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Budget and Planning Analyst

Company: Warn Industries
Location: Clackamas
Posted on: May 27, 2023

Job Description:

Warn believes that every team member plays a significant contribution role in our success. We enable our customers with the tools they need to work and play outdoors. This position description is designed to outline the primary duties of the role, qualifications, and job scope. Just as we do not want our customers to be limited in the outdoor space, we do not want to limit our employees nor the organization to just the work that is identified. It is our expectation that each team member will serve their customers wherever, whenever necessary to ensure the success of our endeavors.
Position Summary:
Working independently and collaboratively with others, this position plays an integral role in executing our mission, philosophy, and commitment to providing high quality products and exceptional customer service to our internal and external customers. In addition to maintaining a high level of trust, integrity and ethical standards, all employees are also expected to promote a culture of safety by following all safety procedures, protocols and guidelines while working in a manner that minimizes the risk of damage to property and injury to the employee and others.
This position will provide support to the Director of FP&A in the company's forecasting and financial planning activities including the annual budgeting process, monthly and quarterly analysis and ad-hoc projects as required. Other activities of the position in support of company-wide FP&A initiatives include, but are not limited to, preparing presentations and capital expenditure analysis. This position acts as a consultant to teams, leaders and other members of the Finance Team in support of optimal business decision making.
Essential Functions:
The essential functions of this position require prioritizing and completing all assigned tasks in a timely and efficient manner, adjusting for changing priorities and availability of resources, and demonstrating initiative in identifying additional job-related tasks to be completed when time permits.

