Financial Analyst, Sr. FA

Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world. Our Visalia corporate office serves as the central hub for the CDI enterprise, driving strategic decision-making, innovation, overall business support, and growth across our diverse portfolio of dairy products and brands. We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California!

Our commitment to CDI employees:
We believe in valuing our team with a total rewards package that goes beyond the basics. You'll find we offer competitive pay and incentive programs designed to recognize and reward your contributions. Competitive medical, dental, and vision benefits, generous paid time off, sick days & holidays, retirement plans designed to secure your future. We don't stop there. We've also cultivated a variety of valuable programs focused on your personal well-being and professional growth, ensuring you have the support you need to both inside and outside of work.

Job Summary
Senior Financial Analysts ensure that California Dairies, Inc. makes sound financial decisions. As a Senior Financial Analyst, your work, whether it's tracking performance metrics or modeling business scenarios, is used by our leaders to make strategic company decisions. While working on multiple projects at a time, you are focused on the details while finding creative ways to solve big picture challenges. As a Senior Financial Analyst, you will work with the Sales and Operations teams to track and analyze all aspects of the manufacturing process and the performance of all product line sales volume and margin. As support for the Sales team, this position leads portions of the monthly forecasting, annual budgeting, and financial variance analysis processes, while owning finance and business intelligence reporting tools. You will demonstrate insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results.

Essential Functions

• Prepare and analyze weekly, monthly, and annual sales reports and dashboards tracking product line performance of volume, price, product mix, and overall revenue management.
• Prepare materials for Board of Directors meetings and Executive Leadership Team meetings and assist in the evolution and enhancement of monthly reporting packages.
• Forecast growth and contribute to goal setting and monthly forecasting processes.
• Provide insights on key business dimensions: products, regions, customer segments, customers, product mix.
• Analyze drivers of business performance as part of business reviews and ad-hoc projects.
• Collecting and analyzing quantitative data from the manufacturing process paths.
• Build and manage divisional reporting platforms (e.g., PowerBI, Workday, Vena, etc), ensuring alignment with business needs, and maintaining data integrity.
• Support financial components of business cases.
• Define and track meaningful metrics to support decision-making.
• Partner with other Financial Analysts to contribute to annual budget.
• Perform other ad hoc reporting and duties as assigned.

Supervisory Responsibilities: N/A

Qualifications (Knowledge, Skills, and Abilities)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent data analysis skills with a focus on problem solving.
• Flexible and positive in a fast-paced and ever-changing environment.
• Advanced computer skills, specifically in Excel and PowerPoint.
• Strong organizational and time management skills.
• Strong written and verbal communication skills with the ability to articulate financial results & issues to management and non-financial audiences.
• Perform tasks with a high level of confidentiality.
• Strong analytical and financial modeling skills
• Self-starter and highly motivated.
• Works well in teams.
• Working knowledge of GAAP.
• Displays optimism, energy, and enthusiasm
• Must demonstrate good judgement when carrying out duties as assigned.

Education and/or Experience

• Bachelor’s degree in business with an emphasis in Accounting or Finance, MBA or CPA preferred.
• Minimum 2 years of relevant experience.
• Experience with budgeting.
• Experience with PowerBI, and/or Microsoft D365 a plus.

Language Skills
English is required as the written and spoken language. This job requires frequent communication with personnel in other CDI locations.

Certificates, Licenses, Registrations
Advanced certification in finance or accounting preferred. CPA preferred.

Driving Requirements: N/A

Equipment
Personal protective equipment including, but not limited to hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times.

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees will be subject temperatures associated with an air-cooled room. Proper lifting techniques must be employed at all times.

ADA/FEHA
The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.

EEO
The Company is an equal employment opportunity employer.

Physical Demands
The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization.

• Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork,

answer emails, etc.

• Lifting/Carrying: May lift boxes weighing 20 pounds on an occasional basis.
• Pushing/Pulling: Some pushing or pulling is required on an occasional basis.
• Bending/Stooping: Bends and stoops on an occasional basis.
• Squatting/Kneeling/Crawling: May squat or kneel on an occasional basis.
• Twisting/Turning: Assumes any combination of these positions on an occasional bas.
• Climbing/Balancing: May go up and down stairs on an occasional basis.
• Reaching: Reaches at or above shoulder level on an occasional basis.
• Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.

Fraudulent Recruiting Scam Disclaimer
To all applicants: We take your safety and privacy seriously at California Dairies Inc. All job applicants are directed to apply only through the official career pages. Please be aware that our talent team will never ask for any form of payment, financial account details, or sensitive personal information such as social security numbers. If you receive any suspicious messages claiming to be from California Dairies Inc., please contact us at talent@californiadaires.com. U.S. residents can get more information from the FTC at https://consumer.ftc.gov/articles/job-scams.