI
 
Welcome to CentroMotion, a global leader in manufacturing friction products, information and control devices, mechanical power transmission products, and thermal and motion controls. Our solutions are used in transportation, agriculture, construction, mining and industrial environments, and are designed to meet the unique needs of OEMs and aftermarket networks.
 
At CentroMotion, we pride ourselves on deep subject matter expertise, long-term partnerships, and a drive for innovation and continuous improvement to help our customers achieve their goals. Our brands, including Carlisle Brake &amp; Friction, CrossControl, Elliott Mfg., Gits Mfg., maximatecc, Power-Packer and Weasler Engineering, are recognized for their quality and reliability.
 
Join us and be part of a team dedicated to helping build, move and feed the world.
 
Your Role: The Senior Financial Analyst is a key contributor to the consolidation and analysis function within the corporate finance team. Reporting to the Director of FP&amp;A, primary responsibilities include administration of the Hyperion Financial Management (HFM) system, consolidation of month-end results, publication of monthly financial statements and supporting schedules, and accumulating budget/forecast data. This is a cross functional role that is critical in the financial reporting process in addition to providing support to other team members with various ad hoc financial data requests. This highly-visible role will require regular communication with the Corporate Controller, Functional Finance teams and the Corporate finance teams (tax, treasury, and accounting).
 
What You'll Be Doing: 
· Drive the monthly global consolidation process, including preparation of elimination and allocation journal entries, obtaining &amp; distributing month-end FX rates, review and resolution of inter-company transactions and all other functions necessary to finalize the consolidation.
· Prepare monthly reporting for management and assist with the preparation of monthly business review presentations for leadership and private equity owners.
· Prepare and communicate required consolidation and tax month end and year end journal entries.
· Primary administrator of the HFM financial consolidation system. Maintain system metadata (entities/chart of accounts) modifying as necessary for changing business needs. Administer security (user setup, access review and license compliance) and provide support and training to the community of HFM users.
· Assist with the consolidation and analysis of the annual operating plan
· Support the annual financial audit 
· Provide HFM data to corporate tax function for determination of income tax provision and preparation of income tax returns.
· Partner with IT and finance leaders on the implementation of the data lake project to support future Power BI data analysis and reporting. Key player in the financial tie-out to HFM reported results, summarizing differences and working with businesses to improve processes impacting the data.
· Ad-hoc/special projects as requested.
 
The Senior Financial Analyst is an integral part of the overall corporate finance group. The successful candidate will be self-motivated, detailed oriented and have strong problem solving, analytic, technical accounting, interpersonal and financial systems skills. 
 
What You Need to Succeed: 
· Bachelor’s degree in accounting4-6 years accounting/financial reporting experience. 
· Knowledge of Hyperion systems is required. Experience as an HFM administrator or a power user role with a global company desired.
· Strong verbal and written communication skills.
· Able to adjust to changing priorities-- ability to prioritize work, problem solve and meet deadlines.
· Demonstrated strong analytical skills and business acumen. 
· Motivated self-starter who can effectively work under pressure and manage multiple priorities.
 
What We Offer: 
· Comprehensive Health Benefits: Enjoy medical, dental, and vision coverage for positions of 30+ hours/week.
· Health Savings Account: Benefit from annual employer contributions to your HSA.
· Company-Provided Insurance: We offer life insurance, accidental death and dismemberment coverage, and short-term disability insurance.
· Voluntary Insurance Options: Choose additional coverage for yourself, your spouse, and your children, including critical illness, accident, hospital indemnity, and long-term disability insurance.
· 401(k) Plan: Take advantage of our 401(k) with matching contributions, fully vested from day one.
· Educational Support: Access tuition reimbursement and scholarship opportunities to further your education.
· Lifestyle Reimbursement: Receive a $150 Amazon gift card upon completion of your annual physical.
· Wellness Program: Participate in health coaching, monthly webinars, quarterly challenges, and earn gift card incentives for participation and earning points.
· Safe Work Environment: Work in a clean and safe environment.
· Generous Paid Time Off: Enjoy 14 paid holidays, including a holiday shutdown between Christmas and New Year’s, plus paid vacation available from day one.
· Paid Parental Leave: Take advantage of paid parental leave to support your family.
 
Ready to Join Us? If you’re excited about this opportunity, we’d love to hear from you! Apply now and let’s build something amazing together.
 
Our Commitment to Equal Opportunity
We value people as individuals with different backgrounds and believe that having a variety of perspectives is essential to drive innovation, foster creativity, and achieve success. We are committed to creating a workplace where people feel safe to share their ideas and concerns without fear of negative consequences. By valuing differences, we create an environment where everyone can thrive and contribute their unique perspectives to our collective success. We are an Equal Opportunity Employer, and we do not discriminate on the basis of race, gender, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
 
Notification to Agencies: CentroMotion and its affiliated companies (Carlisle Brake &amp; Friction, CrossControl, Elliott Mfg., Gits Mfg., maximatecc, Power-Packer, and Weasler Engineering) do not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to CentroMotion employees. CentroMotion is not responsible for any fees associated with unsolicited resume submissions. 
Requirements:

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