Taylor-Listug, Inc

Welcome page

Senior Financial Analyst

Job ID 2024-1676
Job Locations
US-CA-El Cajon
Job Category
Accounting/Finance

Overview

Are you data-curious, detail-driven and ready for a new challenge? Are you comfortable with sorting, analyzing, and formatting raw data to help leadership make informed financial decisions? If so, the Senior Financial Analyst position at Taylor Guitars might be for you. The person in this FP&A role will work to deliver quality financial management reports, analysis, and modeling within a highly collaborative environment, working closely with cross-functional colleagues and our Senior Management team to identify risk, manage budgets, drive projects and develop both short- and long-term financial strategies for Taylor Guitars. We're looking for candidates with strong interpersonal skills and exceptional abilities in data management, reporting, systems analysis, and modeling. If you have three or more years of experience in financial reporting and analysis and are seeking a role that caters to your report-writing capabilities and understanding of complex systems, this could be the ideal position for you.

 

The Senior Financial Analyst will work as part the finance team at Taylor to drive strategic insights on the financial performance and metrics of Taylor. This highly collaborative role will be responsible for partnering closely leadership across all functional areas of Taylor.

 

Senior Financial Analyst Salary Range: 

MINMID
$85,274.80$102,329.76

Responsibilities

POSITION SUMMARY

The Senior Financial Analyst will work as part the finance team at Taylor to drive strategic insights on the financial performance and metrics of Taylor. This highly collaborative role will be responsible for partnering closely with leadership across all functional areas of Taylor.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

 

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


Essential Functions Statement(s) 

 

  • Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as sales, expenditures, and profit margin.
  • Interpret results by identifying major factors/variances and translating the data into concise and actionable information.
  • Play an integral part in the consolidation of Annual Operating Plans, Long-Range Plans, and Forecasts.
  • Oversee consolidated annual budgeting process ensuring alignment with business objectives
  • Calibrate and fine-tune financial forecasts and financial models by working closely with senior leadership of Taylor Guitars.
  • Create management reporting and executive-level presentations that are informative and well organized.
  • Ensure work always meets timing and quality expectations.
  • Encourage data stewardship and accountability within the finance group and other functional areas
  • Inspire and cultivate the growth of a data-driven culture throughout the finance group and other functional areas.
  • Develop and automate financial planning models leveraging Tableau and similar automation tools
  • Ad-hoc business performance reporting.

COMPETENCIES:

  • Customer Focus - Knows who internal customers are. Identifies opportunities that benefit the customer (internal and external). Establishes and maintains effective relationships. Delivers products that meet customer expectations.
  • Results Oriented - Works as a productive and cooperative member of a cohesive group. Persists in accomplishing objectives despite obstacles and setbacks. Pushes self and helps others achieve results. Solution vs. problem oriented. Demonstrates ability to adjust when obstacles arise.
  • Communicates Effectively - Communicates proactively and with purpose and professionally, in a concise and straightforward manner. Attentively listens to others. Communicates to those involved, especially if agreements cannot be kept.
  • Accountability - Takes personal responsibility for decisions, behaviors, actions and failures, and commits to necessary corrective action. Able to admit limitations of knowledge, yet demonstrate a willingness to do what is needed to improve. Proactively seeks feedback without being defensive. Does what is right because it is the right thing to do. Leaves personal circumstances outside of work in order to remain engaged in the task at hand.  Maintains a positive attitude despite adversity.
  • Reliability - Demonstrates reliable and predictable attendance and punctuality.
  • Verbal & Written Communication - Ability to effectively communicate clearly and concisely with others using the spoken word and in writing.
  • Analytics - Excellent command of Tableau and SQL with a passion for making data-driven decisions and using both quantitative and qualitative data to continually monitor KPIs, analyze/interpret information, inform team thinking, identify opportunities/shortcomings, adjust strategy, and align tactics.
  • Technical Aptitude - Apply technical skills to recommend solid, achievable solutions, explain complex ideas/alternatives/risks clearly, communicate a project vision and satisfy requirements.
  • Database Management - Experience with multi layered approaches to wrangling disparate data sources, creating ETL flows, and working with a managed data warehouse.
  • Project Management – Proven ability to drive projects forward from concept to execution and deliver results, create project schedules/milestones, and work with a comfort for handling numerous projects and tight deadlines.
  • Leadership – Proven success in leading, motivating, fostering, and influencing project teams to do great work, produce inspired digital experiences, and deliver needle-moving results.
  • Strategy – Strong strategic and conceptual thinker able to both synthesize abstract ideas as well as plan and deliver execution of those ideas; with a user-focus and considerations for both experience and design.

Qualifications

POSITION QUALIFICATIONS

Education & Experience:  Bachelor's degree, preferably in statistics, math, economics, business, finance, engineering, or science; At least 3+ years’ experience in developing and managing BI tools, project management, and strategizing

data architecture.

 

Computer Skills:

  • Experience working with an FP&A platform is a must
  • Advanced knowledge and experience using MS Excel, MS Power Point is a must
  • Experience working with Syspro (or any ERP) via SQL is preferred
  • Knowledge and experience using Tableau is a plus
  • Experience/education as an accountant is a plus

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed