analyst 1-2, financial

Summary/Objectives
The purpose of the Financial Analyst's role is to aggregate and report on various aspects of the operational controlling, costing analysis, bid & proposal preparation, and the budgeting and forecasting efforts for the KB Rail North America – Transit ("KBRNA-Transit") entities.

This includes but not limited to carrying out multiple financial activities in conjunction with the Manager of Business Unit Controlling and Vice President of Finance. Activities include preparing the consolidated annual P&L budget, semi-annual forecasts, monthly/quarterly outlooks, overhead rate & functional P&L analysis, and preparation of Global Governance review materials to meet deadlines within KB Group planning calendar. Aggregation of this data requires soliciting input from and consulting with various KBRNA-Transit stakeholders, including Senior Leadership to establish a supportable budget/forecast and achieve meeting the global budgeting and forecasting timeline.

The role requires managing multiple tasks in a deadline driven environment by applying proven communication, analytical, time management, relationship management, and problem-solving skills to ensure timeliness budget, forecast and outlook figure submissions. The output of this effort requires the ability to summarize the reported data effectively and efficiently on a regular and an ad-hoc basis for KB Group stakeholders.

Additional Essential Functions

• Provide KBRNA Transit BU leaders and others with business-related KPIs and financial analysis
• Prepare monthly SAP salesbook database (SAP Extract / PowerQuery aggregation), including consolidation of applicable actuals, orders on hand, and budgeting data in a manner that supports the monthly Outlook aggregation and Vol/Mix analysis and S&OP discussions
• Accurately maintain and roll forward various detailed outlook and budgeting files at the BU/Channel/Project level, including the monthly P&L, working capital, orders and cashflow outlooks, as well as the supporting S&OP files.
• Accurately submit the Annual Budget, Semi-Annual Forecast, and Monthly/Quarterly Outlooks within the KB group reporting tools (BIIP / Management Letter)
• Support the preparation and aggregation of the direct material forecast/budget assumptions at the project and distribution channel level based on relevant Salesbook and current Bid/Proposal information
• Prepare and report monthly, quarterly, and annual CAPEX budget/forecast in alignment with KB Group templates and standards
• Support personnel budget templates and support Senior Leadership team with preparation of detailed headcount plan. Report headcount and provide bridges as necessary
• Support preparation, maintenance, and distribution of monthly cost center spending analysis database / PowerQuery, including the Actual, Budget & Forecast values, the relative Functional P&L assignments, and the appropriate Global Management Review intercompany splits.
• Review and analyze major customer projects and sales channel profitability utilizing SAP Salesbook
• Apply detailed knowledge of ERP reports (such as SAP salesbook) to the preparation of various outlooks and financial analysis. Knowledge of SAP financial reports includes but is not limited to the timing of data availability, content of the reports, and the differences between costing data (Standard, Local View Direct Material / Last Price Paid, KB GGK, KB HK1) including the relevant currency and the inclusion/exclusion of intercompany markups and fixed/variable overheads
• Rollforward and distribute monthly key project outlook summary based on the current outlook.
• Reconcile SAP sales book with YTD P&L as necessary to support in year outlook aggregation
• Support the company's decision making by supplying relevant financial information and preparation of ad-hoc analysis
• Provide financial analysis support to various areas of the company
• Prepare documents for monthly top management review meetings
• Understand and apply US Generally Accepted Accounting Principles (GAAP) International Financial Reporting Standards (IFRS)
• Analyze, document, and improve relevant finance business processes

Competencies Technical

• Functional knowledge of intermediate & advanced Excel features (including but not limited to vlookup, pivot tables, PowerQuery, and PowerPivot)
• Experience utilizing PowerBI preferred
• Experience with ERP systems (SAP preferred)
• Experience with Think-Cell or equivalent Powerpoint tool to prepare financial presentations (waterfalls / bridges)
• Experience creating / managing 3-statement financial models
• Understanding of functional P&L and overhead rates
• Understanding of volume / mix analysis preferred
• Understanding of foreign currency translations preferred

Competencies Core

• Ability to communicate ideas in both technical and user-friendly language.
• Possess the ability to present financial information to a 'non-finance' audience
• Knowledge on standard office software and business process applications.
• Highly self-motivated and directed
• Strong attention to detail
• Ability to effectively prioritize and execute multiple competing tasks
• Excellent analytical and problem-solving skills
• Strong reconciliation and data analysis skills
• Responsible for maintaining version control on various budgeting documents
• Effective interpersonal and relationship-building skills
• Excellent listening, written, and oral communication skills
• Strong customer-service orientation

Years of Exp.
3-5 Years