Financial Analyst, Capital Planning

Fleet operations run several hundred delivery trucks. Our distribution centers serve branches across the US. Commission for sales reps is paid monthly.

The role

Mueller Trading Company is hiring a Financial Analyst, Capital Planning for our Chicago location. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. This is an in-person role at our Chicago location.

Your responsibilities

• Pull data from NetSuite, Salesforce and the data warehouse
• Reconcile forecast data with accounting after close
• Prepare monthly variance analysis against budget and prior year
• Support board deck preparation with charts and commentary
• Present monthly results to operating leaders and explain key drivers
• Develop dashboards in Power BI or Tableau for leadership
• Answer ad hoc questions from the CFO with quick-turn analysis

Qualifications

• 3+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Clear written commentary for monthly reporting
• Strong attention to detail in large models
• Comfortable presenting to non-finance managers
• Working knowledge of accounting and how the three statements connect
• Familiar with an ERP such as NetSuite, SAP or Oracle

Nice to have

• Adaptive Planning, Anaplan or Planful experience
• Manufacturing cost analysis
• CPA, CFA Level I or MBA
• SQL for pulling your own data

Compensation: $99,000 - $118,000 a year DOE.

Compensation and benefits

• Medical, dental and vision insurance
• 401(k) with 4% match
• Paid time off
• Free parking
• Vision insurance
• Dental insurance

Mueller Trading Company is an Equal Opportunity Employer, including disability and protected veteran status.

Agencies: please do not contact us about this role.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Mueller Trading Company.