Sr. Financial Analyst

 Great reasons to join Koozie Group:

• People-first culture
• Flexible schedules
• Great benefits, including:
  • Medical HSA and HRA plans
  • Flex spending accounts
  • PPO dental
  • VSP vision
  • Employee assistance program
  • Employer-paid life insurance
  • 401(k) with employer match
• Unlimited PTO (Paid time off)
• Advancement opportunities
• Tuition reimbursement
• Employee referral bonus program
• Employee recognition program
• Employee charitable giveback program (up to $250 value)

Position Summary:

We are seeking a detail-oriented, business-savvy Senior Analyst to support our manufacturing site within the promotional products industry. This individual will play a critical role in driving operational efficiency and financial performance through insightful analysis, cross-functional collaboration, and robust reporting. The ideal candidate will be adept at identifying performance trends, cost drivers, and opportunities for improvement across production, capital investments, and expense management.

Responsibilities:

Operational & Financial Reporting

• Develop and maintain dashboards and reporting packages to monitor site performance, including production metrics, labor efficiency, and variances and profitability.
• Prepare monthly, quarterly, and annual financial reports with variance analysis to budget and forecast.
• Partner with site leadership to understand key performance indicators (KPIs) and support decision-making.

Budgeting, Forecasting & Expense Management

• Lead annual budget and periodic forecasting processes for the site including departmental expenses, staffing, efficiency, utilization and capital improvements.
• Monitor actual performance against plan and provide insights into variances.
• Identify and implement cost control opportunities.

Manufacturing & Profitability

• Analyze production output, material usage, scrap rates, and machine utilization to identify inefficiencies.
• Evaluate profitability by product and decoration method to identify trends and opportunities for improvement.
• Monitor and maintain accuracy within our reporting dashboards.

Capital Projects & Investment Analysis

• Assist in the development and financial evaluation of capital expenditure projects, including ROI, NPV, and payback period analysis.
• Track project costs and ensure alignment with approved budgets.

Cross-functional Collaboration

• Work closely with Finance, Operations, Procurement, Engineering, and Logistics teams.
• Act as a financial liaison between the manufacturing site and corporate headquarters.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred).
• 5 years of experience in financial or operations analysis, preferably in manufacturing or consumer products.
• Strong proficiency in Excel, data visualization tools (e.g., Power BI, Tableau), and ERP systems (e.g., SAP, Oracle, NetSuite).
• Demonstrated analytical and problem-solving skills with the ability to distill complex data into actionable insights.
• Excellent communication skills and ability to influence cross-functional teams.
• Detail-oriented with strong organizational and project management capabilities.

Preferred Experience:

• Experience in the promotional products industry or high-mix, high-volume manufacturing environments.
• Exposure to Lean Manufacturing or Six Sigma methodologies.

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm to Keep the Good Going, you will find your way at Koozie Group.

Koozie Group is proud to be an Equal Opportunity Employer. We do not discriminate against any applicant or employee based on race, age, sex (including pregnancy, childbirth, or related medical conditions), gender, marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Koozie Group also prohibits harassment of applicants and employees based on any of these protected categories.

In compliance with the Americans with Disabilities Act, Koozie Group will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.