The Role
The Senior Financial Analyst supports financial planning and analysis through monthly reporting, variance analysis, budgeting, forecasting, pricing, product margin reviews, and profitability analysis. The role develops financial reports and insights from large datasets, monitors business trends, presents findings to executive leadership, and partners with Innovation on profitable new product development. It also includes mentoring a Junior Financial Analyst and collaborating with pricing and cost accounting teams.
Summary Generated by Built In
Department: Finance
Location: Hybrid; Milkwaukie, OR
Shift: Day, Monday - Friday; Full-Time
Wage: $120,000 - $126,000 annually, based on experience
Company Overview: At Bob’s Red Mill, we inspire joy with wholesome foods. Since 1978, we have been leading the natural foods industry by providing our customers with good food that makes them feel great. Wholesome means ensuring our food is of the highest quality, empowering and supporting our diverse group of employee owners, respecting our planet, and bettering our communities. We believe that joy is for everyone.
Position Overview: The Senior Financial Analyst assists the Director of Financial Planning & Analysis with projects related to company profitability and reporting, including, but not limited to, monthly reporting, variance analysis, budgeting and forecasting, review of product margins, and overall profitability. This position is responsible for collaborating with Innovation on new product development to ensure a profitable product portfolio.
Key Responsibilities
Essential Job Functions:
- Analyzes complex financial information to provide accurate and timely results and recommendations to management for decision making purposes.
- Manages and develops a Junior Financial Analyst, identifying growth opportunities and managing performance.
- Performs margin review on customers and products; produces and monitors various sales KPIs.
- Partners with Innovation on new product development to price, conduct margin analyses, and ensure product profitability.
- Collaborates closely with Pricing Analyst and Cost Accounting functions.
- Reviews strategies applied to pricing to ensure its fit within the overall pricing strategy.
- Assists Finance team with annual budget and quarterly forecast estimates, as well as departmental budget-to-actual and forecast-to-actual variance analysis.
- Helps develop new reports with large datasets to translate results into meaningful metrics and insights.
- Monitors data to identify changes in financial and business trends.
- Provides insight into current reporting capabilities and identifies opportunities for improvement.
- Reviews reports and data for completeness, accuracy, and reasonableness and brings attention to issues.
- Presents findings and financial performance to executive leadership.
- Works as a part of a team to help meet monthly goals.
- Complies with all company policies and procedures and operates all equipment in a safe and food-safe manner.
- Complies with Bob’s Red Mill food safety policies and procedures including adherence to FDA regulations, Safe Quality Food (SQF) Standards, and Good Manufacturing Practices (GMPs).
- Responsible for reporting food safety and quality concerns to Supervisors and/or Department Manager.
- Performs other duties and tasks as assigned.
Supervisory Responsibilities:
- None.
- This position reports to the Director of Financial Planning and Analysis.
Skills, Knowledge and Expertise
Knowledge, Skills, and Abilities:
- Possesses effective communication skills, both verbal and written.
- Effective problem-solving skills.
- Ability to work effectively with a team using direct communication, respect, creativity, and emotional intelligence.
- Ability to stay organized and meet deadlines.
- Skilled in paying close attention to detail.
- Ability to balance multiple needs and priorities.
- Ability to collaborate with all departments and staff within the company.
- Ability to self-motivate and proactively make decisions.
- Ability to adapt to changes, problems, and shifting priorities.
- Skilled in analyzing and interpreting data to provide actionable insights.
- Skilled in using Microsoft 365, including Word, Excel, PowerPoint, and Outlook.
- Ability to use advanced Excel functions, including but not limited to formulas, pivot tables, and graphs.
- Ability to work independently and in collaboration with others.
- In-depth understanding of GAAP and best practices.
- Ability to read, understand, and communicate information effectively in English with professional proficiency.
- Demonstrates Respect, Teamwork, Accountability, and Determination.
Education and Experience:
- 8 or more years of finance or accounting experience, AND
- Bachelor’s Degree in finance or accounting; OR
- Any combination of education and additional years of experience that provides the necessary skills, knowledge, and ability to perform assigned tasks.
Preferred Skills:
- Proficient in using ERP and supporting software, Microsoft Dynamics 365 preferred.
- Proficient in using Prophix or similar programs.
- Skilled in using business intelligence tools, including data warehouses, visualization tools, and relational database systems.
- Knowledge of consumer packaged goods accounting needs.
- Knowledge of new production development and Stage-Gate processes
Physical Demands:
- Position requires the ability to sit for up to approximately 2 hours at a time.
Work Environment:
- The primary environment for this position is in an office setting or remote. There are no adverse conditions associated with this environment.
- Employees will be exposed to common food allergens.
Benefits
We believe taking care of our community starts with giving our employee owners the resources to take care of their physical, mental, financial, and future well-being by offering a leading benefits package.
Benefits:
Benefits:
- Medical, Dental, and Vision Insurance
- 401k
- Profit Sharing Program
- Employee Stock Ownership Program (ESOP)
- Paid Holidays & Vacation
- Employee Assistance Program – counseling, legal issue support, financial guidance, and more.
- Tuition Reimbursement
- Childcare Discounts
- And MORE!
Purpose: To inspire joy with wholesome foods.
Values: Respect, Teamwork, Accountability, Determination
About
Bob's Red Mill Natural Foods produces more than 400 products, including a full line of certified gluten free products and an extensive line of certified organic products. With a wide variety of whole grain products, from flours and hot cereals to baking mixes and grains, employee-owned since 2010 Bob’s Red Mill has “whole grain foods for every meal of the day.”
Skills Required
- At least 8 years of finance or accounting experience
- Bachelor’s degree in finance or accounting, or an equivalent combination of education and additional experience
- Effective verbal and written communication skills
- Problem-solving skills
- Ability to collaborate effectively across departments and teams
- Ability to organize work, meet deadlines, and manage competing priorities
- Strong attention to detail and ability to review data for accuracy and completeness
- Ability to analyze and interpret data to provide actionable insights
- Proficiency with Microsoft 365, including Word, Excel, PowerPoint, and Outlook
- Advanced Microsoft Excel skills, including formulas, pivot tables, and graphs
- In-depth understanding of GAAP and accounting best practices
- Professional proficiency in English
- Proficiency with ERP and supporting software; Microsoft Dynamics 365 preferred
- Proficiency with Prophix or similar financial planning software
- Experience with business intelligence tools, data warehouses, visualization tools, and relational database systems
- Knowledge of consumer packaged goods accounting
- Knowledge of new product development and Stage-Gate processes
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The Company
What We Do
Bob's Red Mill Natural Foods makes more than 400 food products, including certified gluten-free and certified organic offerings. Its range includes whole-grain flours, hot cereals, baking mixes, oats, grains and baking essentials. The company emphasizes simple, authentic ingredients and homemade food, using stone milling and serving everyday cooking and baking needs. It has been employee-owned since 2010 and is headquartered in Milwaukie, Oregon.
