Financial planning analyst Jobs in New Haven, CT

Senior Financial Analyst

Navis Food Partners, a leading foodservice company with annual revenues of $600 million, is currently seeking a highly qualified Senior Financial Analyst for a dynamic, cross-functional, hybrid role supporting our New England operation based either out of our Londonderry, NH or West Haven, CT office.

The Senior Financial Analyst is responsible for supporting the financial health and strategic planning efforts of the organization through budgeting, forecasting, financial analysis, and performance reporting. This role requires strong analytical skills, attention to detail, and the ability to translate financial data into actionable business insights. The analyst works closely with cross-functional teams, including Sales, Operations, and Supply Chain, to align financial plans with organizational objectives and help drive data-informed decision-making.

Key Responsibilities:

• Develop, maintain, and enhance financial models to support annual budgets, rolling forecasts, and multi-year planning efforts.
• Analyze monthly and quarterly financial results, comparing actuals to budget and forecast, and identifying key variances and underlying business drivers.
• Perform sales and category mix analyses, recurring and ad hoc, to identify changes in profit trends and understand underlying causes.
• Support scenario planning and sensitivity analysis for operational and strategic decisions.

Business Partnership & Decision Support

• Partner with department leads to develop and manage operating budgets, monitor financial performance, and prepare variance explanations.
• Provide financial modeling and scenario analysis.
• Help to prioritize analytic requests that tie into the overall strategic direction of the organization.

Reporting & Data Insights

• Produce and distribute regular financial and operational reports, including monthly board presentations, dashboards, and ad hoc analyses for senior leadership.
• Ensure data integrity and consistency across reporting systems and collaborate with IT and Finance Systems teams on system enhancements or issue resolution.
• Develop and maintain dashboards, reports, and financial models to track key performance indicators (KPIs).
• Present findings and recommendations to senior leadership in a clear and actionable manner.

Process Improvement & Strategy

• Identify opportunities for process improvement within FP&A and implement tools or enhancements to improve reporting accuracy and efficiency.
• Support budgeting and forecasting processes by providing detailed projections.
• Coach teams internally to drive understanding of and demand for analytics that drive business performance.
• Participate in special projects, including strategic planning, M&A due diligence, and system implementations, as needed.

Requirements

Qualifications:

• Bachelor's degree in a quantitative field (e.g. Finance, Analytics, Economics, Math, or similar) preferred. MBA a plus but not required. Demonstrated success in a similar role is an acceptable replacement for a formal degree.
• 5+ years of experience in financial analysis or corporate finance role or a comparable field within food distribution, CPG, or wholesale businesses. Experience working cross-functionally with executive levels in sales, procurement, and operations teams.
• Proficiency in Microsoft Excel, Power BI and data visualizations, ERP systems, consolidation & reporting tools (such as Vena) and general data modeling techniques.
• Comfortable as an individual contributor supporting many internal customers.

Core Competencies:

• Financial & Analytical Acumen: Strong analytical skills with expertise in financial modeling and conducting multi-scenario forecasting. Strong understanding of financial statements, key business metrics and how financial outcomes are driven by operational performance and market dynamics. Ability to analyze large datasets from multiple sources and draw actionable insights from complex financial and operational data. Ability to blend financial and non-financial data into strategic insights and business recommendations.
• Results Orientation & Attention to Detail: Focuses on outcomes and measurable results. Sets priorities based on business impact and meets deadlines consistently. Ensures accuracy in data analysis, models, and reporting. Identifies discrepancies and proactively addresses data integrity issues.
• Business & Commercial Insight: Understands how food distribution businesses operate, including supply chain, procurement, and sales. Applies market and industry knowledge to financial modeling and forecasting.
• Collaboration & Cross-Functional Communication: Capable of clearly articulating financial information to both finance and non-finance audiences. Builds trust and credibility through accurate reporting and collaborative engagement. Works effectively in a cross-functional environment, building partnerships to gather inputs, validate assumptions and drive alignment.
• Problem Solving & Critical Thinking: Uses a logical, methodical approach to solve problems and support decision-making. Able to interpret trends and data anomalies, identifies root causes, synthesizes findings, and recommends actionable solutions. Proactively recommends practical, data-driven solutions.
• Systems & Technical Proficiency: Advanced proficiency in Excel and business intelligence tools and data visualizations, and ERP systems used in distribution/logistics, and general data modeling techniques.
• Adaptability & Continuous Improvement Mindset: Comfortable working in a fast-paced, evolving environment. Proactively identifies inefficiencies in reporting and planning processes and drives improvements. Stays informed on industry trends and best practices in corporate finance and analytics.
• Organizational & Time Management Skills: Effectively manages multiple projects, deadlines, and data sources without losing accuracy or focus. Prioritizes tasks based on urgency and business impact, ensuring timely delivery of reports and analysis. Maintains well-organized records and documentation to support audits, reviews and cross-team collaboration.