Senior Financial Planning & Analysis Analyst

About Kuecker Pulse Integration (KPI):

Created in July 2021 as a result of combination of Kuecker Logistics Group, PULSE Integration and QC Software by private equity firm Ares Management, Kuecker Pulse Integration (KPI) is a systems integrator that seeks out leading technologies within the areas of material handling equipment and information systems and combines them with proven design and operational strategies to help improve our customers’ operations. Our talented group of industry experts combine the powers of scalable material handling systems, innovative software and custom automation engineering for complete, unique solutions that help companies, across a broad spectrum of industry segments, become leaders in their industries. We are equipment agnostic, and our solutions incorporate leading technologies such as mobile robots, automated storage and retrieval systems (ASRS), automated guided vehicles (AGV), goods-to-person technology, sortation, and conveyor. KPI currently has approximately 200 FTEs and $150m revenue with growth expected to double in size (at a minimum) through organic and acquisitive activities.

The Sr. Financial Analyst works with the Finance team to analyze project and company financial performance and to forecast future performance. Incorporating data from various levels of the company, the Analyst develops and manages reports, forecasts, and dashboards in support of organizational decision making efforts. The Sr. Financial Analyst is aware of the financial status of various areas of the organization at all times and can think critically about the most effective way to measure and communicate this information.

Essential Job Duties:

· Analyzes monthly, quarterly, and annual business and financial data through reports, forecasts, and other tools.

· Evaluates company capital expenditures, depreciation schedules, and other managed assets.

· Optimizes financial reporting by project, program and cost center to track financial performance.

· Prepare and maintain financial models for forecasting, budgeting, and strategic planning.

· Assesses risk and program variances to budget.

· Assist in evaluating new projects, investments, and cost-saving opportunities.

· Support the CFO in preparing materials for executive meetings and board presentations.

· Ensure compliance with internal controls and company policies.

· Ensures communication to the utmost degree of transparency and across leadership internally and externally.

· Participate in ad hoc financial analysis and special projects as assigned.

Acknowledgement:
This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of all duties, responsibilities, and activities. Duties, responsibilities, and activities may change at any time, with or without notice.

• A bachelor’s degree in finance or related field or established track-record working in a financial analytics role.
• Experience, understanding, and a comfort level with Business Information (BI) tools and use of AI / ML tools.
• Preferably, experience with Percent of Completion Accounting often found in construction, engineering consulting, or other project-based environments.
• Ability to interact effectively with all levels of the organization and communicate financial data to non-financial personnel.
• Thorough understanding of project management best practices.
• Efficient learner, able to learn new software and systems quickly.
• Strong analytical, problem solving, and organizational skills.
• Excellent written, verbal, and interpersonal communication skills.
• This position will be a hybrid work position located in Cincinnati, OH area, or Kansas City, MO area. (3 days work in office, 2 days' work from home). Must live in or near one of those two locations.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development