Sr. Financial Analyst

Posted 12 Days Ago
Diamond Bar, CA, USA
In-Office
87K-127K Annually
Senior level
Manufacturing
We deliver an unbeatable combination of quality, price, and service through hard work and innovation to our customers.
The Role
The Senior Financial Analyst supports Beverage FP&A through budgeting, forecasting, variance analysis, revenue planning, pricing and margin analysis, month-end close, and profitability modeling. The role partners with plant, manufacturing, sales, and accounting leaders to identify cost-saving opportunities, evaluate investments, resolve receivables issues, and provide actionable financial insights. The analyst also develops reports and dashboards, supports business planning, mentors junior team members, and travels to company locations up to 25% of the time.
Summary Generated by Built In

At Niagara, we’re looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water.

Consider applying here, if you want to:   

  • Work in an entrepreneurial and dynamic environment with a chance to make an impact.   
  • Develop lasting relationships with great people.   
  • Have the opportunity to build a satisfying career.

We offer competitive compensation and benefits packages for our Team Members.

Sr. Financial Analyst

The Senior Financial Analyst – Beverage is responsible for gathering, analyzing, and interpreting key financial data to support informed decision-making across both finance and cross-functional teams. This role includes comprehensive FP&A coverage of Beverage P&L segments. The analyst will partner with Plant Directors and Regional Manufacturing Vice Presidents across a network of plants to drive forecasting, variance analysis, and operational insights. The analyst will also lead revenue finance planning, forecasting, and reviews, providing insights to support National Account Managers and the sales support team in areas such as contracts, pricing, contribution margin, and gross-to-net performance.

Essential Functions

  • Provide financial expertise, analysis, and guidance in support of leadership and cross-functional teams, influencing business decisions and achievement of strategic goals.

  • Develop annual budgets and rolling forecasts that incorporate both plant operations and revenue expectations.

  • Partner with Accounting to support month-end close activities, including review of postings, journal entries, and accruals, to ensure accurate P&L reporting.

  • Conduct monthly and year-to-date variance analysis versus budget, forecast, and prior year, explaining key drivers and unexpected results.

  • Lead revenue-focused financial planning, including pricing analysis, gross-to-net reconciliations, and evaluation of customer contracts in partnership with Sales and Business Execution Managers.

  • Partner with Plant Directors and Regional Manufacturing Vice Presidents to evaluate operational performance, identify cost-saving opportunities, and assess ROI of small capital investments.

  • Monitor and analyze accounts receivable activity for assigned customers, assisting in resolving billing discrepancies and tracking collections as needed.

  • Design, develop, and maintain financial and data models, reports, dashboards, and presentations that provide timely, accurate insights to management on profitability, cost trends, and strategic initiatives.

  • Provide financial leadership for current and prospective business ventures, including profitability analysis, business planning, and cost management.

  • Mentor and train junior finance team members, supporting their development and driving initiatives to successful conclusion.

  • Collaborate with Manufacturing, Sales, and other functional teams to ensure financial insights are aligned with operational and commercial strategies.

  • Please note this job description is not designed to contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without prior notice.

  • This role requires up to 25% travel, which may include but is not limited to visits to manufacturing plants and other company locations as needed to support business objectives.

Qualifications

  • Minimum Qualifications:

    • 4 Years   – Experience in Field or similar manufacturing environment

    • 4 Years  – Experience in Position

    • 0 Years – Experience managing people/projects

*experience may include a combination of work experience and education

  • Preferred Qualifications:

    • 6 Years– Experience in Field or similar manufacturing environment

    • 6 Years – Experience working in Position               

    • 2 Years – Experience managing people/projects

*experience may include a combination of work experience and education

Competencies

  • Understanding of Financial statements, revenue, cost and margin

  • Advanced MS Excel skills (Pivot tables, Vlookup, Sumif, etc.)

  • Proficiency with other Microsoft Office applications (Word and PowerPoint)

  • Previous experience with Oracle or other ERP systems preferred

  • Must possess a high degree of initiative and resourcefulness in completing work assignments with limited guidance in a changing environment

  • Strong problem solving/ analytical skills

  • Ability to seek and obtain information from a wide range of sources and individuals both within, and outside of the Finance department

  • Must be detail oriented with the ability to prioritize multiple tasks and projects and complete assignments quickly and accurately.

  • Exceptional communication and presentation skills, with the ability to clearly interpret and convey complex financial data to cross-functional teams and senior leaders

  • Previous experience with month end closing and budget planning preferred

  • Understanding of manufacturing cost structures, variance analysis, and cost drivers preferred

  • Experience with coding in Python, R, or comparable tools is a plus

This position embodies the values of Niagara’s LIFE competency model, focusing on the following key drivers of success:

  • Lead Like an Owner

    • Makes safety the number one priority

    • Keeps alert for safety issues and escalates immediately

    • Effectively prioritizes tasks based on department goals

    • Shows respect to others and confronts interpersonal issues directly

    • Prioritizes resolution of customer issues effectively

    • Responds promptly and honors commitments to internal and external customers

  • InnovACT

    • Makes recommendations to continuously improve policies, methods, procedures, and/or products

