Financial Analyst

Financial Planning & Analysis | Operations Finance

Company: Harv 81 USA
Location: Benicia, California
Reports To: Vice President of Finance

POSITION SUMMARY

Harv 81 USA is seeking an experienced, analytical, and business-minded Financial Analyst to support financial planning, forecasting, operational performance, and strategic decision-making across our North American business.

This is a hands-on finance position requiring a strong understanding of financial accounting, financial statements, cash flow, and financial modeling.

Working directly with the Vice President of Finance, the Financial Analyst will play an important role in managing financial forecasts, analyzing business performance, improving working capital, and developing financial insights that support management decisions.

The position works closely with Accounting, Sales, Commercial Operations, Supply Chain, Manufacturing, and senior leadership.

The ideal candidate combines strong financial fundamentals with advanced analytical capabilities, business curiosity, and the ability to work independently.

We are seeking a finance professional who understands how the income statement, balance sheet, and cash flow statement interact and can translate financial results into meaningful business recommendations.

Beyond traditional FP&A responsibilities, this position will help modernize financial reporting through improved systems, automation, business intelligence, and more proactive financial analysis.

This role offers significant exposure to senior leadership and the opportunity to directly influence financial and operational performance.

KEY RESPONSIBILITIES

1. Financial Planning, Analysis & Forecasting — 35%

• Develop, maintain, and analyze monthly financial forecasts, annual budgets, and long-range financial projections.
• Analyze income statements, balance sheets, and cash flow statements to evaluate financial performance.
• Prepare monthly management reporting, including actual-versus-budget and forecast variance analysis.
• Identify and explain changes in revenue, gross margin, EBITDA, operating expenses, net income, and cash flow.
• Build and maintain integrated financial models incorporating income statement, balance sheet, and cash flow projections.
• Analyze working capital, including accounts receivable, accounts payable, inventory, and liquidity requirements.
• Evaluate the financial impact of changes in sales, costs, inventory, and operating assumptions.
• Collaborate with Accounting to reconcile financial results, validate reporting accuracy, and understand accounting adjustments.
• Identify financial risks, opportunities, and potential corrective actions.
• Communicate financial results and recommendations clearly to management.

1. Operational Finance & Manufacturing Analysis — 25%

• Partner with Manufacturing and Supply Chain to evaluate production costs, operational efficiency, and inventory performance.
• Analyze manufacturing costs, including materials, direct labor, overhead allocation, and production variances.
• Evaluate inventory levels, aging, turnover, and working capital requirements.
• Analyze gross margin, contribution margin, and profitability across business lines.
• Monitor production efficiency, cost absorption, and manufacturing profitability.
• Develop financial models to evaluate production volumes, capacity utilization, and cost structures.
• Identify opportunities to reduce costs, improve profitability, and optimize inventory.
• Support operational planning and inventory reduction initiatives.

1. Commercial Finance & Profitability Analysis — 20%

• Partner with Sales and Commercial Operations to evaluate customer, product, and business-line profitability.
• Analyze pricing, sales volumes, product mix, gross margins, and contribution margins.
• Translate sales forecasts and commercial assumptions into financial projections.
• Evaluate the financial impact of foreign exchange, tariffs, supplier pricing, and changes in customer demand.
• Develop financial models supporting pricing decisions, customer opportunities, and commercial initiatives.
• Identify margin improvement opportunities across business lines.
• Support sales forecasting accuracy and commercial performance reporting.

1. Financial Systems, Reporting & Business Intelligence — 15%

• Develop and maintain advanced Excel-based financial models and reporting tools.
• Extract, reconcile, and analyze financial information from ERP, financial planning, and reporting systems.
• Improve the accuracy, efficiency, and consistency of recurring financial reports.
• Develop financial and operational KPIs and management dashboards.
• Identify opportunities to automate manual financial reporting and analytical processes.
• Collaborate with Finance and IT to improve data quality, reporting capabilities, and systems integration.
• Support the development of more proactive, forward-looking financial reporting and business intelligence.

1. Strategic Analysis & Special Projects — 5%

• Develop business cases and financial models for capital investments, facility decisions, and operational initiatives.
• Perform ROI, NPV, payback, and sensitivity analyses.
• Evaluate financial and operational tradeoffs associated with business decisions.
• Support cost reduction, process improvement, and business optimization initiatives.
• Perform additional financial analyses and special projects as assigned.

