Financial Analyst

Job Description

Financial Analyst | Neapco

The Tone:
This is a role at Neapco, an organization where the Financial Analyst contributes significantly to corporate financial planning and analysis. This position is vital for supporting key financial processes, including budgeting, forecasting, and reporting, which are essential for informing management decisions and communicating financial performance to stakeholders. The role ensures accuracy and understanding of financial performance across business units and for the shareholder.

The TL;DR
• Role: Early Career
• Team: Supports the FP&A Manager, FP&A Supervisor, and CFO in corporate financial processes.
• Mission: Support corporate financial planning, analysis, and reporting processes, ensuring accuracy and providing insights for decision-making.
• Tech Stack: Adaptive Insights (OfficeConnect), PLEX, SAP, Microsoft Excel, PowerPoint

What You’ll Actually Do
• Corporate Financial Planning: Provides financial planning and analysis support at the corporate level, specifically assisting the FP&A Manager in developing Budgets, Long Range Plans (LRP), and Forecasts. This includes maintaining standard templates and preparing slides and analyses for annual Budget LRP management presentations to Neapco’s shareholder (WXA).
• Performance Monitoring & Variance Analysis: Consolidates monthly Pre-flash reports and Sales & EBITDA bridges for actual closings, forecasts, Budgets, and LRP processes. This involves following up with business units to understand significant variances between actual, budget, and forecast results, as well as any corrective actions.
• Reporting & Financial Overviews: Prepares comprehensive monthly FP&A reporting slides and detailed analyses to support the FP&A Supervisor and CFO’s monthly financial overviews. Also publishes monthly Sales & EBITDA bridges and financial statements for monthly performance review packages, reviewing business unit level metrics to avoid discrepancies.
• Process Coordination & System Optimization: Maintains and updates the annual Neapco Financial calendar and Budget LRP timeline, coordinating review schedules with business units and corporate levels. Serves as a technical expert and liaison to internal stakeholders to drive optimal utilization of Adaptive Insights (OfficeConnect) for FP&A deliverables.
• Project & Ad-Hoc Support: Consolidates Risks and Opportunities (R&O) summaries to support bi-weekly global discussions, assists in maintaining a competitive benchmarking summary, and participates in AI investigation and implementation activities. This includes various ad-hoc projects, data gathering, tracking, and other assigned duties.

The Must-Haves
• Background: Bachelor’s degree in accounting or finance, with a strong foundation in financial planning and analysis or related finance roles.
• Experience: 2 to 3 years of experience in financial planning and analysis or a related finance role, including prior experience in financial consolidation.
• Skills: Strong analytical and financial modeling skills, robust computer skills particularly with Microsoft Excel and PowerPoint, strong accounting knowledge, including balance sheet, cash flow, and income statement consolidation experience, coupled with a high attention to detail and accuracy.
• Bonus: Prior comparable experience in PLEX, SAP, or Adaptive Insights is preferred.