Finance Specialist

Summary

The Finance Specialist serves as the business partner and trusted advisor to the Executive Leadership team in Headquarters. This is a high‑visibility finance role at the center of executive decision‑making, partnering directly with senior leaders to shape budgets, forecasts, and strategic outcomes across the company. This position supports Headquarter functions including Human Resources, IT, Legal, Finance, G&A, Safety, Public Affairs, and Business Transformation/Operational Excellence. This position assists the Shared Service record-to-report team with the monthly SAP close process and consolidated financial reporting for the purpose of maintaining an effective accounting system to optimize spending and improve overall profitability. The position is located at the company’s corporate headquarters in Philadelphia, PA.

Responsibilities

More specific responsibilities include:

• Lead the timely build of the annual budget, translating key operational and strategic assumptions into the financial plan. You will lead working sessions with departmental Vice Presidents and their teams, Shared-Service accounting management, and key finance stakeholders to deliver annual business plan on time and in full
• Lead the monthly rolling estimate for the areas supported to reforecast business changes against original plan and provide course-correcting recommendations and analysis to management/leadership, as needed.
• Drive performance insights by analyzing results against plan, historical trends, and key KPIs- clearly explaining what’s happening in the business and why.
• Develop clear, well-formatted executive presentations that summarize relevant financial and operational information.
• Responsible for certain functions of the monthly close process such as, but not limited to, preparing monthly journal entries, review of prepared monthly account reconciliations, invoices, and exposure reports.
• Deliver insightful ad‑hoc financial analysis to support executive decision‑making
• Coordinate total company purchasing card and travel and entertainment card programs and work in conjunction with Shared Services center on ensuring timely processing of expenses.
• Establish regular meeting routines to foster interdepartmental trust, communication, and knowledge sharing to ensure business objective alignment and execution.
• Develop and recommend creative solutions for continuous improvement of processes.
• Responsible for Capital Forecasting and depreciation planning for the entire business
• Coordinate with Treasury, Procurement, and Shared Services center on vendor set up and payment processes
• Develop and oversee enterprise‑wide claim reserve models for auto liability and workers’ compensation, delivering clear, summarized reporting to support risk and financial planning
• Coordinate with external partners on ad hoc requests
• Other duties as assigned

Qualifications

Technical

The Finance Specialist will be an accomplished accounting professional with proven financial and financial systems skills, solid business acumen and leadership ability. Additionally, the candidate will possess:

• Bachelor's degree in accounting, finance, business management is required; Advanced degrees or certifications (MBA, CPA, CMA) are welcome and can accelerate growth, but are not required
• 5 years of finance and/or accounting experience required.
• Excellent general accounting skills, thorough working knowledge of US GAAP standards, and ability to research and document accounting issues.
• Ability to analyze financial information and prepare reports for management.
• Highly proficient in Microsoft Office products (Excel, Word, PowerPoint) and data visualization tools (Power BI, Tableau).
• SAP, or large ERP system, experience required.
• Experience in consumer-packaged goods is strongly desired

Personality and Cultural Success Factors

The Finance Specialist must also possess the following traits:

• Understands how day to day decisions impact financial outcomes
• Ability to think critically through ambiguity and execute against deadlines.
• Ability to exercise sound judgment and take initiative in resolving problems and making recommendations.
• Excellent interpersonal and communication skills and ability to collaborate well as part of a team.
• Strong aptitude for reporting systems and desire for process improvements required.
• Strong organization skills. Highest level of integrity.
• Must possess strong computer skills and be a self-starter, results-driven, and detailed-oriented.