Financial Analyst

As a Financial Analyst within the Corporate Accounting/Finance team, your primary goal is to deliver accurate, insightful financial analysis that supports strategic decision-making across all divisions. You will play a key role in shaping financial strategies through accurate forecasting, pricing analysis, and performance monitoring. This role requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams to align financial outcomes with business objectives.

What you can expect to:

• Month-to-Month Forecast Analysis:
  • Analyze and evaluate month-to-month sale forecast changes to identify trends, risks, and opportunities.
  • Provide insights and recommendations to management based on forecast analysis.
  • Collaborate with cross-functional teams to adjust forecasts as needed to align with business objectives.
• Budget vs. Forecast Analysis:
  • Identify and investigate sales budget vs forecast variances and provide explanations and recommendations to management.
  • Conduct detailed analysis to compare budgeted financial performance with actual and forecasted results.
  • Assist in developing strategies to mitigate any discrepancies and improve overall financial performance.
• Price Management Support:
  • Assist in the development and implementation of pricing strategies.
  • Assist with prices changes for commodity adjustments
  • Analyze pricing data and market trends to optimize pricing decisions.
• Sales, Inventory, and Operations Planning (SIOP):
  • Actively participate in the SIOP process, providing financial insights and recommendations.
  • Collaborate with cross-functional teams to develop and maintain accurate demand forecasts.
  • Help identify opportunities to improve supply chain efficiency and inventory management.
  • Collaborate with product management and R&D teams to incorporate new product introductions and product lifecycle management into demand plans.
• Sales Key Performance Indicators (KPIs) Monitoring:
  • Monitor and analyze Sales KPIs to track performance against targets and objectives.
  • Develop reports and dashboards to communicate key findings to stakeholders.
  • Provide actionable insights to support decision-making and drive performance improvements.
• Develop financial models to support pricing, profitability, and investment decisions.
• Assist in annual budgeting and long-term planning.
• Support ad-hoc financial analysis and reporting as required.
• Identify unused or underutilized platform features in both Salesforce and SMART Forecasting.

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities. Responsibilities and impact may crossover technical fields/functions.

You are the kind of person who:

• Ability to multi-task, prioritize and work efficiently while maintaining a high degree of accuracy.
• Possesses a strong work ethic.
• Ability to interact with key stakeholders and employees in a professional manner.
• Ability to work independently, anticipate work needs and follow through with minimum direction.
• Good verbal and written communication skills

Required Qualifications:

• Bachelor’s degree in finance or accounting or equivalent experience.
• 1-3 years of finance/accounting experience
• Proficiency in Microsoft Office products including Outlook, Excel, and Word.
• Advanced Excel skills (pivot tables, VLOOKUP, Power Query) and data visualization tools (Power BI or similar) preferred.
• Experience with ERP & CMR systems (examples: Oracle, EPICOR, SAP, etc.). Epicor & Salesforce experience preferred.
• Experience with financial modeling is preferred.

Work Environment:

• Office and Manufacturing.
• Occasional travel to other divisions
• Work with frequent interruptions.
• Repetitive hand motions and prolonged sitting and use of computer.

Work Location: 700 S. Water St. | Watertown | WI | 53094

Benefits Package:

• Health, Dental and Vision Insurance
• Company Paid Short & Long Term Disability Insurance
• Life Insurance
• Critical Illness Insurance
• Prescription Drug Benefits
• 401(k) Retirement Savings Plan
• 10 Paid Holidays
• Paid Vacation
• FSA (Health and/or Dependent Flexible Spending Account)
• And more!

Who we are:

At Fisher Barton, we combine years of experience across multiple industries to deliver unparalleled innovation. Our world-class talent understands the behavior of materials and develops leading-edge solutions that meet your unique needs. We’re more than a source for high-quality parts; Fisher Barton is your resource for the highest quality solutions you’ll find—anywhere.

Fisher Barton is an equal opportunity employer who welcome and encourages diversity in our workforce. Qualified applicants will be considered without regard to any status or characteristic protected by law.