Sr. Financial Analyst

Company Description

Shakespeare Company is a leader in material science solutions, creating reliable products and systems backed by innovation and expertise. With a diverse portfolio, the company serves industrial and consumer markets such as automotive, healthcare, lawn & garden, and US military applications. Utilizing proprietary technologies, Shakespeare crafts specialized products including custom nylons, performance monofilaments, military electronics, and marine equipment. The company operates across four strategic divisions: Polymers & Filaments, Lawn & Garden, Military Electronics, and Marine Electronics. By delivering cutting-edge solutions, Shakespeare builds lasting partnerships founded on trust and reliability.

Position Overview

The Financial Analyst plays a critical role in driving the financial planning and analysis functions within a manufacturing environment. This position is responsible for delivering insightful financial reports, forecasts, and variance analyses that support strategic decision-making and operational efficiency. The role requires collaboration with cross-functional teams to evaluate financial performance, identify trends, and recommend actionable improvements. The Financial Analyst will also contribute to budgeting processes, capital expenditure evaluations, and long-term financial modeling to ensure alignment with corporate objectives. Ultimately, this position ensures that financial data is accurate, timely, and effectively communicated to stakeholders to support sustainable business growth.

Key Responsibilities

Financial Controllership

• Oversee and manage all accounting operations including general ledger, cost accounting, accounts payable/receivable, and payroll.
• Lead the month-end and year-end close processes; ensure timely and accurate financial reporting in accordance with GAAP.
• Prepare and maintain financial statements, management reports, and supporting schedules.
• Maintain robust internal controls, policies, and procedures to ensure compliance and accuracy.
• Coordinate and manage external audits, tax preparation, and compliance filings.
• Support ERP and financial system improvements for enhanced reporting and analysis capabilities.

Financial Planning & Analysis (FP&A)

• Develop and maintain financial models, forecasts, and budgets to guide strategic decision-making.
• Conduct in-depth variance analysis and operational performance reviews.
• Partner with department heads to develop business cases, capital expenditure proposals, and ROI analyses.
• Provide actionable insights to improve margins, cost efficiency, and working capital management.

Customer & Business Analytics

• Perform customer-level profitability and pricing analysis to support commercial strategy.
• Analyze product mix, customer trends, and sales performance to identify growth and margin improvement opportunities.
• Create dashboards and KPI reports to track operational and financial performance.
• Collaborate cross-functionally with operations, supply chain, and sales to enhance visibility into business drivers and outcomes.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• 7–10 years of progressive experience in financial management, analysis, and reporting within a heavy manufacturing environment.
• Demonstrated expertise in cost accounting, financial modeling, and manufacturing analytics.
• Experience with ERP systems (e.g., SAP, Oracle, or similar) and advanced proficiency in Excel and data visualization tools (e.g., Power BI, Tableau).

Certifications (Preferred)

• CPA, CMA, or CFA designation strongly preferred.

Skills & Competencies

• Strong analytical and problem-solving skills with exceptional attention to detail.
• Proven ability to interpret complex data and communicate financial insights to non-financial audiences.
• Excellent organizational, interpersonal, and communication skills.
• Proactive, collaborative, and able to work independently in a hybrid environment.
• Strong business acumen with a continuous improvement mindset.

The above statements describe the general nature and level of responsibilities for this position and are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of this position. Company management may assign other relevant, business-related duties.