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Sue Sumrell is recruiting for a Senior Financial Analyst to support financial planning, performance analysis, and executive decision-making for our client in Medford, Oregon. This role partners closely with senior leaders, operations, and accounting to translate financial data into actionable recommendations that improve profitability, forecasting accuracy, and long-range planning. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to communicate insights clearly to both finance and non-finance stakeholders.
Job Responsibility:
Partner with senior management and cross-functional leaders to evaluate business performance, support planning initiatives, and provide financial guidance tied to near-term objectives and long-range strategy
Review actual financial results against budget and forecast, identify meaningful variances, and deliver clear explanations of drivers affecting revenue, margins, operating costs, and related performance measures
Lead the development of annual financial plans, periodic forecasts, and multi-year outlooks by coordinating inputs from plant leadership, program management, sales, operations, and accounting
Build and maintain detailed financial models covering profit and loss, balance sheet, cash flow, labor hours, inventory, and departmental spending to support informed decision-making
Work with business unit and plant teams to establish sound plant and material handling rates, monitor absorption performance, and recommend adjustments based on operational trends
Prepare monthly and annual business review materials for leadership and board-level audiences, including projections, visual reporting, and concise executive summaries
Maintain recurring cash flow reporting and update short-term outlooks to help leadership assess liquidity needs and financial priorities
Identify financial risks and areas of opportunity through ongoing analysis, then present practical recommendations to improve results and strengthen business performance
Produce Power BI reporting and perform ad hoc financial analysis to address emerging business questions and support management decisions
Requirements:
Bachelor's degree in Finance, Accounting, Business, or a related discipline
At least 5 years of experience in financial analysis, accounting, or a similar finance-focused role
Strong background in financial planning, budgeting, forecasting, and variance analysis
Demonstrated ability to build financial models and translate complex data into actionable business insights
Experience working with data analysis tools and reporting platforms, including Power BI
Solid understanding of profitability analysis, operating expenses, cash flow, and key financial performance indicators
Effective written and verbal communication skills with the ability to present information to leadership and cross-functional teams