Summary
Serve as finance business partner to the various departments of our organization. A successful analyst must be customer service oriented, systems savvy, possess strong communication/relationship skills, and able to work collaboratively as part of the team as well as independently.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Responsible for the month end reporting and analysis process, including the preparation and review of profit and loss statements and KPIs to ensure overall accuracy of the reports.

Perform monthly variance analysis of actual to budget and/or forecast results for monthly deliverables to senior management.
Ensure costs are properly captured and reported.
Apply strong analytical skills to understand the root cause of variances.

Develop budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual budgets.
Prepare and design ancillary business/financial models and other special projects as needed.

Understand the internal legacy computer systems in order to retrieve historical data, including downloads of data into Excel or other applications.

Ensure financial processes and reports meet corporate and industry guidelines.

Analyze monthly department spending and communicate trends with Sr. Management.

Work with department heads to manage spending, identify problem areas, and support financial aspects of new corporate projects.

Proactively build and manage relationships with corporate department heads.

Collaborate and suggest in the development or adjustment of Key Performance Indicators to drive business decisions, processes, and optimizations.

Create internal management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.

Prepare monthly reports and variance analyses for management review, participate in short and long-range financial planning and forecasting, and prepare ad-hoc financial analyses and reports.

Support the implementation of financial reporting and planning systems.

Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors.

Develop procedures, schedules, and materials for the quarterly forecast process.

Continuously improve, automate, and simplify processes to help drive better decision-making.

Seek process improvements and drive them to completion within Finance and the larger organization.

Other duties as assigned.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and with tight deadlines. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience
Bachelor’s Degree in Business Administration, Finance, Accounting, or related fields required. MBA is a plus.

5+ years of progressive, professional experience with financial analysis or corporate finance (exposure to oil & gas industry and manufacturing environment preferred), or equivalent combination of education and experience.

Technical
Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results.

Communication
Strong verbal and written communication skills including the ability to establish strong relationships with others within and outside of the organization.

Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to work with incomplete information and deal with varying levels of ambiguity to provide insights from large data sets

Computer Skills
Extensive knowledge of Microsoft Office Suite, including advanced Excel skills, Outlook, Teams, PowerPoint, and Word. Experience with financial systems, BI reporting tools, and applications such as Dynamics 365, Workday Adaptive Planning, Oracle Hyperion, Netsuite, Salesforce, CRM, PowerBI, and Tableau.

Certificates, Licenses, Registrations
None required.

Competencies
To perform the job successfully, an individual should demonstrate the following behaviors:

Quality: Consistently produces high quality work (accurate, neat, and thorough). Strives to improve productivity, processes, and quality. Demonstrates strong knowledge and skills related to the job. Presents a professional image with dress, demeanor, and manners. Maintains clean workspace, company equipment and company vehicles. Safety is a high priority; performs job safely.

Communication: Communicates clearly, concisely, effectively, professionally, and timely.
Exhibits good listening and comprehension skills. Keeps others appropriately informed and shares ideas even when unpopular. Listens to what others have to say. Maintains open and active communication with colleagues. Effectively uses knowledge and experience in asking, probing, and anticipating issues to ensure quality is provided.

Teamwork: Fosters the spirit of working with each other. Displays respect, courtesy, politeness, tact, and openness. Handles conflict in an appropriate and professional manner. Builds relationships, promotes cohesiveness, models collaboration with others. Considers impact and issues for our customer and other departments. Engages other impacted departments early for solutions.

Persistence: Develops workable alternatives and solutions. Exhibits persistence in following assignments through to completion. Promotes process improvements.

Reliable: Responds in a timely manner. Is honest, ethical, value-driven, and trustworthy. Keeps commitments made, completes assignments, and meets deadlines. Accountable-Takes responsibility for own actions and performance. Meets attendance and punctuality guidelines. Available and accessible.

Entrepreneurial: Takes initiative and appropriate action. Is engaged and committed to achieving the company’s mission. Pursues better ways to get things done and takes appropriate risks. Keeps up to date with competitor information and market trends. Controls costs and thinks in terms of profit, loss and added value. Is committed to the satisfaction of customers.

Leadership: Provides clear direction around a vision. Creates actionable plans and is proactive & anticipatory. Demonstrates innovative approaches and solutions. Is an example for employees and others. Accepts responsibility for individual and team performance. Makes appropriate and timely decisions and takes action on decisions. Sets clear and reasonable performance expectations. Motivates and empowers others. Delegates tasks appropriately. Recruits staff of a high caliber. Provides feedback to subordinates that is timely and direct. Recognizes subordinates for their contributions and effort. Encourages continuous growth and learning in others. Shows respect for others and their ideas. Helps others manage through change.

Passion: Is excited and creates enthusiasm about the company’s future. Promotes a sense of company pride. Displays sense of pride in the department and its contributions. Displays passion for the job.

Physical Demands
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 use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk and sit. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Always practice good judgment and refer to the safety guidelines.

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Always practice good judgment and refer to the safety guidelines.

The noise level in the work environment is usually moderate.