Financial Analyst

Description

The Financial Analyst is responsible for supporting the financial planning, forecasting, reporting, and analytical activities of Jonathan Louis International. This position works closely with the Director of Financial Planning & Analysis and business leaders across Manufacturing, Supply Chain, Sales, Product Development, and Operations to provide financial insights that support informed business decisions.

This position develops and maintains financial models, forecasts, KPI reporting, and business intelligence tools that enable management to evaluate financial performance, identify opportunities for improvement, and achieve organizational objectives. The position requires strong analytical skills, attention to detail, and the ability to communicate financial information effectively to both finance and operational teams.

The Financial Analyst must possess a strong understanding of cost accounting principles and financial reporting processes. This position will support the analysis of labor, material, overhead, inventory valuation, freight, and product costing while ensuring financial reporting accurately reflects operational performance.

Job Responsibilities:

• Support the development of annual budgets, forecasts, long-range plans, and monthly financial projections.

• Analyze actual results against budget, forecast, and prior year performance, providing clear variance explanations and actionable recommendations.

• Develop and maintain financial models, business cases, profitability and cost analyses to support strategic and operational decision-making.

• Prepare financial reports, KPI dashboards, and presentations to support leadership and business reviews.

• Partner with Manufacturing, Supply Chain, Operations, Sales, and other business leaders to evaluate performance and identify opportunities to improve profitability and efficiency.

• Analyze key business drivers, including revenue, gross margin, labor, material costs, inventory, freight, overhead, working capital, and cash flow.

• Support standard costing, manufacturing variance analysis, and cost reduction initiatives to improve operational and financial performance.

• Support the evaluation of capital expenditures, business initiatives, and ROI assessments through financial analysis and reporting.

• Develop and enhance reporting, dashboarding, and business intelligence solutions utilizing Power BI, Excel, ERP system, and other analytical tools.

• Support process improvement and reporting automation initiatives to increase efficiency, accuracy, and data-driven decision-making.

• Ensure the integrity and accuracy of financial and operational data used for reporting and analysis.

• Support cross-functional projects, departmental initiatives, and ad hoc analyses while collaborating with business leaders and functional teams.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field required or MBA, CPA, CMA, or other professional certification preferred. 

• 2-4 years of experience in Financial Planning & Analysis (FP&A), Cost Accounting, Corporate Finance, or related financial analysis roles. Preferably within a manufacturing environment.

• Strong experience with budgeting, forecasting, variance analysis, financial modeling, pivot tables, advanced formulas, and large dataset analysis.

• Strong proficiency in Microsoft Excel, including pivot tables, lookups, and financial analysis functions

• Experience developing dashboards, reports, and business intelligence solutions utilizing Power BI and other analytics platforms.

• Strong understanding of ERP systems and financial reporting structures, data management, and business processes. 

• Ability to analyze complex financial and operational data and translate findings into actionable business insights and recommendations.

• Strong communication and interpersonal skills with the ability to effectively collaborate with finance and operational teams.

• Demonstrated ability to manage multiple priorities, meet deadlines, and thrive in a fast-paced, results-oriented environment while maintaining a high level of accuracy and attention to detail.

• Ability to maintain confidentiality, exercise sound judgment, and handle sensitive business information with discretion. 

• Bilingual English/Spanish preferred.