Corporate Financial Planning & Analysis Analyst - PREFORMED LINE PRODUCTS COMPANY
Cleveland, OH
About the Job
The primary focus of the role will be financial planning and analysis, including developing business intelligence and reporting to allow for strategic decision making by the senior leaders of the business. Additionally, assist with PLP-USA sales and marketing matters and forecasts. There will be significant interaction with the finance and leadership teams of the PLP-USA operations as well as the U.S. based Corporate Finance Team.
Essential Functions
- Assist with the preparation of the PLP-USA sales plan as well as the global annual plan and quarterly forecast update.
- Administer the representative commission database including updating manufacturer representatives, and terms and conditions as well as calculating split commissions.
- Administer the distribution growth incentive and volume rebate analyses -- perform calculations and report results to key management personnel periodically.
- Perform additional analysis and reporting of sales, margin and period expenses.
- Partner with the Assistant Corporate Controller and Director of IT with ownership of the customer data warehouse, including generating reporting with Power BI and other tools.
- Partner with the sales and marketing team to evaluate the need for price increases at the customer and part level. Assist with price adjustments in the master data file.
- Perform ad hoc financial analysis as directed by the Assistant Corporate Controller, leveraging PLP's financial consolidation system and data warehouses via Power BI.
- Evaluate regional and subsidiary financial performance with a focus on achievement of annual plan results, month-over-month and year-over-year performance and internal/external peer group analysis.
- Participate in review and understanding of margin performance at the product and customer level, assist with recommendations on margin improvement activities.
- Collaborate with other PLP team members on continuous improvement activities aimed at improving the financial performance of the PLP global subsidiaries.
- Provide detailed business intelligence and presentations to Senior Management, allowing them to measure progress against the forecasts and prior year results.
```{=html}
```
- Prepare precise analyses to support external filings (e.g., quarterly earnings releases, investor presentations as well as 10-K and 10-Q disclosures).
- Contribute to departmental goals through participation in special projects and training.
Qualifications and Requirements
Education: BS or Masters in Accounting or Finance.
Certificates, Licenses, Registrations: CPA/CMA a plus, but not required
Required Experience:
- 3+ years' experience in finance-related function and/or accounting, previous FP&A experience preferred.
- Proficiency in financial modeling and forecasting
- Must be able to quickly and accurately analyze budgeted and actual financial results and partner with other departments to effectively communicate exceptions
- Able to work independently and execute on tight deadlines
Computer Skills:
- Technically proficient in PowerBI and Microsoft Office applications.
- Advanced Excel skills
Travel Requirements: 5%
Other Qualifications/Requirements or Skills:
- Ability to interpret and communicate financial data to non-finance stakeholders.
- Attention to detail and accuracy.
- Strong organization and time management skills
Essential Functions
- Assist with the preparation of the PLP-USA sales plan as well as the global annual plan and quarterly forecast update.
- Administer the representative commission database including updating manufacturer representatives, and terms and conditions as well as calculating split commissions.
- Administer the distribution growth incentive and volume rebate analyses -- perform calculations and report results to key management personnel periodically.
- Perform additional analysis and reporting of sales, margin and period expenses.
- Partner with the Assistant Corporate Controller and Director of IT with ownership of the customer data warehouse, including generating reporting with Power BI and other tools.
- Partner with the sales and marketing team to evaluate the need for price increases at the customer and part level. Assist with price adjustments in the master data file.
- Perform ad hoc financial analysis as directed by the Assistant Corporate Controller, leveraging PLP's financial consolidation system and data warehouses via Power BI.
- Evaluate regional and subsidiary financial performance with a focus on achievement of annual plan results, month-over-month and year-over-year performance and internal/external peer group analysis.
- Participate in review and understanding of margin performance at the product and customer level, assist with recommendations on margin improvement activities.
- Collaborate with other PLP team members on continuous improvement activities aimed at improving the financial performance of the PLP global subsidiaries.
- Provide detailed business intelligence and presentations to Senior Management, allowing them to measure progress against the forecasts and prior year results.
```{=html}
```
- Prepare precise analyses to support external filings (e.g., quarterly earnings releases, investor presentations as well as 10-K and 10-Q disclosures).
- Contribute to departmental goals through participation in special projects and training.
Qualifications and Requirements
Education: BS or Masters in Accounting or Finance.
Certificates, Licenses, Registrations: CPA/CMA a plus, but not required
Required Experience:
- 3+ years' experience in finance-related function and/or accounting, previous FP&A experience preferred.
- Proficiency in financial modeling and forecasting
- Must be able to quickly and accurately analyze budgeted and actual financial results and partner with other departments to effectively communicate exceptions
- Able to work independently and execute on tight deadlines
Computer Skills:
- Technically proficient in PowerBI and Microsoft Office applications.
- Advanced Excel skills
Travel Requirements: 5%
Other Qualifications/Requirements or Skills:
- Ability to interpret and communicate financial data to non-finance stakeholders.
- Attention to detail and accuracy.
- Strong organization and time management skills
Source : PREFORMED LINE PRODUCTS COMPANY
