Lead Financial Analyst

About the Company

OPTO designs and manufactures retail fixtures for domestic and international markets. We are a design-led company driven by innovation a passion for helping our clients succeed and communication. Our team applies creative thinking across customer proposals product development and operations to deliver tailored retail solutions. The excitement innovation and passion from all of our team members allows us to curate the best solutions for any retail environment.

With in-house engineering and a responsive collaborative culture we adapt quickly to customer needs and provide industry-leading speed and reliability earning long-term partnerships through performance and trust.

What we are looking for:

We are seeking a Lead Financial Analyst to lead inventory analysis and other income statement scrutiny and oversight assist with cost savings initiatives and various planning and tracking initiatives ensuring alignment between financial performance and strategic goals. Reporting to the Controller and assisting the SVP of Finance with various initiatives and special projects this role delivers clear data-driven insights through executive reports financial models and enhanced BI dashboards that integrate various types of data for improved visibility and addition to supporting daily accounting and treasury operations the LeadFinancial Analyst will partner across functions to drive continuous improvement in forecasting efficiency and overall business performance.

Key Responsibilities:

• Lead OPTOs planning and tracking initiatives ensuring alignment with strategic objectives.

• Prepare and present financial reports and executive dashboards (monthly quarterly annual) with clear analysis of variances trends and key performance drivers.

• Develop and maintain financial models to support forecasting scenario planning business cases and strategic initiatives.

• Provide actionable insights and recommendations to leadership to drive financial performance and decision-making.

• Partner with operations supply chain and business units to evaluate profitability spending trends and plant-level performance.

• Collaborate cross-functionally to align operational initiatives with financial goals and improve margin and efficiency.

• Assist in maintaining Power BI dashboards and other analytics to deliver timely data-driven insights.

• Drive continuous improvement in forecasting accuracy reporting processes and analytical capabilities.

• Conduct financial analysis and ROI assessments for projects pricing strategies and other strategic investments.

• Support ad hoc analyses to guide business decisions and identify opportunities for improvement.

Qualifications:

• Bachelors degree in Finance Accounting or related field required.

• 58 years of experience in financial planning & analysis or corporate finance within a manufacturing or industrial environment.

• Experience with Power BI (preferred) or other business intelligence tools (e.g. Tableau Business Objects Qlik).

• Proficiency in Excel and financial modeling.

• Familiarity with ERP systems such as SAP Oracle or NetSuite.

• Solid understanding of GAAP and financial reporting principles.

• Excellent analytical and critical thinking skills.

• Strong communication and presentation abilities.

• Business acumen with the ability to partner cross-functionally.

• Highly organized and detail-oriented with a proactive approach to problem solving.

What we Offer:

• Competitive compensation and benefits package including a 401(k) plan with employer match medical dental and vision insurance AD&D and life insurance and paid time off (PTO)

• Casual office environment

• A diverse work experience where you can see projects come to life. Starting with the inception of projects in marketing and business development through the concept and development with our design and engineering teams all the way to fabrication and final delivery to our customers

Work Environment and Physical Requirements:

This position is based in an office environment. The role involves sitting and standing at a desk frequent in-person and phone communication and the regular use of standard office equipment including phones and computers.

Accessibility Accommodation Statement:

OPTO is committed to providing qualified individuals with disabilities reasonable accommodations to perform the essential functions of their jobs. If you (or another applicant you know) require assistance accessing or reading this job posting or need accommodations during the application process please contact OPTO will provide reasonable accommodations to ensure equal access to the application process in accordance with applicable state and federal law.

Equal Employment Opportunity Policy:

OPTO is an equal opportunity employer. OPTO prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race color religion sex sexual orientation gender identity or expression pregnancy age national origin disability status genetic information protected veteran status or any other characteristic protected by law.