Job Description

Senior Financial Analyst

Direct Hire

Longmont, CO - Hybrid 3x per week onsite

Must Haves :

Relevant Bachelor's degree and 4+ years of FP&A experience, including forecasting, budgeting and modeling

Advanced Excel

P&L, Balance Sheet, and Cash Flow experience

Ability to engage and work with C Level management

Be highly proactive

Nice to have (not required) :

Experience with commission planning( quotas) and management

Manufacturing industry exposure

Experience with Infor/Syteline, Quickbooks and/or Datarails

Senior Financial Analyst

Position Summary

We are seeking a highly skilled and detail-oriented Financial Analyst to join our finance team. The successful candidate will play a critical role in supporting the company’s financial planning and analysis functions, with a focus on budgeting and forecasting, variance analysis, commission calculations, and key performance indicators (KPIs).

Responsibilities

Budgeting & Forecasting

• Develop, manage, and update detailed annual budgets and quarterly forecasts in collaboration with department heads.
• Track and analyze financial performance against budget and forecast, ensuring accuracy and identifying key trends or deviations.
• Provide insightful recommendations for adjusting forecasts based on actual performance.

Variance Analysis

• Perform in-depth variance analysis on budget vs. actual results for key financial metrics.
• Analyze revenue, expense, and margin variances to identify areas of concern or opportunities for improvement.
• Work closely with business leaders to explain financial performance and offer actionable insights to address discrepancies or optimize results.
• Prepare detailed reports and presentations summarizing variance analysis for senior management and key stakeholders.

Commissions Management

• Oversee and manage the accurate calculation of commissions for sales teams based on performance metrics.
• Collaborate with HR and Sales leadership to ensure commissions are aligned with revenue and sales targets.
• Ensure commission payouts are processed in accordance with company policies and are aligned with sales performance and profitability.

Key Performance Indicators (KPIs)

• Maintain a large set of KPIs to monitor the company’s financial health and operational performance.
• Provide regular weekly reports and dashboards tracking key metrics, including sales, revenue, and operational efficiency.
• Identify trends, outliers, and actionable insights from KPI data, presenting findings to senior leadership.

Qualifications

• Bachelor’s degree in finance, Accounting, or Business Administration (required) and/or master’s in finance or accounting.
• 3+ years of broad and diverse financial/accounting experience specifically associated with Financial Planning & Analysis.
• Strong computer skills, including proficiency in Microsoft Office product suite with advanced skills in Excel and PowerPoint.
• Strong acumen in ERP systems (Infor preferred).
• Knowledge of financial reporting systems (Power BI, Datarails).
• Strong financial modeling skills and knowledge of business and accounting processes.
• Strong written and verbal communications skills with the ability to effectively interact directly with senior management.
• Results-driven and willingness to act as an agent of change (questioning/rethinking processes, identifying opportunities to streamline activities and eliminate waste).
• Strong time management, organizational and problem-solving skills.
• Ability to work in a fast-paced, dynamic environment.
• Adjust quickly to changing priorities and business needs.
• Travel as needed and/or required by essential job functions.

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