Senior Analyst, Financial Planning & Analysis

Reports to: Chief Finance Officer

Location: Cincinnati, OH

Onsite Requirements: Onsite, remote flexibility as needed

Travel: Minimal travel may be required on an as-needed basis.

Work Authorization: Must be authorized to work in the U.S. **Sponsorship is not available at this time** 

Exemption Status: Exempt

Job Description

This position will give you the opportunity to:

• Act as a crucial advisor to the CFO and senior management team, driving the financial planning and analysis function of the company
• Lead the development of short and long-term financial plans, aligning them with the company's strategic objectives
• Conduct thorough financial analysis to identify trends, challenges, and opportunities; provide actionable insights to guide decision-making
• Lead the annual budgeting process and periodic forecasting, ensuring accuracy and consistency across all departments
• Develop and monitor key financial performance indicators, comparing actual results with forecasts, and investigating variances to understand underlying business drivers
• Identify financial risks and opportunities, and develop strategies to mitigate these risks while capitalizing on opportunities
• Communicate financial insights and recommendations effectively to the CFO, senior management, and non-finance stakeholders
• Collaborate with and help mentor the accounting team, fostering an environment of continuous improvement and professional growth.  
• Work closely with the accounting team to accomplish shared goals. 
• Translate complex questions into data-driven analyses to allow leaders to make informed decisions
• Conduct analysis around product profitability, pricing, ROI of investments
• Maintain per subscriber and unit economics of company revenue streams
• Conduct internal and external benchmarking to identify best practices and metrics
• Carry out additional responsibilities as needed to support business objectives

Qualifications & Requirements:

• 3-5+ years’ experience with financial modeling, budgeting, forecasting, and strategic planning 
• Experience in a manufacturing/SaaS industry highly preferred
• Bachelor's degree in accounting, finance, or a related field
• Senior level proficiency in financial modeling and analysis tools
• Proficiency in NetSuite or related ERP systems
• Strong understanding of GAAP and financial reporting standards
• Exceptional analytical and strategic thinking abilities
• Excellent leadership and team development skills
• Outstanding communication and presentation skills, with the ability to articulate complex financial information in a clear and concise manner

Culture Fit Requirements:

• High intellect and strong analytical skills
• Innovative and driven to constantly improve
• Non-bureaucratic, flexible, and able to thrive in a fast-moving environment
• Positive energy and attitude towards people and problem-solving 
• Demonstrates a balance of humility, strong work ethic, and interpersonal savvy ("Humble, Hungry, and Smart") in approach to teamwork and problem-solving.  
• A genuine human.
• Demonstrates a “Can Do” mentality. 

Why Waites? 

At Waites, we offer an attractive base salary with a strong history of profit sharing. We are intensely customer-focused, with a culture that encourages hard work, fun, and mutual success. As we continue to grow, there will be many opportunities for professional advancement and development. If you are a talented finance professional looking for an exciting new challenge, please apply!

Learn more about who we are and what we do by checking out our website at www.waites.net.

WST is an Equal Opportunity Employer.