- Salary
- $100k – $150k
- Location
- SRI Offices, United States of America
- Workplace
- Hybrid
- Type
- Full-time
- Experience
- 3+ years
- Education
- Master
- Source
- Workday
Description
Financial Planning and Analysis Analyst Job Description
Job Title: Financial Planning and Analysis Analyst
Department: Finance & Strategy
Reports To: Head of FP&A
FLSA Status: Exempt
Location: The Hub
Work Arrangement: Hybrid
Shift / Schedule: 1st shift
Travel Requirements: Minimal travel as needed
Employment Type: Full-time
Role Overview / Purpose and Scope
The Financial Planning and Analysis Analyst will collaborate with the Head of FP&A to support the Finance Team with analysis of financial activities, including the monthly business review cycle, financial statement preparation, KPI reporting and analysis, ERP data analysis, sales analytics, operations analysis, cross-functional projects, and deadline-driven assignments. This key role will assist in using data analytics to coordinate and expand budgeting and forecasting processes, monitor ERP workflow, support monthly closing, prepare benchmarking and sales and operations analysis, and report key financial data to improve efficiencies, ensure data accuracy, and turn data into useful information. The position is expected to perform these duties efficiently, with a high degree of accuracy, and with an eagerness to be an asset to the Farmer Focus team.
Essential Functions
- Support FP&A responsibilities with the annual budget process, strategic planning, and other financial forecasting, including developing models, collaborating with operational managers, and tracking all aspects of the planning processes.
- Be an integral part of the monthly closing process, including preparing the Profit & Loss statement, Balance Sheet, and Statement of Cash Flows while identifying and explaining variances and trends.
- Assist with the development of the Monthly Management Performance Review report, including graphs, commentary, and additional analysis as needed.
- Create and maintain actionable KPI reports and dynamic dashboards to monitor finance performance, operating expenses, forecasting, HR indicators, and other company and operational performance indicators.
- Assist operational managers with the capital expenditure request and approval process, including financial modeling, ROI analysis, feasibility reviews, business plans, and approval tracking.
- Evaluate completed CAPEX projects to confirm desired savings, efficiencies, and business outcomes were achieved.
- Work closely with the Sales team on customer performance tracking, inventory tracking, sales mix analysis, sales dollars, pricing fluctuations, and new customer feasibility.
- Become fluent in the ERP platform, understand the flow of data through the system and reporting, reconcile ERP reports for data integrity, and convert data into meaningful reports and dashboards.
- Provide advanced data collection utilizing Business Intelligence platforms and pivot tables to collect, analyze, reconcile, evaluate, and report data for financial analysis, dashboards, productivity, and special projects.
- Assist the Cost Accountant in working with Sales & Marketing on modeling new product cost estimates and analyzing product costing data for accuracy and reasonableness across product categories.
- Work with Operations on capital spending tracking, purchasing analysis, and logistics analysis.
- Assist the FP&A team and Controller’s Office with annual financial auditing tasks, financial reporting for lenders and investors, and tracking debt position.
- Educate users on financial models and concepts and provide feedback to users of financial information in an easy-to-understand manner.
- Demonstrate willingness and eagerness to learn about the poultry industry and apply financial analytics to achieve Farmer Focus strategic goals and cultivate the Farmer Focus culture.
- Perform all other related duties as assigned by management.
Compensation: $100,000 - $150,000
Benefits: Farmer Focus offers a competitive total rewards package designed to support team members’ health, financial well-being, and professional growth. Available offerings may include weekly payroll, paid time off and sick leave, semi-subsidized medical coverage, dental and vision plan options, a 401(k) plan with company match, education reimbursement opportunities, employee assistance programs (EAP), and internal learning, development, and career growth programs.
All benefits, programs, and offerings are subject to eligibility requirements, plan terms, and company policies, and may be changed, amended, or discontinued by Farmer Focus at any time.
Qualifications
- Bachelor’s degree in Finance, Business Analytics, Accounting, or a related field required.
- Minimum of 3–5 years of experience in financial analytics or accounting.
- Advanced knowledge of Microsoft Excel and Power BI, including data modeling, pivot tables, dashboards, lookups, charts, and graphing for analysis, reporting, and presentation purposes.
- Solid understanding of business support systems such as ERP, CRM, Business Analytics/OLAP platforms, accounting principles, and cost accounting principles to maximize analytical performance.
- Excellent interpersonal, communication, and problem-solving skills with the ability to communicate verbally and in writing in a manner that results in mutual understanding.
- Self-directed with strong attention to detail and the ability to manage multiple tasks, changing priorities, and a variety of assigned financial responsibilities.
- Self-starter with the ability to work independently and collaboratively with a team.
- Effective reporting and presentation skills.
- Positive attitude, sound judgment, and excellent time management skills.
- MBA preferred.
- Experience in financial analytics or accounting in the food industry preferred.
New team members must be able to pass a drug, alcohol and background screening post-offer and prior to the start of their employment. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of their third day of work.
Work Environment, Physical Demands, and Travel
The Financial Analyst works in an office-based finance environment and regularly uses ERP systems, Business Intelligence platforms, spreadsheets, dashboards, financial models, and reporting tools to analyze data and support business decisions. Minimal travel may be required as needed.
This position does not have an application deadline. Farmer Focus will recruit until the role is filled.
Recruiter and Agency Disclaimer
Unsolicited resumes or candidate profiles submitted by staffing agencies, recruiters, or search firms to any Farmer Focus employee without a current written agreement and an active, role-specific request from the Recruiting team will be considered the property of Farmer Focus. Farmer Focus will not pay a fee for any placement resulting from the receipt of an unsolicited resume or candidate profile.
All external recruiters and agency partners supporting Farmer Focus searches must comply with applicable federal, state, and local employment laws, including compensation transparency requirements and restrictions on seeking salary history where applicable.
About Farmer Focus
Farmer Focus exists to promote and protect generational family farms by shifting farm-level decision-making and chicken ownership back to farmers and empowering them to farm the way they know is best. We are committed to producing 100% organic and humanely raised chicken that is better for people, the planet, and animals. Our culture is grounded in servant leadership and guided by our CARES values: Community, Accountability, Respect, Excellence, and Stewardship. Our top priorities are people, safety, and quality. At Farmer Focus, our vision is to disrupt the status quo by creating bold opportunities for people who demand more and deserve better.
EOE, including disability/vets