The Senior Financial Analyst plays a critical role in supporting financial planning, analysis, and strategic decision-making for a family-owned water conditioning business operating across 34 locations in ten states. This position provides financial insights, optimizes performance, and drives business growth by collaborating with department heads and field managers. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and the ability to translate complex data into actionable recommendations.
- This position is located in Minnetonka, MN - in office required.
Key Responsibilities
Financial Analysis & Reporting
- Analyze financial performance across multiple locations, identifying trends and opportunities for improvement.
- Prepare monthly, quarterly, and annual financial reports for leadership review, ensuring accuracy and clarity.
- Conduct variance analysis, forecasting, and budgeting to support strategic planning and operational efficiency.
- Develop financial models to assess profitability, cost structures, and revenue optimization strategies.
- Track key financial metrics, including revenue growth, cost efficiency, and margin performance.
Business Partnering & Collaboration
- Work closely with department heads, regional managers and dealership managers to provide financial insights and support decision-making.
- Assist in evaluating new business opportunities, pricing strategies, and cost-saving initiatives.
- Support operational teams with financial data to improve efficiency and profitability.
- Act as a financial consultant to Regional Area Managers, helping them understand financial performance and drive improvements.
Data Strategy & Process Improvement
- Leverage financial and operational data to enhance reporting accuracy and business intelligence.
- Identify opportunities for automation and process improvements in financial reporting and analysis.
- Ensure compliance with company policies, industry regulations, and financial best practices.
- Work with IT teams to improve data integration and reporting capabilities.
Strategic Planning & Forecasting
- Assist in long-term financial planning and scenario modeling to support business growth.
- Provide recommendations to optimize revenue streams, cost management, and capital investments.
- Monitor industry trends, economic factors, and competitive landscape that may impact business performance.
- Support leadership in M&A evaluations, expansion strategies, and investment decisions.
Qualifications & Skills
Education & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA preferred).
- 5+ years of experience in financial analysis, budgeting, and forecasting.
- Experience in multi-location business operations or the water conditioning industry is a plus.
Technical Skills
- Proficiency in Excel (advanced formulas, macros), financial modeling, and data visualization tools (Power BI, Tableau, SQL).
- Strong understanding of GAAP, financial reporting, and budgeting principles.
- Experience working with ERP systems and financial software.
- Ability to interpret large datasets and translate insights into actionable strategies.
Soft Skills
- Excellent communication and interpersonal skills to collaborate with field managers and department heads.
- Strong problem-solving and analytical abilities.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Strategic thinker with a proactive approach to financial challenges.
Preferred Qualifications
- Experience in pricing strategy development for multi-SKU product portfolios.
- Familiarity with regulatory pricing frameworks in the water industry.
- Certification in data analytics, financial modeling, or pricing strategy.
Why Join Us?
- Enjoy $0 deductible medical insurance with affordable premiums! Dental, vision, life insurance and more included in our comprehensive benefits package.
- Career growth opportunities through training and development
- 401k with employer match
- Collaborative and innovative work environment
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What We Do
Packard Culligan Water is a family-owned company with values based on relationships, unity, listening, and leading locally. Our vision is a timeless responsibility to elevate people's lives through water. The people we serve and the people we work with are our neighbors, and we continually earn their trust by providing better water where they live work, and play. We are a group of 34 Culligan Water dealerships in 10 different states and nearly 600 employees. Founded in 1946, our dealership and headquarters is located in Minnetonka, Minnesota. We serve a large geographic portion of Minneapolis and the surrounding suburbs. We have dealership locations that serve residents and businesses in Arizona, Idaho, Illinois, Iowa, Minnesota, Missouri, Montana, New York, Pennsylvania, and Wisconsin. Our dealerships are locally run by employees who are a part of the communities that they serve. We offer the best drinking water and the largest variety of water treatment products and services available for your home or business including water softeners, water filtration systems, reverse osmosis drinking water systems, delivered bottled water, softener salt delivery, equipment installation, and repair service. Culligan products are built to last and are backed by a 100% satisfaction guarantee as well as the best trained and experienced service technicians in the industry. We strive to deliver the gold standard in our industry and set the tone for professionalism and development. If you are looking for an opportunity to grow your career, you could be one of our people here at Culligan Water.
