Financial Planning and Analysis Manager - Minneapolis, United States - J&E Companies

Description

Job Description

J&E Companies is a leader in state-of-the-art sheet metal fabrication and machining processes. With our recent expansion in Minnesota, Wisconsin, and Mexico we are poised for even greater success.

We are committed to building a welcoming and inclusive workplace that respects and embraces unique perspectives. Our values drive our culture and function as a guide for how we treat each other and get our work done.

• Safety, quality, and environmental foundation
• Reliability, dependability, and loyalty to our customer
• Speed to response
• Accountability
• Finding ways to say yes
• Have FUN

Your work contributes to Fortune 50 businesses in aerospace, agricultural equipment and machinery, medical device and diagnostics, tech, and energy whose products and services are essential to the infrastructure and backbone of the US economy. J&E's innovative tools and technology, such as integrating Cobots and operator capabilities, help our customers create real world solutions.

The Financial Planning and Analysis Manager is responsible for collaborating with business leaders to provide in-depth financial analysis of current financial position and project future performance.

Main responsibilities include gathering, analyzing, preparing, and summarizing recommendations for financial plans, acquisition activity, operating budgets and forecasts, working capital requirements, investment opportunities and performance, and impact of economic or governmental requirements to support strategic decisions and organizational growth strategies.

Essential Responsibilities:

The following essential functions represent the primary work performed; however, other responsibilities could be expected that are not detailed here but fall within the scope of this role.

• Work closely with organizational leaders to create financial models including short- and long-term financial plans, annual budgets, and forecasts
• Provide analysis and commentary to support strategic objectives such as revenue generation, capital investments, mergers and acquisitions, and enterprise-wide improvements that will lead to cost reductions and streamlining operations
• Provide analysis of business performance, market trends, competitor activities to support long-term growth
• Evaluate budgets and expenditures to develop and implement future budgets
• Collaborate with leaders to review operations performance and facility efficiency to ensure financial resources are maximized

Minimum Skills, Abilities, and Requirements:

• Bachelor's degree in finance or another relevant field, MBA preferred
• 5+ years of progressive experience in financial analysis or other related business analysis role, Private Equity experience preferred
• Strong business acumen and ability to think strategically to contribute toward organizational planning while also playing a role in implementation
• Demonstrated ability to:
  • analyze complex business problems and issues using data from internal and external sources to provide insight to decision-makers
  • identify and interpret datasets to spot anomalies, trends, or deviations and provide insight or strategies to seize opportunities or mitigate risks
  • provide consultation to users and lead cross-functional teams to address business issues
  • produce datasets and reports for analysis using system reporting tools
  • Strong written and verbal communication skills with the ability to effectively present ideas and deliverables to internal and external stakeholders
• Creative, and results oriented mindset with the ability to collaborate with others to identify and solve issues, make proactive recommendations, and lead through influence
• Self-directed work style, able to work autonomously, prioritize and deliver results
• Ability to travel to multiple J&E facilities throughout the Twin Cities and Racine, Wisconsin routinely, and other locations as necessary to support strategic business growth objectives

Technology and Systems:

• Experience working with Infor Visual or other ERP system
• Experience with advanced data analysis tools such as Power BI or MS Access