What are the responsibilities and job description for the Financial Analyst position at Principle Business Enterprises, Inc.?
Dunbridge, OH
Principle Business Enterprises (PBE) is looking for a Financial Analyst to join our Finance team. In this role you will partner with leaders across the organization to support budgeting, forecasting, reporting, and analysis that helps drive profitable growth. This is a high-visibility role for someone who is curious, resourceful, and ready to make an impact.
What You’ll Do
Business Planning, Budgeting & Forecasting
Principle Business Enterprises, Inc. (PBE) is a family-run, value-driven organization with a deep commitment to improving lives. With over 60 years of service to the healthcare field and more than 30 years as a pioneer in incontinence and moisture management solutions, we’re proud of the impact our products and people make every day.
We offer excellent health benefits including free access to onsite and local health clinics, paid personal and vacation time, an annual profit-sharing bonus, a 401k plan with company match, company-paid disability and life insurance, and more. We foster a supportive environment where safety, quality, teamwork, and continuous improvement come first.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
We are an equal opportunity employer and are committed to non-discrimination in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
As a federal contractor, PBE complies with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) and Section 503 of the Rehabilitation Act. Veterans and individuals with disabilities are encouraged to apply. Reasonable accommodations are available throughout the application and hiring process.
Principle Business Enterprises (PBE) is looking for a Financial Analyst to join our Finance team. In this role you will partner with leaders across the organization to support budgeting, forecasting, reporting, and analysis that helps drive profitable growth. This is a high-visibility role for someone who is curious, resourceful, and ready to make an impact.
What You’ll Do
Business Planning, Budgeting & Forecasting
- Participate in the development of annual and strategic financial plans and forecast updates
- Source data from various stakeholders for input into the financial forecast model, and generate and review financial forecasts
- Analyze cost trends, labor and non-labor cost scaling, and create comparison metrics to validate cost assumptions
- Own and support financial reporting and analysis needs across various business segments and functions
- Help lead process improvements around closing and reporting, and support improved data integrity across the organization
- Assist in the preparation of weekly, monthly, and quarterly financial statements and month-end close reporting
- Prepare analyses that identify, evaluate, and communicate business results, trends, and outlooks
- Build dashboards and reports using transactional data to help departments track progress in visually clear formats
- Share findings with leadership through presentations, written insights, and verbal interactions
- Respond to ad hoc analysis requests in a timely manner with concise, well-organized results
- Evaluate capital expenditures, depreciation, investment opportunities, rate of return, and financial statements
- Lead process improvement projects to create standardized templates and tools that support consolidation and reporting workflows
- Monitor variances, identify trends, and recommend actions to improve the company’s financial performance
- Recognize and act on opportunities to improve business processes and drive efficiency across the team
- Bachelor’s degree in Finance, Accounting, or a related field required
- 3 to 5 years of financial analysis and/or accounting experience
- Advanced Excel skills and working knowledge of ERP systems; experience with QAD preferred
- Experience with Qlik and/or Planful is a plus
- Demonstrated ability to analyze, sort, and accurately report on large volumes of data in a timely manner
- Strong attention to detail with the ability to manage competing priorities in a fast-moving environment
- Self-starter with an entrepreneurial mindset who takes ownership, works through ambiguity, and drives toward outcomes
- Genuinely curious; asks good questions, seeks root cause, and brings an authentic interest in understanding the business
- Must be open to working in-person at our Dunbridge, Ohio location
Principle Business Enterprises, Inc. (PBE) is a family-run, value-driven organization with a deep commitment to improving lives. With over 60 years of service to the healthcare field and more than 30 years as a pioneer in incontinence and moisture management solutions, we’re proud of the impact our products and people make every day.
We offer excellent health benefits including free access to onsite and local health clinics, paid personal and vacation time, an annual profit-sharing bonus, a 401k plan with company match, company-paid disability and life insurance, and more. We foster a supportive environment where safety, quality, teamwork, and continuous improvement come first.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
We are an equal opportunity employer and are committed to non-discrimination in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
As a federal contractor, PBE complies with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) and Section 503 of the Rehabilitation Act. Veterans and individuals with disabilities are encouraged to apply. Reasonable accommodations are available throughout the application and hiring process.