enVista is a high-growth, high-tech global software solutions and consulting services firm, and an eight-time Inc. 5000 fastest growing, privately held company, headquartered in Carmel, Indiana. enVista helps hundreds of world-leading brands optimize their supply chains and unify commerce. enVista has approximately 600 employees in several countries and growing.
The Sr. Financial Analyst, FP&A will prepare report packages for the Executive Leadership Team and provide analytical insight to business results to drive enhanced profitability and efficiencies. The position performs key processes such as consolidating forecasts, budgets, and financial/operational reports, driving automation of such processes, and performing financial analyses on business drivers and trends. The position will be working closely with Finance, the Solutions Group leadership, and Sales leadership at all levels and functions of the company. This role will require the candidate to provide data and analysis on key issues and offer recommendations to improve processes across all aspects of financial planning & analysis, including development of the annual budget, monthly forecasting, strategic long-term financial plan and communications to the Executive Leadership Team.
Assist in preparing the company-wide budgeting and forecasting process including revenue, COGs, expenses, balance sheet and cash flow including consolidation and reporting across Solutions Groups and corporate functions
Assist with maintaining integrity of the D365 (or other financial reporting tool) utilized for budgeting, forecasting, and reporting of the company’s actual and management results
Develop and manage internal operational dashboards and monitor KPIs / business drivers for all functions, highlighting trends and analyzing underlying causes of variance, for the executive team
Assist with the development and economic modeling of the 5-year strategic financial plan to provide business insight into the growth and valuation of the firm.
Lead the preparation of monthly reporting packages to support Solution Group leadership and Sales Function. Report actual results versus plan, including variance analysis insights.
Partner with Controller’s for month-end and quarter-end close reporting and coordination on policies, procedures, and other financial reporting requirements
Provide ad-hoc financial support and analysis as needed
Support communications and presentations to external parties.
Skills and Experience Needed:
BS in Accounting or Finance, MBA or CPA is strongly preferred
3-5 years of progressive relevant experience
Strong analytical skills and ability to work with imperfect information to inform data-driven decision-making with the ability to perform the following:
Identify trends in data sets (patterns; outliers; seasonality; shifts in an industry or business; etc.)
Create financial statement projections (income statement, cash flow statement, balance sheet, etc.)
Create specific customer/deal/product projections
Perform customer pricing analytics
Able to analyze and grasp a situation quickly from different perspectives and create well-reasoned solutions.
Ability to challenge and support the business, to anticipate issues, and to drive good decision making with fact-based analytics.
Proficiency with financial planning and budgeting tools and processes
Knowledge of effective communication and presentation techniques for explaining complex financial issues and their underlying logic to various stakeholders
June 23, 2020