Senior Financial Analyst

Are you a strong Finance Analyst in Power BI, experienced in Power Query, and Dax Language and like to utilize those formulas to create visualizations to tell a story to support the business and decision making? Our client, a global manufacturing organization that has continued to grow both organically and through M&A is looking for a skilled Financial Analyst to support their accounting and financial team in further building out their robust models and analytics. Experience working with global organizations, multi-entity, multi-currency and manufacturing exposure is a big plus!

Who :

Our client is a technical leading company in its industry. Their product sells it in more than 90 countries and is manufactured locally in Richmond!

Owned by private equity, they have a board run organization with complexity and polish but also a down to earth group that is tight knit.

What- the Role :

Seeking a highly skilled and experienced Senior Financial Analyst to join their growing finance team. The ideal candidate will have extensive experience in financial data analysis, Excel modeling, and consolidation of financial results across multiple entities. Proficiency with Power BI is essential for this role including the ability to utilize Power Query and formulas to build out analytics. The an ability to use consolidation software (the company uses Datarails) is a strong asset as well but not essential. The Senior Financial Analyst will play a key role in supporting strategic decision-making through the development and maintenance of complex financial models, reporting systems, and insightful analysis. This organization is global and manufacturing oriented and owned by private equity so data is essential.

Some of the duties will include :

Key Responsibilities :

• Financial Modeling and Analysis – pricing and profitability :
• Develop, maintain, and enhance complex financial models in Excel to support forecasting, budgeting, and long-term financial planning.
• Maintain pricing models
• Perform in-depth financial analysis to identify trends, opportunities, and areas for improvement.
• Conduct variance analysis, comparing actual results to forecasts and budgets, providing actionable insights to management.
• Data Consolidation and Reporting :
• Lead the consolidation of financial statements across multiple entities, ensuring accuracy and compliance with accounting standards.
• Utilize Datarails to streamline the global consolidation process and automate reporting across various departments and business units.
• Create and manage comprehensive financial reports and dashboards in Power BI, providing management with real-time insights into business performance.
• Financial Planning and Forecasting :
• Collaborate with department heads to gather inputs and assumptions for budgets and forecasts.
• Support the finance team in developing and refining budgeting processes, ensuring alignment with organizational goals.
• System and Process Improvement :
• Drive continuous improvements in financial reporting systems and tools, with a focus on automating manual processes using Power BI and Datarails.
• Identify and implement best practices in financial data management and analysis in a manufacturing environment with global intercompany sales.
• Collaboration and Communication :
• Work closely with cross-functional teams, including accounting, operations, and senior leadership, to provide financial insights and decision support.
• Present complex financial information in a clear, concise manner to non-financial stakeholders.

Qualifications include :

We are seeking someone who is personable, professional and has strong customer service skills to build relationships with global stakeholders. Strong financial modeling experience in Excel and Power BI are essential for this exciting builder role.

Qualifications include :

Where :

Richmond- full time in office.

How Much :

Competitive compensation commensurate with level of experience about $80-100,000 base depending on experience plus bonus, RRSP and great benefits.

When & How to Apply :

If you are qualified for, and interested in, this fantastic opportunity, please let Swim Recruiting know as soon as possible as this search is moving quickly! If you already have a Recruiter at SWIM, please reach out directly.  If you do not yet have a contact at Swim Recruiting, please hit ' APPLY NOW'  to send us your resume. Thank you!