  • Key support person in the annual operating plan preparation, review, analysis, and implementation. Ensure annual budget process meets goals and timelines as required by Senior Leadership.
  • Initiate the capital expenditure process and prepare financial models as well as providing justifications for CapEx requests.
  • Rolling monthly, quarterly, and annual financial forecast updates, including cash flows, using Excel and financial reporting tools
  • Align business metrics with segment and corporate objectives and provide appropriate scorekeeping.
  • Provide support and coordination of predictive analysis tools and modeling to assist in driving forecast accuracy.
  • Support the preparation and review of the quarterly segment reporting packages and bridges.
  • Uphold the highest level of integrity and discretion in handling confidential information.
  • Responsible for participating in continuous improvement activities for improved operations of the Finance Team. Problem-solves individually or as part of a group as job duties require. May lead such problem-solving activities.
  • Ensure accuracy of the financial reporting tools
  • Facilitate working capital and cash flow forecasting within the operating company.
  • Performs ad-hoc analysis as part of special projects within the Finance Team as well as on other teams as required.
  • Accountable for Sarbanes-Oxley compliance in assigned area. Responsible for design and operating effectiveness of internal controls, including a self-assessment and report to management. Accountable for developing and monitoring processes and practices necessary for legal and ethical compliance in assigned area. Availability Requirements:
    Due to the nature and scope of the essential functions of this position, the importance of personal interactions with coworkers, and the availability of job-related tools, equipment and resources at work, performance of the essential functions requires regular, consistent availability, accessibility, and presence on-site with hybrid schedule available.
    Approximately 40 hours / week may be required to efficiently perform the job duties of this position, including presence at designated internal and external meetings. This position may also require availability and accessibility to respond to and address emergencies and critical situations outside of normal business operating hours in the early mornings, evenings and/or during weekends. Overtime may be scheduled and required to meet departmental needs.
    Required Education and/or Experience:
    • Bachelor's Degree in Accounting, Business, Finance, Business information systems or related field is required.
    • Knowledge of making process improvements utilizing current technology.
    • Participate in the development and production of professional presentations for different audiences including operational financial partners, parent company management and senior team members. Required Qualifications:
      • Strong oral and written communication skills commensurate with the job tasks and position necessary to communicate clearly and effectively with internal and external customers while providing exceptional quality of work and outstanding customer service. Ability to present information in a manner designed to educate or inform other team members and customers in one-on-one or group interactions as directed.
      • Ability to review, comprehend, interpret, process and evaluate effectively written work instructions, documents and procedures written in English, and ability to read engineering drawings in conjunction with the performance of the essential functions and other assigned job duties. Demonstrable knowledge and experience of measurement methods required.
      • Must have strong Microsoft Office skills with an emphasis on MS Excel (Pivot tables, sumifs and lookups). Written variance analysis skills are required.
      • Excellent interpersonal and conflict resolution skills including ability to work efficiently in a fast-paced work environment while maintaining a calm, rational and respectful demeanor and communication style in times of stress occasioned by work demands, tight timelines, heavy production expectations, unexpected quality control issues, and other work-related issues or concerns that may cause a heightened level of anxiety, frustration, anger, disappointment, confusion, etc.
      • Enthusiastic adoption and consistent demonstration of Warn Industries' Core Values
      • Excellent troubleshooting, problem solving, research, organizational and analytical skills, combined with the ability to prioritize tasks and meet established deadlines. The ability to multitask is also essential while remaining flexible with changing priorities and deadlines.
      • Well-reasoned decision making with a high attention to detail regarding organization, planning, workflow, and project prioritization to ensure tasks are completed efficiently and accurately.
      • Highly ethical, self-motivated individual with ability to work independently and/or with limited direction, as well as cooperatively in a team environment, including leading projects and team members, while consistently demonstrating collaborative, respectful and productive work habits.
      • Must be able to work with confidential information.
      • Communicate in a professional, respectful, courteous, and effective manner with all employees, customers, vendors, visitors and others with whom we may work or interact.
      • Contribute to a successful work group through positive interactions, active listening, meaningful collaborations, and the constructive exchange of ideas designed to meet or exceed the organization's strategic goals. Physical Requirements:
        The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
        • Receive, understand, evaluate, and appropriately respond to communications from employees, members of management, customers, vendors, and visitors using available technology, in person and in a public setting when necessary.
        • Work for extended periods of time in a stationary position daily while operating a computer and other tools and equipment in conjunction with completing required job tasks.
        • Maintain professional and respectful communication style to ensure reactions and responses to both emergency and non-emergency situations serve as an example to others of appropriate workplace communications.
        • Provide intellectually sound and well-reasoned answers, recommendations, and solutions to identified business problems, issues and/or questions. Efficiently and quickly analyze, process, manipulate, and accurately record extensive amounts of data (much of which is technical in nature) and other information that serves as the basis for this position.
        • Move to, from and within the designated work area frequently and consistently throughout the workday and regularly throughout our building and/or across Warn-related property site locations, possibly during inclement weather.
        • Use a personal computer or other technology devices frequently and consistently for the purpose of reviewing, analyzing, creating, transmitting, and presenting documents, data and other business-related information.
        • Lift, transport and/or move up to 20 pounds of weight occasionally in the performance of regular duties. Occasional bending, stooping, walking up and down stairs, and kneeling may be required.
        • Environment/Atmospheric Conditions:
          • The work environment conditions described here are representative of those an employee encounters while performing the essential functions of this position. This position's job duties are performed generally in an office environment with traditional office lighting and office furniture, as well as consistent and frequent noise, interruptions, and other similar distractions. It may be necessary for a team member in this position to enter a shop environment where they may be exposed to loud noises from operating machinery, cold temperatures, and chemicals and vapors.
            Machines, Tools, Equipment, Software:
            Personal computer, fax machine, copy machine, other office equipment, Microsoft Office and financial reporting system.
            As an Equal Opportunity Employer, Warn Industries is committed to providing FMLA and equal opportunities for all applicants. Warn Industries recruits, hires, trains, and promotes team members in all job classifications without regard to age, race, color, marital status, religion, sex, gender, sexual orientation, national origin, disability, veteran status or any other status protected by law. For more information on FMLA, EEO and EPPA regulations, you can check out our career page located at www.warn.com.
            Warn Industries hires U.S. citizens and persons lawfully authorized to work in the U.S. All new employees must complete an INS Employment Eligibility Verification Form (I-9) and be able to provide verification of their status as a Non-Foreign person as defined by International Traffic in Arms Regulations, Section 120.14- 120.16. Warn Industries uses E-Verify for eligibility verification to work in the U.S. For more information on E-verify, you can visit www.e-verify.com

Keywords: Warn Industries, Portland , Budget and Planning Analyst, Professions , Clackamas, Oregon

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