REQUIRED QUALIFICATIONS

Education & Professional Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field with demonstrated financial expertise.
• Typically 2–5 years of relevant experience in FP&A, corporate finance, financial accounting, or operational finance. Candidates with less experience who demonstrate exceptional financial proficiency will also be considered.
• Demonstrated experience independently preparing financial analyses, forecasts, budgets, or management reporting.
• Hands-on experience working with financial statements and accounting or ERP data.
• Experience developing financial models and analyzing financial performance.

Financial Accounting & Analytical Competencies

Strong financial accounting and financial statement knowledge is essential for this position.

Candidates must demonstrate:

• Thorough understanding of the income statement, balance sheet, and cash flow statement, including how the three statements interact.
• Understanding of accrual accounting, revenue recognition, expenses, depreciation, inventory accounting, and working capital.
• Ability to explain how business transactions affect profitability, cash flow, and the balance sheet.
• Experience analyzing financial performance, identifying variances, and explaining underlying business drivers.
• Ability to develop and maintain financial forecasts and scenario analyses.
• Understanding of gross margin, contribution margin, EBITDA, operating expenses, and profitability.
• Ability to analyze cash flow and explain differences between accounting earnings and cash generation.
• Strong financial reasoning and the ability to identify inconsistencies or errors in financial information.

Technical Competencies

• Advanced Microsoft Excel proficiency, including financial modeling, complex formulas, lookups, pivot tables, and data analysis.
• Demonstrated ability to independently build, troubleshoot, and maintain financial models.
• Experience extracting, manipulating, and reconciling financial data from accounting or ERP systems.
• Ability to work with large datasets while maintaining accuracy and appropriate controls.
• Strong analytical, quantitative, and problem-solving skills.

Professional Competencies

• Ability to independently investigate financial discrepancies and identify root causes.
• Strong attention to detail and commitment to financial accuracy.
• Excellent written and verbal communication skills.
• Ability to communicate financial concepts to nonfinancial stakeholders.
• Strong organizational skills and ability to manage competing priorities.
• Demonstrated initiative, intellectual curiosity, and sound business judgment.
• Ability to collaborate effectively across departments.
• High level of professionalism, discretion, and confidentiality.

PREFERRED QUALIFICATIONS

• Experience in manufacturing, distribution, packaging, or inventory-intensive businesses.
• Knowledge of manufacturing cost accounting, inventory valuation, overhead absorption, and production variances.
• Experience with Microsoft Dynamics 365 Business Central or similar ERP systems.
• Experience with Workday Adaptive Planning or comparable financial planning platforms.
• Experience with Power BI, Power Query, SQL, or similar business intelligence tools.
• Experience automating financial reports or developing management dashboards.
• Experience with cash flow forecasting, working capital management, and liquidity analysis.
• Familiarity with foreign exchange exposure, tariffs, or international business operations.
• Experience partnering with manufacturing, supply chain, or commercial teams.
• CPA, CMA, or relevant professional certification.

WHAT SUCCESS LOOKS LIKE

Within the first six months, the successful candidate should be able to:

• Independently analyze monthly financial statements and explain significant financial variances.
• Maintain and improve financial forecasts, including revenue, profitability, and cash flow projections.
• Develop reliable financial models with minimal supervision.
• Identify key drivers of manufacturing costs, inventory performance, and product profitability.
• Work directly with department leaders to investigate financial and operational performance.
• Improve the accuracy, efficiency, and usefulness of recurring financial reporting.
• Identify opportunities to automate reporting and improve financial visibility.
• Provide management with clear, actionable financial insights and recommendations.

CANDIDATE EVALUATION

As part of the selection process, qualified candidates will be asked to complete a practical financial assessment covering financial statement analysis, cash flow, financial modeling, and Excel proficiency.

The assessment is designed to evaluate practical financial knowledge, analytical reasoning, and the ability to interpret business performance.

PHYSICAL DEMANDS

• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of standard office equipment.
• Ability to review detailed financial information and spreadsheets for extended periods.
• Regular verbal and written communication with colleagues and management.
• Occasional standing, walking, bending, and reaching.
• Occasional lifting and carrying of office materials weighing up to 25 pounds.
• Ability to maintain accuracy and meet deadlines during monthly reporting and budgeting cycles.