Lead Financial Analyst and Planning
Eaton's IS VEH EMB division is currently seeking a Lead Financial Analyst and Planning.
What you'll do:
Primary Function:
Responsible for moderately complex financial analyses and reports for department management. Prepares and analyzes major financial forecasts. May be assigned analyses in support of organizations' annual budget process, expense/service fee/staffing forecasts, or statistical reporting.
The position is responsible for providing direct support to the Plant Controller. This requires accomplishing a variety of accounting and management
levels tasks and responsibilities for one multifunctional manufacturing plant
Essential Functions:
1 Perform month end processes including timely preparation completion and submission of local closing packages and commentaries.
2 Build and maintain a monthly financial reporting package including finance metrics trends and performance to be presented to local Management
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3 Coordination with department leaders for monthly tracking of expense levels, coordination development and completion of periodic forecasts and
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annual profit planning.
4 Analysis and involvement in accurate development of labor and burden rates and participation in annual cost roll for the facility
5 Preparation and presentation of Financial Information to external users and audit teams
6 Preparation and presentation of special costing analysis for potential new product introductions and profitability analysis, financial leader in VAVE cost-out activities and initiatives
7 Participation and support of facility lean initiatives as well as a strong focus on process improvement within the Finance role.
8 Prepare and coordinate the load of information in the business systems
9 Lead automation & streamlining of existing financial reporting and budget procedures with the goal of implementing best practices.
10 Develop and presentation of information for mergers, acquisitions, production line transfers or any other type of business decision when applicable.
11 Coordination of yearly Inventory Physical Count and monthly cycle count programs, participate and coordinate in Capital Investment analysis
including support of fixed asset inventories performed periodically.
12 Cost accounting activities, PPV analysis and inventory transactions reviews and calculation of reserves
13 Perform month end processes including timely preparation completion and submission of local closing packages and commentaries.
14 Build and maintain a monthly financial reporting package including finance metrics trends and performance to be presented to local Management
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Qualifications:
Preferred education level:
- Accounting Degree - Professional Certificate
Years and area of experience required:
- Minimum of 4 year experience in similar position.
Technical knowledge:
- Fully bilingual (English and Spanish), MS Office Excel, Word, SAP
- Understanding of accounting processes, procedures and internal controls.
- Mexican and US GAAP general knowledge.
- Cost accounting knowledge.
- SAP ERP system experience, ENCORE preferable.
- Expert level proficiency with MS Excel utilizing advanced formulas, pivot tables, macros, charting, etc
Skills:
Soft skills:
- Problem Solving, teamwork, Business Planning / Performance Reporting,Financial Process Improvement and Technology Management, Business Development, Financial Integrity and Control, Financial Analysis, Finance & Accounting Knowledge.
We are committed to ensuring equal employment opportunities for job applicants and employees. Our recruitment processes use balanced selection criteria and avoid unlawful discrimination against applicants on the basis of their age, colour, disability, marital status, national origin, gender, gender identity, genetic information, race or racial origin, religion, sexual orientation or any other status protected or required by law.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Adoption Assistance Program
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Casual Dress
- On-Site Cafeteria
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Summer Fridays
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)