Financial Analyst II

Join the 125-year legacy of Potter Electric Signal Co. Potter has been a part of the St. Louis community since 1898 and we are very proud of our rich history in the fire and life safety industry.  Potter's mission is to be the "Symbol of Protection" for fire and life safety solutions worldwide by combining the latest technology in fire protection with the dedicated manpower for which we have been known for over one hundred years. Our vision is to provide industry leading quality solutions, products and services for the protection of life, property and the environment. With unwavering dedication to our customers, Potter looks to continue as the industry standard in both product and service with increased focus on international expansion. 

Each employee at Potter takes great pride in knowing that every product we assemble, service, and sell is for the purpose of saving lives around the world. We strive to provide employment opportunities to those individuals who are performance driven, team players, take pride in their work, and are enthusiastic and passionate about their job.

Potter Global Technologies and our private equity firm, KKR, value our employees and all that they do. KKR offers a unique benefit and opportunity for all employees to participate in an ownership program of Potter Global Technologies. Being a co-owner allows each employee to play a more direct role in the business itself and reap the financial benefits of the Company’s success.

We are looking for a Financial Analyst II to become a key player in our Financial Planning & Analysis department. This role will work closely with the Director of FP&A and cross-functional teams to support financial planning, reporting, forecasting, and analysis efforts across the business. 

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Analysis

• Assist in preparing monthly financial reports and analysis for review by management.
• Support variance analysis against internal budgets and forecasts.
• Help gather and organize data related to gross margin, production spending, pricing, and SG&A for periodic analysis.
• Track and report on key performance trends to assist in updates to forecasts and planning.

Reporting

• Compile data and assist in preparing monthly and quarterly financial reports in collaboration with Finance/Accounting and Business Unit teams.
• Provide support in developing materials for monthly business reviews.
• Assist in assembling quarterly review packages for senior leadership and other stakeholders.

Budgeting and Forecasting

• Provide data and administrative support for annual budgeting processes.
• Assist with maintaining and updating financial forecasts.
• Support the coordination of mid-year forecast updates and the review of potential risks and opportunities.
• Contribute research and basic financial modeling support for long-term planning.

Process Improvement

• Assist in documenting and implementing process improvements aimed at increasing the efficiency of financial reporting and forecasting.
• Help gather data and support reporting needs for product line analysis, SKU reviews, and related areas.
• Support development and maintenance of reporting tools and templates.

Strategic Pricing

• Collect and organize pricing and margin data to support pricing initiatives.
• Prepare basic analyses of gross margins by product, region, or channel to support decision-making by pricing and business unit teams.
• Support tracking and reporting of key pricing KPIs.

M&A and Strategic Support

• Provide support in integrating data and reporting processes for acquisitions.
• Assist senior team members in preparing financial analysis and reports for newly acquired entities.

Other Duties

• Perform other duties as assigned by finance team leadership, including ad-hoc reporting, research, or project support tasks.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or closely related field
• 3+ years of experience in financial analysis 

Required Skills/Abilities

• Experience working with ERP systems and proficient with Microsoft Excel and PowerPoint.
• Excellent analytical and problem-solving skills.
• Effective communication (written and verbal) and interpersonal skills.
• Presentation development skills, ability to communicate business results and key drivers in a concise yet thorough manner.
• Collaborate and interact with all levels of the organization.
• Prioritize projects and deliver quality results in a fast-paced environment.
• Think strategically about the business decisions and issues (e.g. cost/benefit).
• Work independently in a results-oriented environment.

Preferred Qualifications

• Tableau (or other visualization software) experience is a plus.
• Experience working with a private equity sponsor/owner is a plus.

Work Environment/Physical Demands/Travel

This job operates in a professional business office and/or home office where standard office equipment is routinely used, such as computers, photocopy machines, fax machines, telephones and filing cabinets.

This position is largely a sedentary role. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization’s facilities. This position may need to travel periodically, based on the needs of the business. 

This is a full-time position, on-site at our corporate office. A hybrid work format will be an option after training. The hours of work are Monday through Friday, 8:00 am to 5:00 pm, 40 hours per week. An occasional shift in hours may be necessary to accommodate business needs.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of an employee for this job. Activities, duties and responsibilities may change at any time with or without notice.