    • Demonstrates adaptability by reacting appropriately to unexpected changes in situations or circumstances

    • Increases performance through greater efficiency

  • Find a Way

    • Seeks to develop technical knowledge through learning from other experts

    • Understands interdepartmental impact of individual decisions and actions

    • Seeks solutions rather than placing blame

  • Empowered to be Great

    • Consistently looks for ways to improve one’s self through growth and development opportunities

    • Communicates clearly and promptly up, down, and across

    • Communicates effectively to manage expectations

Education

  • Minimum Required: 

    • Bachelor's Degree in Finance, Accounting, and other related fields or equivalent experience

  • Preferred: 

    • Master's Degree in Finance, Accounting

Foreign Language

  • Required:            None Required

  • Preferred:           Minimum Professional Proficiency, Spanish

Typical Compensation Range

Pay Rate Type: Salary

$87,360.12 - $126,672.19 / Yearly

Benefits

Our Total Rewards package is thoughtfully designed to support both you and your family:

Regular full-time team members are offered a comprehensive benefits package, while part-time, intern, and seasonal team members are offered a limited benefits package.

  • Paid Time Off for holidays, sick time, and vacation time
  • Paid parental and caregiver leaves
  • Medical, including virtual care options
  • Dental
  • Vision
  • 401(k) with company match
  • Health Savings Account with company match
  • Flexible Spending Accounts
  • Expanded mental wellbeing benefits including free counseling sessions for all team members and household family members
  • Family Building Benefits including enhanced fertility benefits for IVF and fertility preservation plus adoption, surrogacy, and Doula reimbursements
  • Income protection including Life and AD&D, short and long-term disability, critical illness and an accident plan
  • Special discount programs including pet plans, pre-paid legal services, identity theft, car rental, airport parking, etc. 
  • Tuition reimbursement, college savings plan and scholarship opportunities
  • And more!

https://careers.niagarawater.com/us/en/benefits

* *Los Angeles County applicants only** Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act, and any other applicable local and state laws.

Any employment agency, person or entity that submits a résumé into this career site or to a hiring manager does so with the understanding that the applicant's résumé will become the property of Niagara Bottling, LLC. Niagara Bottling, LLC will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Employment agencies that have fee agreements with Niagara Bottling, LLC and have been engaged on a search shall submit résumé to the designated Niagara Bottling, LLC recruiter or, upon authorization, submit résumé into this career site to be eligible for placement fees.

Skills Required

  • Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience
  • At least 4 years of experience in finance or a similar manufacturing environment
  • At least 4 years of experience in the position or a similar role
  • Understanding of financial statements, revenue, cost, and margin
  • Advanced Microsoft Excel skills, including pivot tables, VLOOKUP, and SUMIF
  • Proficiency with Microsoft Word and PowerPoint
  • Strong problem-solving and analytical skills
  • Strong communication and presentation skills
  • Ability to work independently with limited guidance
  • Ability to prioritize multiple tasks and complete assignments accurately and quickly
  • Previous experience with Oracle or another ERP system
  • Previous experience with month-end closing and budget planning
  • Understanding of manufacturing cost structures, variance analysis, and cost drivers
  • Experience coding in Python, R, or comparable tools
  • Six years of experience in finance or a similar manufacturing environment
  • Six years of experience in the position or a similar role
  • Two years of experience managing people or projects
  • Master’s degree in Finance or Accounting
  • Professional proficiency in Spanish

Niagara Bottling Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Niagara Bottling and has not been reviewed or approved by Niagara Bottling.

  • Parental & Family Support — Family-focused benefits include $10,000 adoption assistance, $10,000 surrogacy reimbursement, enhanced fertility coverage with IVF, paid parental leave, and Milk Stork support for nursing parents. Caregiver leave and family-building resources are highlighted to support employees and their households.
  • Healthcare Strength — Comprehensive medical, dental, and vision coverage is offered alongside life and disability insurance, with mental health access through 12 Lyra counseling sessions for employees and household members. Wellness resources and multiple plan options are designed to support a range of needs.
  • Leave & Time Off Breadth — Paid time off spans holidays, sick days, vacation time, bereavement, and paid volunteer time, with an unlimited vacation policy referenced for certain roles. PTO accrual and rollover structures provide additional flexibility depending on tenure and plan.

Niagara Bottling Insights

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The Company
HQ: Diamond Bar, CA
7,500 Employees
Year Founded: 1963

What We Do

Niagara Bottling is a leading beverage manufacturer in the U.S., supplying some of the largest brands and stores throughout the country. We are committed to producing high-quality beverages, including bottled water, sparkling water, teas, sports drinks, non-dairy milk products, and more, while reducing our impact on the environment. Niagara began as a family business in 1963 offering five-gallon containers for home and office delivery. In the early 1990s, we expanded into single-serve private label bottled water for grocery, club, convenience and wholesale customers. Today, we remain a family business, providing our customers with an unbeatable combination of quality, price and service.

Why Work With Us

Niagara’s stability and growth provide security and opportunity. Team Member relationships drive success, impact innovation, and shape the future. We appreciate everyone’s unique experiences and are fulfilled by challenging work, a supportive team, and leaders who value us.

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