Overview
Senior Financial Analyst, Financial Planning & Analysis
TriMark USA is one of the country’s largest providers of foodservice equipment and supplies. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. As a company, we strive to lead with our values and to support the success and sustainability of our customers so they can focus on their culinary pursuits.
FULL TIME | HYBRID (3 DAYS IN OFFICE) | BENEFITS INCLUDED
(Medical, Dental, Vision, Pet & Legal Insurance)
The Senior Financial Analyst, Financial Planning & Analysis reports to the Controller (Midwest Region), and is located in Mansfield, MA.
POSITION SUMMARY:
The Senior Financial Analyst, Financial Planning & Analysis, Midwest Region is primarily responsible for preparing financial plans, analyzing actual results vs. plans, reporting results to internal management and external parties (as needed) and performing ad hoc financial analyses. A key objective for this role is to help to drive financial results by providing business leaders data driven insights, that facilitate focusing the business on the most impactful areas.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
- Prepare the consolidation of monthly companywide financial budgets and forecasts for P&L and Capital Expense
- Analyze and track key metric trends and Actual results vs Forecast and Budget and month over month changes in Forecasts
- Develop Budget/Forecast reports that highlight key business performance risks, issues and opportunities
- Partner with Corporate Services key stakeholders to analyze financial data, explain variances, investigate discrepancies, and provide support and advice in the development of Annual Budget and monthly forecasts
- Identify, develop and implement process improvements
- Highlight risks and opportunities to financial targets and raise issues as appropriate
- Maintain effective business partnerships to gain insight into business trends and strategic initiatives that impact financial forecasts
- Prepare ad-hoc analyses to understand business trends
- Provide project/initiative support as needed
COMPETENCIES:
- Financial modeling and strong analytical skills required
- Solid knowledge of P&L and Balance Sheet
- Strong interpersonal skills; ability to work collaboratively with others
- Ability to effectively multi-task with competing priorities; make decisions under pressure and work under tight deadlines; delivering accurate, on time, high quality work.
- Strong written and oral presentation skills
- Strong attention to detail
QUALIFICATIONS & EXPERIENCE:
- Bachelor’s Degree in Accounting, Finance, or Economics; CPA and MBA preferred.
- 5+ years accounting experience
- 1-3 years financial analysis experience
- Advanced proficiency with Microsoft Excel
- Proficiency with Microsoft Word and PowerPoint
- Experience with data analytics tools preferred (e.g. Tableau/PowerBI)
TriMark’s commitment to diversity, equity, and inclusion is a purposeful mission of strengthening our organization and those we serve by uniting the unique differences of our employees. This mission is instilled in who we are as a company. We are committed to promoting diversity, equity and inclusion through sharing, education, and experiences. We are greater together through unity in diversity. If you require reasonable accommodation in completing this application, interviewing, completing any applicable pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@trimarkusa.com.
Salary Description $30000 – 50000
