What are the responsibilities and job description for the Financial Planning Analyst position at Generac?
Financial planning and analysis support for Generac’s Industrial Solutions business group and its’ growth strategy. Responsibilities will include assisting with the preparation of numerous forecast updates, long-range plan (LRP), and annual budget process; along with related Executive presentations. Will assist in the review and analysis of actual financial performance and related Executive presentations. Will manage the creation of channel & account level forecasts and drives them through the SIOP process to enhance business delivery performance; working closely 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.
Level of Independence: High level of independence; reports to Finance Leader.
Minimum Qualifications
Level of Independence: High level of independence; reports to Finance Leader.
Minimum Qualifications
- Bachelor’s degree or equivalent;
- Minimum 2 years relevant work experience in accounting, financial analysis, sales support or other related field.
- Accounting or Finance Degree;
- SAP and BI 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 the ability to analyze an Income Statement, Balance Sheet and Cash Flow Statement;
- Ability to work both independently and as part of cross functional teams;
- Strong written and oral communication skills, project management skills, and organizational skills.
- Prepare and drive sales forecasts through the SIOP process
- Work cross-functionally to develop the monthly sales forecast;
- Work with the operations teams to coordinate demand planning with supply planning;
- Participate in the continuous improvement of the SIOP process;
- Participate in Inventory Management initiatives;
- Ad hoc requests from management.
- Assist the review and analysis of actual financial results
- Track and manage customer rebate and discount programs, including developing monthly accruals and facilitating customer payments.
- Competitive Benefits: Health, Dental, Vision, 401k and many more
- State-of-the-art facility with an onsite gym, walking trails, café, free parking and many employee activities
- Scheduled events throughout the year that allow our employees, both current and retirees, to gather together and enjoy their time with their families and co-workers
- Pride! When a storm strikes, Generac employees always rise to the occasion. Each time a storm hits, many employees volunteer their time with the customer support team or on the production line, while others go right into storm-affected areas to repair generators
- Make a positive impact. Generac has always been community-minded and dedicated to giving back. The company proudly offers a Volunteer Time Off program, inviting team members to participate in charitable volunteer opportunities on company time.
- We believe in having fun. From minor celebrations to major events, our employees balance their work by building a strong culture of teamwork and collaboration through a variety of occasions, including our Fun Days.
- We’re an inclusive company that celebrates differences and keeps equity and respect at the forefront.
- We offer product loan and discount programs