Sr. Financial Analyst

Advantive is a leading provider of purpose-built, mission-critical software solutions designed to serve the unique needs of manufacturing and distribution businesses. Our comprehensive suite of software solutions include schedule optimization, quality management, ERP, sales order processing, inventory and fulfillment management, and much more. By streamlining complex processes and enhancing operational visibility, we help our clients drive improved profitability and revenue growth. Join our innovative team and be a part of a company that is committed to delivering exceptional value and transformative solutions to our customers.

Our customers include corrugated and packaging manufacturers, equipment and supply wholesale distributors, and automotive and other specialty manufacturers. Our customers rely on our “mission critical” software, honed over decades in the marketplace, to keep their business running, and create quality products.

Advantive is looking for a highly motivated Senior Financial Analyst to join a collaborative and growing team. The ideal candidate is a self-starter, motivated, a great communicator, and enjoys collaborating with people with a diverse set of talents, in a dynamic fast-paced environment.

Main Responsibilities

• Support collaboration between Finance and other functional leaders to ensure accurate planning and forecasting
• Prepare financial models, forecasts, budget analysis, and ad-hoc analyses.
• Support preparation of monthly board materials.
• Oversee department headcount and vendor forecasts
• Manage day to day actions in FP&A software; Vena
• Leverage advanced excel modeling to develop meaningful analysis despite imperfect data
• Dig into “the weeds” and concisely communicate information and solutions to Finance team leadership.

Qualifications

• Bachelor’s degree in Accounting or Finance, CPA or CFA a plus
• 2+ years in a comparable finance role, Financial Due Diligence, or Private Equity finance preferred
• Experience with an FP&A tool such as Adaptive, Anaplan, or Vena a plus
• Strong excel skills and passion for new technologies that promote efficiency. Familiarity with analytical tools such as Power BI, Tableau, Alteryx, Python, etc. a plus.
• Process-oriented view to problem solving.
• Utilizes data analysis skills, rather than hasty judgment, to support business decisions and reporting.
• Manages and analyzes large datasets to derive actionable business insights.
• Quickly adapt to changes and maintain high performance under shifting conditions and challenges
• Involves a meticulous approach to work, prioritizing accuracy and thoroughness to ensure high-quality outcomes
• Encapsulates taking full responsibility for one’s actions and their outcomes, emphasizing accountability and learning from experiences
• Thrives in delivering high-quality outputs in a fast-paced and lean environment
• Exhibits strong knowledge and application of key finance and accounting topics
• Comfortable working cross-functionally with other business units and ensuring timelines stay on track
• Passionate about driving continuous improvement in yourself and within your functions
• Ability to prioritize multiple duties and work independently

Last updated on Sep 3, 2024