Generac
Overview
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Financial Planning & Analysis Analyst
role at
Generac . The Financial Planning Analyst plays a key role in providing financial planning and analysis support for Generac’s Industrial Solutions business group and its growth strategy. Responsibilities include assisting with the preparation of forecast updates, long-range plan (LRP), and annual budget process, along with related Executive presentations. The role involves reviewing and analyzing actual financial performance and related Executive presentations, and managing the creation of channel and account level forecasts. This position collaborates with leadership as well as sales, commercial, demand planning, sourcing, and operations teams to develop and analyze data to drive optimized customer behaviors. Participation in margin enhancement, business improvement, and other projects as applicable and necessary.
Responsibilities
Prepare and drive sales forecasts through the SIOP process, including monthly forecasts and cross-functional coordination with operations to align demand and supply planning.
Participate in continuous improvement of the SIOP process and Inventory Management initiatives.
Assist in the preparation of the annual budget, periodic forecast updates, and long-range plan, including orders and shipments forecasts, gross margin and mix forecasts, operating expense forecasts, and preparation of Executive presentations.
Assist in the review and analysis of actual financial results, including sales and gross margin bridge analyses, operating expense reviews, and development of a consistent monthly financial package.
Track and manage customer rebate and discount programs, including developing monthly accruals and facilitating customer payments.
Manage and develop reporting and analysis tools to support all functions of the Industrial Solutions business group.
Assist and participate in other projects around margin enhancement, business improvement, and related activities as necessary.
Minimum Qualifications
Bachelor’s degree or equivalent
Minimum 2 years of relevant work experience in accounting, financial analysis, sales support, or related field
Preferred Qualifications
Accounting or Finance degree
SAP and BI experience; OneStream financial planning software experience
Manufacturing industry experience
Advanced Excel skills with the ability to create, understand, and maintain complex financial models and analysis
CPA certification
Strong understanding of financial statements including Income Statement, Balance Sheet, and Cash Flow Statement
Ability to work independently and as part of cross-functional teams
Strong written and oral communication skills, project management skills, and organizational skills
Knowledge, Skills And Abilities
Financial and analytical skills to model and quantify impacts of assumptions and events
Ability to present information clearly to a variety of audiences
Ability to manage multiple projects concurrently
Proficiency in database applications and MS Office with strong Excel skills
Ability to act proactively, independently, and decisively to assess needs and identify solutions
Strategic thinking and attention to detail
Ability to work collaboratively across business units and functions
Excellent interpersonal, management, motivation and analytical skills
Self-starter with initiative and vision; ability to manage multiple projects simultaneously
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Join to apply for the
Financial Planning & Analysis Analyst
role at
Generac . The Financial Planning Analyst plays a key role in providing financial planning and analysis support for Generac’s Industrial Solutions business group and its growth strategy. Responsibilities include assisting with the preparation of forecast updates, long-range plan (LRP), and annual budget process, along with related Executive presentations. The role involves reviewing and analyzing actual financial performance and related Executive presentations, and managing the creation of channel and account level forecasts. This position collaborates with leadership as well as sales, commercial, demand planning, sourcing, and operations teams to develop and analyze data to drive optimized customer behaviors. Participation in margin enhancement, business improvement, and other projects as applicable and necessary.
Responsibilities
Prepare and drive sales forecasts through the SIOP process, including monthly forecasts and cross-functional coordination with operations to align demand and supply planning.
Participate in continuous improvement of the SIOP process and Inventory Management initiatives.
Assist in the preparation of the annual budget, periodic forecast updates, and long-range plan, including orders and shipments forecasts, gross margin and mix forecasts, operating expense forecasts, and preparation of Executive presentations.
Assist in the review and analysis of actual financial results, including sales and gross margin bridge analyses, operating expense reviews, and development of a consistent monthly financial package.
Track and manage customer rebate and discount programs, including developing monthly accruals and facilitating customer payments.
Manage and develop reporting and analysis tools to support all functions of the Industrial Solutions business group.
Assist and participate in other projects around margin enhancement, business improvement, and related activities as necessary.
Minimum Qualifications
Bachelor’s degree or equivalent
Minimum 2 years of relevant work experience in accounting, financial analysis, sales support, or related field
Preferred Qualifications
Accounting or Finance degree
SAP and BI experience; OneStream financial planning software experience
Manufacturing industry experience
Advanced Excel skills with the ability to create, understand, and maintain complex financial models and analysis
CPA certification
Strong understanding of financial statements including Income Statement, Balance Sheet, and Cash Flow Statement
Ability to work independently and as part of cross-functional teams
Strong written and oral communication skills, project management skills, and organizational skills
Knowledge, Skills And Abilities
Financial and analytical skills to model and quantify impacts of assumptions and events
Ability to present information clearly to a variety of audiences
Ability to manage multiple projects concurrently
Proficiency in database applications and MS Office with strong Excel skills
Ability to act proactively, independently, and decisively to assess needs and identify solutions
Strategic thinking and attention to detail
Ability to work collaboratively across business units and functions
Excellent interpersonal, management, motivation and analytical skills
Self-starter with initiative and vision; ability to manage multiple projects simultaneously
#J-18808-Ljbffr