Senior Financial Analyst

Responsibilities

·         Lead business performance analysis across multiple business units and present recommendations to executive leadership.

·         Own and lead preparation of executive and Board-level reporting packages and presentations.

·         Collaborate with business functions to track commercial and operational KPIs and actionable metrics.

·         Support the annual Plan, monthly and quarterly Forecasts, and long-term Strategic Planning processes; prepare executive-ready materials.

·         Validate and influence Plan and Forecast assumptions and review financial statements to help business functions build more accurate forecasts.

·         Lead analyzing industry trends and benchmark business Plans/Forecasts against key macro and micro indicators to inform strategy and decision-making.

·         Establish best practices for forecasting, budgeting, and financial reporting.

·         Partner with the business executive team to validate strategic plan initiatives and financials; assist in developing the business long-term plan.

·         Engage with the commercial and operations teams to mature the Sales, Inventory, and Operations Planning (“SIOP”) process; provide ongoing support and track forecast accuracy.

·         Analyze and data-mine reported information related to specific commercial and operational initiatives.

·         Develop and maintain financial models to evaluate businesses, capital investments, and alternative business decisions.

·         Lead working capital and cash flow optimization initiatives.

·         Collaborate with functional leaders on business project analysis and capital investments.

·         Identify opportunities to automate reporting processes for more efficient use of data.

·         Work with the business executive team and functional leadership to validate key commercial and operational initiatives and strategy execution through financial outcomes.

·         Serve as a resource to the overall business on any commercial and operational analysis and forecast work as required to improve operational efficiency and profitability and drive development and enhancement of required standardized and ad hoc reporting to support those objectives.

Authorities

·         Approval authority as outlined in the Kinedyne, ASG and Heico Approval matrix.

Minimum Qualification/Education Requirements

·         Bachelor’s degree in Finance, Accounting or a related field.

·         MBA, CPA, CMA, or other advanced financial certification preferred.

·         Advanced financial modeling and valuation experience preferred.

Minimum Skills Requirements

·         Proficient in Microsoft Office (Word, Excel, PowerPoint, and Teams).

·         Experience with OneStream and exposure to Power Platform (Power BI, Power Apps, and Power Automate) preferred.

·         Experience working in ERP and CRM systems, Microsoft D365 and Salesforce preferred.

·         Strong analytical foundation with ability to learn and apply financial concepts quickly.

·         Clear communication and presentation skills.

·         Ability to balance multiple projects with overlapping timelines and deliverables.

·         Eager to learn, adaptable, and motivated to grow beyond traditional role boundaries.

·         Demonstrated ability to influence decision-making at multiple organizational levels.

·         Strong business acumen with the ability to translate financial data into strategic recommendations.

·         Exceptional presentation and executive communication skills.

·         Proven experience leading cross-functional projects and driving business initiatives.

Minimum Experience Requirements

·         5+ years of professional experience in commercial finance or corporate finance.

·         Manufacturing or industrial background is highly preferred.

·         Experience working in team environments.

·         Experience working with multinational corporations is a plus.

·         Experience developing complex financial models and business cases for capital investments and strategic initiatives.