Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufactures of precision machined parts in the United States. Our mission is to help manufactures maintain a competitive advantage in the world economy by improving productivity.
Summary:
The Lead Financial Planning Analyst will support Okuma Tower division of Morris Group and act as a liaison with Corporate Center of Excellence. This role will be responsible for overseeing the forecasting, budgeting, and financial analysis processes to support strategic decision-making across the division. The lead analyst will assist with the identification of operational improvement opportunities and drive decision-making by collecting, managing, analyzing, and disseminating financial information and analyses. The ideal candidate will have strong financial modeling skills, a proven understanding of financial management principles, and a consistent track record of process ownership.
Responsibilities:
Lead and assist in the preparation of annual budgeting, forecasting, and long-range financial planning processes.
Build and maintain financial models to support decision-making across the organization.
Collaborate with and support Corporate FP&A team and Corporate Center of Excellence.
Work autonomously and perform complex analysis to identify and evaluate key challenges and opportunities.
Design financial models and reports and identify key performance indicators to drive value in the business.
Prepare and participate in financial and operational discussions with business leaders.
Serve as a business partner by working effectively and independently with leaders to drive additional profitability through analysis and reporting.
Lead and support the monthly financial planning process, including variance analysis, management reporting, and planning platform management.
Provide training and support on best practices and process workflow updates, including preparing desktop procedures for end users.
Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
Develop creative solutions to problems and help drive standardization, automation, and continuous process improvement.
Perform other duties as assigned.
Requirements:
Bachelor's degree or equivalent experience in Finance, Accounting, or a related field. CPA, CMA, MBA or advanced degree/professional certification is a plus.
5+ years of experience in financial planning and analysis, preferably in manufacturing or distribution environment.
Proficiency in Microsoft Excel and financial software applications.
PowerQuery, PowerBI, and D365 experience a plus.
Excellent communication, presentation, and interpersonal skills.
Proven ability to lead financial planning processes independently and collaboratively in a fast-paced environment.
Strong attention to detail, problem-solving abilities, and a goal-oriented mindset.
Mental and physical requirements:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be highly mobile, able to access all areas of the premises.
Ability to concentrate and remain focused while prioritizing multiple tasks, responsibilities, and projects.
Ability to sit for prolonged period of times.
Able to perform bending, twisting, stooping, reaching, and lifting of moderate to heavyweight material up to 50 lbs. with assistance from equipment or other employees.
Ability to frequently use hands and arms.
Vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
Ability to keep their composure with the public and co-workers in everyday, stressful situations.
Morris Group, Inc., including all operating subsidiaries, is an Equal Opportunity Employer-M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other protected class.
