Financial Analyst III

Job Description

The Financial Analyst III provides advanced financial analysis and reporting to support strategic decision-making and operational efficiency. This role is responsible for interpreting financial data, preparing detailed reports, and assisting with budgeting and forecasting processes. By delivering accurate insights and recommendations, the position contributes to improving financial performance and achieving departmental objectives.

Primary Duties

Primary duties may include, but are not limited to:

• Analyze financial data and trends to support business planning and performance improvement.
• Prepare and present monthly, quarterly, and annual financial reports and variance analyses.
• Assist in developing budgets and forecasts, ensuring alignment with organizational goals.
• Conduct profitability analysis and support internal and external reporting requirements.
• Collaborate with cross-functional teams to resolve discrepancies and improve financial processes.
• Maintain and enhance financial models and reporting tools for accuracy and efficiency.
• Support audits and compliance activities by providing required documentation and analysis.
• Participate in process improvement initiatives to streamline reporting and close cycles.
• Performs other duties as assigned.

Job Requirements

• Requires a Bachelor’s degree in Accounting, Finance, Economics, or a related discipline; 5+ years of experience in financial analysis, reporting, and budgeting; or any combination of education and experience, which would provide an equivalent background.
• Preferred: Experience with ERP systems and advanced financial modeling; familiarity with SAP or similar platforms; CPA or CFA certification.

Knowledge, Skills, and Abilities

• Strong understanding of financial reporting, budgeting, and variance analysis.
• Advanced analytical and problem-solving skills with attention to detail.
• Excellent communication skills for presenting complex financial concepts clearly.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel and financial modeling techniques.
• Ability to collaborate effectively across teams and adapt to changing business needs.

Essential Mental and Physical Functions

• Frequent sitting and computer use for extended periods.
• Ability to analyze complex data and provide actionable insights.
• Occasional standing and walking for meetings or presentations.
• Ability to manage multiple projects and deadlines simultaneously.

Work Environment

• Perform all tasks in a professional office setting.
• Regular interaction with Finance and cross-functional teams.
• Compliance with all applicable safety and security policies.
• Minimal exposure to physical hazards; standard office conditions apply.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

The Financial Analyst – Commercial Finance serves as a key finance partner supporting commercial activities for the business unit. This role provides financial analysis and decision support related to pricing, revenue, and margin performance to help drive profitable growth. The analyst works closely with cross-functional teams to improve forecast accuracy, enhance reporting visibility, and translate business activity into actionable insights. This position contributes to disciplined decision-making and strengthens alignment between commercial strategy and financial outcomes.

Primary Duties

• Partner with commercial and business unit teams to support pricing decisions, sales performance, and revenue growth initiatives.
• Analyze bookings, backlog, shipments, and pricing trends to identify risks, opportunities, and actionable insights.
• Support the evaluation of customer opportunities, pricing actions, and commercial terms through structured financial analysis.
• Prepare recurring reporting and dashboards to improve visibility into revenue, margins, and key business drivers.
• Assist with forecasting, planning, and reforecasting processes to support sales and margin expectations.
• Perform variance analysis comparing actual results to plan and prior periods, and communicate key drivers and implications.
• Collaborate with cross-functional teams to align commercial assumptions with operational and financial outcomes.
• Contribute to improvements in reporting processes, data quality, and analytical tools.
• Support ad hoc analysis and business cases for strategic initiatives and decision-making.
• Performs other duties as assigned.

Job Requirements

Education and Experience Requirements

• Requires a Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; 4+ years of experience in financial planning and analysis, commercial finance, or related analytical finance roles, or any combination of education and experience, which would provide an equivalent background.
• Experience in manufacturing, industrial, or operational environments preferred.
• Experience supporting pricing, forecasting, or sales performance analysis preferred.

Knowledge, Skills, and Abilities

• Strong analytical and financial modeling skills.
• Ability to interpret business activity and connect it to financial outcomes.
• Strong attention to detail and accuracy.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational and problem-solving capabilities.
• Ability to work collaboratively across functions.
• Proficiency in analyzing large data sets and identifying trends.

Essential Mental and Physical Functions

• Frequent use of computer systems for financial analysis and reporting.
• Ability to sit for extended periods while analyzing data and preparing reports.
• Ability to manage multiple priorities and meet deadlines with accuracy.
• Occasional walking and standing during operational reviews or meetings.
• Ability to focus on detailed work for sustained periods.

Work Environment

• Perform all tasks primarily in an office-based environment.
• Regular interaction and collaboration with cross-functional business teams.
• Occasional exposure to manufacturing or operational areas with varying noise levels.
• Compliance with all applicable safety policies to maintain a safe working environment.
• Use of personal protective equipment (PPE) as required when in operational areas.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

The Financial Analyst – Procurement serves as a key finance partner to the sourcing and supply chain teams, providing data-driven insights to support purchasing and cost management decisions. This role contributes to financial planning, forecasting, and performance analysis related to direct materials and procurement activities. The analyst supports cost reduction initiatives, improves financial visibility, and helps ensure accurate and timely reporting. This position plays an important role in driving operational efficiency and supporting the organization’s financial objectives.

Primary Duties

• Partner with sourcing and supply chain teams to provide financial analysis supporting purchasing decisions and cost management initiatives.
• Analyze direct material spending, purchase price variances, and cost trends to identify risks and opportunities.
• Support forecasting, planning, and month-end close processes related to procurement and material costs.
• Prepare and deliver financial reporting comparing actual results to budget, forecast, and prior periods.
• Track and evaluate cost reduction initiatives and provide visibility into realized savings.
• Assist in developing and improving reporting processes to enhance data accuracy and usability.
• Identify issues, recommend solutions, and collaborate with cross-functional teams to resolve discrepancies.
• Support continuous improvement efforts to streamline financial processes and reporting activities.
• Provide ad hoc analysis and insights to support business decisions and strategic initiatives.
• Performs other duties as assigned.

Job Requirements

Education and Experience Requirements

• Requires a Bachelor’s degree in Finance, Accounting, Business, or a related field; 3+ years of experience in financial analysis, accounting, or related roles, or any combination of education and experience, which would provide an equivalent background.
• Experience in a manufacturing or supply chain environment preferred. Advanced degree or certifications preferred.

Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills with the ability to interpret financial data.
• Ability to connect procurement activities to financial performance and business outcomes.
• Effective written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Collaborative mindset with the ability to work across functions.
• Proficiency in working with large data sets and identifying trends.
• Continuous improvement mindset with a focus on process efficiency.

Essential Mental and Physical Functions

• Frequent use of computer systems for financial analysis and reporting.
• Ability to sit for extended periods while preparing reports and analyzing data.
• Ability to manage multiple priorities while maintaining accuracy under deadlines.
• Occasional walking and standing during operational reviews or meetings.
• Ability to focus on detailed work for sustained periods.

Work Environment

• Perform all tasks primarily in an office-based environment.
• Regular interaction and collaboration with cross-functional teams.
• Occasional exposure to manufacturing or operational areas with varying noise levels.
• Compliance with all applicable safety policies to maintain a safe working environment.
• Use of personal protective equipment (PPE) as required when in operational areas.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Benefits and Compensation Summary

We take care of our people. We offer competitive compensation and robust benefits to all full-time team members, including:

• Tuition reimbursement
• Paid time-off
• Paid holidays
• Healthcare insurance & Health Savings Accounts
• Profit sharing or Annual Incentive Plan Bonus
• Premium 401(k) plan