Senior Analyst, Financial Planning & Analysis

TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: www.trimarkusa.com

Why you'll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Senior Analyst, Financial Planning & Analysis reports to the VP of Corporate FP&A
• Located in Mansfield, MA
• Full-Time
• Hybrid

The Senior Financial Analyst, specializing in Financial Planning & Analysis, is a key contributor responsible for shaping the financial trajectory of the organization. This role primarily involves the preparation of financial plans, detailed analysis of actual results against plans, and the provision of data-driven insights to drive impactful decision-making. A primary objective is to steer financial results by delivering critical insights that guide business leaders in focusing on the most influential areas.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Consolidation of Financial Budgets and Forecasts:

• Lead the consolidation of monthly companywide financial budgets and forecasts, encompassing both Profit & Loss (P&L) and Capital Expense considerations.

Financial Analysis and Reporting:

• Analyze and track key metric trends, comparing actual results against forecasts and budgets.
• Develop comprehensive Budget/Forecast reports highlighting critical business performance risks, issues, and opportunities.

Stakeholder Collaboration:

• Collaborate with key stakeholders in Corporate Services to analyze financial data, explain variances, investigate discrepancies, and provide support and advice in the development of the Annual Budget and monthly forecasts.

Process Improvement Initiatives:

• Identify, develop, and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis operations.

Risk and Opportunity Identification:

• Highlight risks and opportunities related to financial targets, ensuring timely communication of relevant issues.

Business Partnerships and Strategic Insights:

• Maintain effective business partnerships to gain insight into business trends and strategic initiatives that impact financial forecasts.
• Provide valuable insights to support strategic decision-making.

Ad-Hoc Analyses and Project Support:

• Prepare ad-hoc analyses to understand business trends and provide critical insights.
• Offer support for various projects and initiatives as needed.

COMPETENCIES:

• Ability to collaborate effectively with cross-functional teams and stakeholders.
• Demonstrates the ability to effectively multitask, make decisions under pressure, and work under tight deadlines, delivering accurate and high-quality work.
• Strong written and oral presentation skills, ensuring clear and impactful communication.
• Upholds a strong attention to detail to ensure accuracy in financial reporting and analysis.

QUALIFICATIONS & EXPERIENCE:

• 4 - 6 years of professional experience in financial analysis or a related field, or equivalent Military or practical experience.
• Financial modeling and strong analytical skills required.
• Solid knowledge of Profit & Loss (P&L) and Balance Sheet dynamics.
• Advanced proficiency in Microsoft Excel, utilizing complex functions for financial modeling.
• Proficiency in Microsoft Word and PowerPoint.
• Experience with data analytics tools, such as Tableau or PowerBI, is preferred.
• Ability to successfully pass a background check post offer acceptance.

The range provided represents the national average pay range for this position and is considered to be a general guideline. Pay for this position will reflect the candidate's unique qualifications and may be higher or lower than the range provided based on employee geographic location. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other local, state, and federal law.

In addition to base salary, this role will be eligible for participation in TriMark's' benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.

TriMark's commitment to diversity, inclusion and belonging is a purposeful mission of strengthening our organization and those we serve by uniting the unique and beautiful differences of our employees. This mission is instilled in the fiber of who we are as a company, setting the standard for our industry. We are committed to promoting diversity, inclusion and belonging through sharing, education, and experiences.

TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@trimarkusa.com.

Scam Alert: TriMark will never ask an applicant for their social security number or to make a payment related to a job application or job offer, or to pay for workplace equipment. Further, all communications with TriMark recruiters will come from an e-mail address ending in TriMarkUSA.com. If you have any concerns about the legitimacy of a job posting or recruiting contact, please contact recruitment@trimarkusa.com