POSITION SUMMARY

The Senior Financial Business Analyst serves as a strategic business partner to Executive Leadership, Finance, and Sales by providing financial analysis, business intelligence, and data-driven recommendations that support profitable growth and informed decision-making. This position leads financial planning, forecasting, pricing, profitability analysis, sales analytics, and executive reporting while identifying opportunities to improve business performance across the organization. Working independently and collaboratively with cross-functional leaders, the incumbent develops financial models, dashboards, and business insights that support strategic initiatives, operational excellence, and long-term organizational success.

PRINCIPAL DUTIES AND RESPONSIBILITIES

Financial Planning & Analysis (FP&A) Lead the annual budgeting process and periodic financial forecasting. Develop financial models to evaluate profitability, capital investments, operational initiatives, and strategic opportunities. Analyze financial performance, identify trends and variances, and provide recommendations to improve business performance. Support long-range financial planning and strategic business initiatives. Sales, Revenue & Commercial Analytics Analyze customer, product, channel, and market profitability. Evaluate pricing strategies, customer contracts, bids, and promotional opportunities. Develop sales performance metrics, revenue dashboards, and profitability analyses. Partner with Sales leadership to identify growth opportunities and improve commercial performance. Business Intelligence & Executive Reporting Design and maintain executive dashboards and KPI reporting using Power BI and other business intelligence tools. Prepare financial analyses and presentation materials for Executive Leadership, ownership, and Board meetings. Translate complex financial and operational data into meaningful business insights and recommendations. Develop standardized reporting that supports timely and informed business decisions. Business Partnership & Strategic Support Partner with Finance, Sales, Operations, Procurement, Customer Service, and Executive Leadership to identify opportunities for improved financial and operational performance. Conduct business case analyses, return-on-investment (ROI) evaluations, and scenario modeling to support strategic decisions. Recommend process improvements that strengthen financial controls, reporting accuracy, and operational efficiency. Support capital projects, or other strategic initiatives as assigned. Business Systems & Data Analytics Develop and maintain financial reporting models using ERP systems, Power BI, SQL, Excel, and other analytical tools. Ensure data integrity, consistency, and auditability across financial reporting. Utilize AI-enabled productivity tools, where appropriate, to improve analytical efficiency while maintaining sound financial controls and data accuracy. Collaborate with IT and business users to improve reporting capabilities and system utilization. Leadership & Continuous Improvement Lead or participate in cross-functional improvement projects. Promote best practices in financial analysis, reporting, and business intelligence. Maintain documentation of financial models, reporting processes, and analytical methodologies. Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge, skills, and abilities required Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Business Analytics, or a related field is required.
• Five (5) to eight (8) years of progressively responsible experience in financial planning and analysis (FP&A), commercial finance, business analytics, strategic finance, or a related field.
• Equivalent combinations of education and relevant experience may be considered. Required Knowledge, Skills & Abilities
• Financial planning and analysis (FP&A)
• Budgeting and forecasting
• Financial modeling and scenario analysis
• Pricing strategy and profitability analysis
• Sales and commercial analytics
• Advanced Microsoft Excel
• Power BI, Power Query, and dashboard development
• ERP systems (Microsoft Dynamics NAV/Business Central preferred)
• SQL and data analysis
• Strong business acumen and strategic thinking
• Excellent written, verbal, and presentation skills
• Ability to communicate financial information to non-financial audiences
• Strong project management, organizational, and analytical skills
• Ability to exercise sound independent judgment and manage multiple priorities
• Bilingual English/Spanish preferred Preferred Qualifications
• MBA, CPA, CMA, or other relevant professional designation
• Experience in manufacturing, food processing, agriculture, or consumer packaged goods (CPG) Physical Requirements
• Work primarily in an office environment.
• Ability to work at a computer for extended periods.

Key Competencies Strategic Financial Analysis Business Acumen Commercial & Sales Analytics Financial Modeling Business Intelligence Critical Thinking Decision Support Executive Communication Cross-Functional Collaboration Continuous Improvement Accountability Professional Integrity Pay:

$85,000.00 - $100,000.00 per year

Benefits:

Bereavement leave Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person