Planner & Financials Analyst

Planner & Financials Analyst

Job Duties

• Work in collaboration with Automation and Emerging Technologies Sales and Project Management teams globally to forecast sales and kit production.
• Communicate with Manufacturing, Distribution and Engineering to ensure the Company has adequate capacity and compliance for each type of Automation & Emerging Technologies hardware product.
• Translate sales demand and establish production schedules, with Manufacturing and Purchasing teams, to meet customer lead time expectations.
• Manage and develop the necessary processes to track financial transactions in relation to project schedules.
• Analyze exceptions and change reports to modify production plans when needed.
• Define, implement and maintain departmental budget and reporting practices in coordination with other Company departments. Implement a process to connect department expenses across multiple ERP systems to projects and maintain appropriate reporting by aligning project schedules to departmental financials.
• Ensure Company invoicing practices are adhered to and provide a monthly invoice breakdown for Automation & Emerging Technologies sales activities.

Minimum Qualifications

• 5-7 years related experience
• Bachelor’s degree (Business Administration, Accounting or Supply Chain Management)
• Occasional travel (0-5%)
• Occasional overnight stays (0-5%

 Preferred Qualifications

• Master’s degree is preferred in Business, Accounting, Supply Chain or Project Management 
• CPA, CMA, APICS, CAPM, PMP or other Accounting, Supply Chain or Project Management certifications
• Seven to ten years of extensive planning, accounting, reporting, and project management or related experience
• Good understanding of Materials Requirement Planning (MRP) and familiar with and able to manage in a modern ERP environment using software systems such as SAP
• Skilled in Word, Excel, PowerPoint, and MS Project 
• Knowledge of company technologies and business systems 
• Expert knowledge of PMO methodology, processes and documentation 
• Demonstrated ability to coordinate cross functional work teams toward project completion 
• Demonstrated effective leadership and analytical skills
• Excellent written and verbal communication skills