Senior Analyst, Financial Planning & Analysis

Job Description

POSITION OBJECTIVES :

The Senior Analyst, Financial Planning, will play a critical role in driving data-driven decision-making across Overseas Food Trading. Reporting directly to the VP of Finance, the Senior Analyst will be responsible for enhancing the financial reporting infrastructure, optimizing planning processes, and supporting strategic business initiatives across departments. The Senior Analyst will help the business to scale effectively and make informed financial decisions.

SUMMARY REQUIREMENTS :

To perform this job successfully, an individual must be able to execute each essential job function satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and / or satisfy the productivity, performance, or qualification standards for the position.

ESSENTIAL JOB FUNCTIONS

KEY RESPONSIBILITIES

Financial Planning & Reporting

• Support the annual budgeting and quarterly reforecasting processes by preparing templates, consolidating inputs, and ensuring the timely delivery of accurate outputs.
• Develop and maintain financial models to support budgeting, forecasting, variance analysis, and scenario planning.
• Improve and manage the company’s monthly financial reporting package to ensure clarity, consistency, and actionable insights.
• Validate monthly and quarterly close data, recommending necessary adjustments or accruals to ensure accurate financial reporting.
• Collaborate with department leads to gather input and align on financial assumptions, forecasts, and business drivers.
• Partner with the Business Technology team to build and enhance financial dashboards and reporting tools.
• Serve as a Finance lead and internal expert on Microsoft Business Central, ensuring system accuracy, data integrity, and user enablement.
• Assist in the analysis and reporting of Gross margin by channel and item, in collaboration with the organization

Data Systems & Process Improvement

Cost Control

Cross-Functional Collaboration

Incidental Duties

The above list of essential job functions describes the general nature and level of work being performed in this job. It is not intended to be an exhaustive list of all duties, and indeed, additional responsibilities may be assigned, as required, by management.

PERFORMANCE EXPECTATIONS

JOB QUALIFICATION STANDARDS

The following describes the general qualifications and physical, sensory, and mental abilities normally associated with performing the essential functions of this position.

Education and Work Experience :

Knowledge and Skill Requirements / Specialized Courses and / or Training :