Financial Analyst

Brewerton, NY Full Time
POSTED ON 3/5/2024
Description:

Reports to – CFO

Direct Reports – None

Remote: Yes

Status – Exempt

Company Website: www.pacteon.com


ABOUT PACTEON

Pacteon Group provides one source for best-in-class automation focused on end of line packaging solutions, providing the highest-level customer experience. Through a broad range of robotic and non-robotic equipment, ability to integrate solutions seamlessly across portfolio companies, and full sales and service coverage, Pacteon is uniquely positioned to design flexible and custom solutions for your automation needs. For more information on Pacteon, please visit www.pacteon.com .

OUR CORE VALUES

We believe and live our Core Values, our iPact:

integrity

Pride

Accountability

Customer Service

Teamwork

Our Pacteon Promise is We make it right. As our customer's one source for end-of-line packaging solutions, everyone plays an important role to make that happen.

We provide internal growth paths for our employees and support them in their professional development goals. Diversity is important to us; we are proudly an Equal Opportunity Employer striving for innovation and growth both for our employees and our Company.

SUMMARY AND PURPOSE

As Financial Analyst of Pacteon, your responsibilities include financial reporting, managing KPIs (Commercial & Operational), budgeting, forecasting, building financial models, ROI analysis, and providing strategic financial insights to leadership. This role will also be involved in supporting all M&A diligence and integration activities along with preparation of all investor reporting.

KEY RESPONSIBILITIES:

  • Financial Analysis & Reporting
  • Manage financial reporting along with commercial and operational KPIs for business units within Pacteon.
  • Analyze project performance and provide insights into cost and margin performance.
  • Provide analysis that supports leadership in decision making.
  • Partner with business leaders to support their business and understanding of financial variances, financial forecasting, business case development, and other analytical data analysis.
  • Identify and implement process efficiencies to support accounting and finance team to improve productivity and quality.


  • Budgeting & Forecasting
  • Manage budgeting and forecasting process for business units within Pacteon along with consolidation.
  • Develop long term financial planning model for business.


  • Mergers & Acquisitions
  • Lead and support financial analysis and due diligence for M&A.
  • Lead the M&A functional diligence process.
  • Lead and support all transaction activities and business integration activities.


  • Investor & Lender Support
  • Lead collection of financial and non-financial data for investor and lender presentations.
  • Prepare presentations and information that is effective in communicating business performance and trends.


  • Market Analysis
  • Partner with marketing to develop analysis on industry trends and market conditions to provide data an analysis to make decisions


  • Collaboration
  • Collaborate with other departments such as Sales, Engineering, and Aftermarket across Pacteon to align efforts with Company objectives.
  • Travel up 25%


PROFESSIONAL QUALIFICATIONS

  • Education:
  • Bachelors degree in Finance or Accounting, Business or a related field required
  • Masters degree preferred


  • Experience:
  • 10-15 years of experience in Financial Planning & Analysis Roles, with a proven track record.


  • Skills:
  • Excellent analytical skills along with Microsoft Excel and Office suite
  • Excellent written and verbal skills
  • Exceptional communication and interpersonal skills
  • Strong leadership and time management skills
  • Proficiency with ERP and Accounting Systems


BENEFITS

  • Medical/HSA
  • Dental
  • Vision
  • Dependent Care FSA
  • 401k
  • Company paid Life and AD&D
  • Optional Life Insurance
  • Flexible Work Schedule

PHSICAL REQUIREMENTS & WORK REQUIREMENTS


* All requirements are subject to reasonable accommodation

Requirements:






PId0e7f872dcea-31181-33647068


About the Company:
Schneider Packaging Equipment



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