What are the responsibilities and job description for the Sr Financial Analyst position at CFS Brands?
JOB TITLE: Senior Financial Analyst
Responsible for the accurate and timely creation of multiple periodic financial reports used by multiple functional leaders throughout the organization. Prepares ad hoc reports as requested by leaders throughout the organization. Provides insights and recommendations based on trendlines and variations identified in those reports.
Key Result Areas
The type of experience required to effectively perform the essential functions and responsibilities of this position are:
Located in Oklahoma City, Oklahoma, CFS BRANDS is a market-leading designer, manufacturer and distributor of commercial foodservice, healthcare, and industrial janitorial and sanitation products. The company supports stable and growing end markets supported by strong tailwinds.
CFS BRANDS has maintained a market leading position and continually grown in its segments with relentless customer support, leading product breadth and availability, and a “one-stop shop” solution serving both “front” and “back” of restaurants with a focus on customer intimacy. CFS BRANDS enjoys a unique competitive advantage with the ability to produce in-house with 6 manufacturing facilities in the U.S. and Mexico, over 700,000 square feet of distribution center space in 4 U.S. facilities and the ability to source products from all over the world.
CFS BRANDS’ core products include dinnerware, professional cookware, cleaning tools, drinkware, disposable lids, dispensing systems, healthcare equipment, brushes and cleaning tools. These products are provided through major distributors to the country’s best-known restaurant franchises.
CFS BRANDS became a portfolio company of The Jordan Company (“TJC”), a private equity firm, in 2018. With over $8 billion in cumulative equity commitments, TJC is one of the world’s most respected investors in leading middle market businesses. The TJC team enjoys a storied history of partnering with exceptional management teams to create long-term value for management and investors.
More information on CFS BRANDS can be found at www.cfsbrands.com . The Jordan Company website is www.thejordancompany.com .
CFS Brands is committed to creating an inclusive work environment with a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee’s I-9 to confirm work authorization.
Responsible for the accurate and timely creation of multiple periodic financial reports used by multiple functional leaders throughout the organization. Prepares ad hoc reports as requested by leaders throughout the organization. Provides insights and recommendations based on trendlines and variations identified in those reports.
Key Result Areas
- Responsible for accurate and timely preparation/facilitation of multiple monthly, weekly, and daily financial reports use by the leadership of CFS Brands. Reports include but are not limited to sales, inventory, and sourcing activities
- Design and build ad hoc reports using Excel, Power BI and SQL that are used by CFS Management to confirm financial performance and trendlines of both customer and products
- Work with multiple functional areas on projects to identify and implement business improvement opportunities for CFS Brands
- Demonstrates efficient time management and effective communication
- Other duties as required in support of the department and company.
- BA in Finance, Accounting or Business Administration; CPA, CMA or MBA desirable.
- Minimum 4 years in similar or equivalent position.
The type of experience required to effectively perform the essential functions and responsibilities of this position are:
- Competent in the application of accounting, finance, auditing, and cost control principles.
- Capable of analyzing complex and abstract data; and reasoning and reaching conclusions without continued guidance of standards, precedents, or direction from others.
- System experience requirements include strong working knowledge of the Microsoft suite of products (Excel, PowerPoint, and Word), strong working knowledge of Power BI and working knowledge of how to create SQL queries to pull data from an ERP system
- A team player that can relate to people at all levels of the organization and possesses excellent communication skills.
- An energetic, forward-thinking, and creative individual with high ethical standards and a positive professional image.
- Excellent written and verbal communication skills. Articulate with use of good grammar skills.
- Must be a self-starter and be able to meet duties and responsibilities with minimum supervision. Position is critical to the health of the corporation and errors could result in significant monetary loss and hardship to the corporation. Dependability, accuracy, and highest integrity are essential.
- Combined sitting, standing, and walking throughout the day to accomplish tasks.
- Manual dexterity with regular repetitive finger motion.
- Occasional lifting up to 10 pounds.
- Hearing and speaking required regularly.
- Specific vision abilities include close and distance vision and the ability to adjust focus.
Located in Oklahoma City, Oklahoma, CFS BRANDS is a market-leading designer, manufacturer and distributor of commercial foodservice, healthcare, and industrial janitorial and sanitation products. The company supports stable and growing end markets supported by strong tailwinds.
CFS BRANDS has maintained a market leading position and continually grown in its segments with relentless customer support, leading product breadth and availability, and a “one-stop shop” solution serving both “front” and “back” of restaurants with a focus on customer intimacy. CFS BRANDS enjoys a unique competitive advantage with the ability to produce in-house with 6 manufacturing facilities in the U.S. and Mexico, over 700,000 square feet of distribution center space in 4 U.S. facilities and the ability to source products from all over the world.
CFS BRANDS’ core products include dinnerware, professional cookware, cleaning tools, drinkware, disposable lids, dispensing systems, healthcare equipment, brushes and cleaning tools. These products are provided through major distributors to the country’s best-known restaurant franchises.
CFS BRANDS became a portfolio company of The Jordan Company (“TJC”), a private equity firm, in 2018. With over $8 billion in cumulative equity commitments, TJC is one of the world’s most respected investors in leading middle market businesses. The TJC team enjoys a storied history of partnering with exceptional management teams to create long-term value for management and investors.
More information on CFS BRANDS can be found at www.cfsbrands.com . The Jordan Company website is www.thejordancompany.com .
CFS Brands is committed to creating an inclusive work environment with a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee’s I-9 to confirm work authorization.
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