Job Details
Level
Experienced
Job Location
BOX Home Office - Elgin, IL
Education Level
4 Year Degree
Job Shift
Day
Job Category
Finance
Description
At BOX Packaging Partners, we take the partners part of our name very seriously. We're not just a supplier, far from it. We're a comprehensive, wholesale partner that gives you what you need when you need it. We offer the widest range of in-stock packaging and shipping products with fast delivery. This includes confidential drop-ship programs direct to your customers, complete marketing support and technology solutions to help you sell packaging.
If you are looking to be a key contributor and business partner in a growing and vibrant organization, then this role is for you. BOX Partners has undergone a significant transformation in terms of growth and scale, and we are looking to further develop our capabilities in the areas of financial planning, analysis, and business performance management in order to support the Company's continued development. If you are analytically minded, intellectually curious and results-driven, this role is for you.
The Sr. Financial Analyst supports the development and execution of financial disciplines in alignment with the BOX Partners business strategy and performance objectives. Reporting to the Director of FP&A this role will support our day-to-day FP&A activities and company operating rhythms. You'll engage directly with functional leadership and provide support to the Operations and Sales organizations as they execute against identified business objectives. This role will have significant exposure to C-level executives and investors in support of reporting and decision making. The role will also work on our continuous improvement objectives surrounding data quality, financial reporting, business compliance, and the ongoing development of new analytical tools.
Duties/Responsibilities:
Finance:

• Support development of annual operating plan, quarterly financial outlook and periodic forecasting
• Support preparation of materials in connection with our periodic operating rhythms including: weekly financial flash, month operating reviews, board and stakeholder reporting
• Variance analysis of key financial statements
• Providing insights into the financial health of the organization
• Identification of business improvement opportunities including revenue generation, margin-improvement and cost-reduction
• Functional OPEX analysis and business partnering

Reporting:

• Weekly, monthly, and annual reporting duties
• Contribute towards the monthly Finance Reporting Package (e.g. GM analysis, OPEX analysis, headcount analysis)
• Generate and maintain financial reports and dashboards in NetSuite to provide stakeholders with timely and accurate insights into the company's financial performance
• Collaborate with accounting teams to ensure proper recording and reconciliation of financial transactions in NetSuite
• Assist in the implementation and optimization of NetSuite modules and functionalities to support evolving business needs
• Identify opportunities for process improvements and automation within NetSuite to enhance efficiency and accuracy
• Support ad-hoc financial analysis and projects as needed, leveraging Tableau, NetSuite, and other relevant tools
• Stay updated on best practices and emerging trends in NetSuite and financial analysis to drive continuous improvement and innovation
• Ad hoc reporting to identify KPIs with clear objectives and monitor them consistently.
• To analyze data and present it through reports that can help in decision-making.

Planning and Analysis:

• Work with Sales team to manage the quarterly forecast processes
• Work with the Sales teams to question and understand the pipeline data, supporting them in the best way to structure/report opportunities to reflect reality
• Continued development of the revenue profile of the order intake
• The ongoing development of and maintenance of the reporting tools, and its application within both the Finance team and the wider business
• Data quality and improvement projects in conjunction with the IT group

Qualifications
Required Skills/Abilities:

• Confident in dealing with and working through issues and operational challenges with project teams and other stakeholders
• Proven analytical ability with a focus on understanding of the drivers of the business and can providing insight to the decision members
• Comfortable working outside of the Finance team across the business, dealing with individuals at all levels and disciplines
• Healthy curiosity in what is happening within the business and how it might help our understanding
• Excellent written and verbal communication, with clarity and openness
• Capable of managing multiple demands on a varied workload, in a changing business environment
• Ability to challenge the status quo where appropriate

Education and Experience:

• Five or more years of FP&A experience
• Bachelor's degree in finance, Accounting, Economics, or a related field
• Proven experience as a Finance Analyst or working within an FP&A function
• Knowledge of financial reporting standards and management accounting techniques
• The ideal candidate will possess strong technical skills, including advanced proficiency in NetSuite, Tableau, Power BI, dashboards, or other Business Intelligence (BI) tools
• Excellent communication skills to collaborate with cross-functional teams
• Ability to prioritize tasks and manage multiple projects simultaneously

Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
The ideal candidate must be able to complete all physical requirements of the job with or without reasonable accommodation.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
BOX Partners is an E-Verify employer. We will provide the Social Security Administration and , if necessary, the Department of Homeland Security, with information from each new employee's form I-9 to confirm work authorization. BOX Partners does not use E-Verify to pre-screen applicants.