Senior Analyst, Financial Planning & Analysis Job at UNGER, Bridgeport, CT

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  • UNGER
  • Bridgeport, CT

Job Description

Job Description

Job Description

Salary:

Unger Enterprises LLC

Our Company

Unger is an international, family-owned business, and a leader in providing innovative commercial and residential cleaning tools for more than 60 years. Specializing in Window and Surface Cleaning, Janitorial Tools, and Reaching Aids, we are headquartered in Bridgeport, Connecticut, USA with offices in Germany and the United Kingdom. Our promise is to deliver quality tools to make the cleaning experience safer, faster, and better, whether its for the professional, the semi-professional or the homeowner. Ungers legacy of success can be attributed to the bright, talented people who work with business partners in more than 80 countries across the world to bring our solutions to market.

Position Overview

The Senior Analyst, Financial Planning & Analysis, will be a critical member of the finance team, reporting to the Sr. Director Of FP&A and responsible for leveraging data and advanced analytics to drive actionable business insights and support strategic decision-making. This role will focus on forecasting, budgeting, financial modeling, and performance analysis, utilizing advanced analytical techniques to identify risks and opportunities & succinctly communicate them with the leadership team.

Key Responsibilities

  • Data-Driven Analysis: Conduct comprehensive financial and business analysis using large datasets and advanced analytics tools to uncover actionable insights supporting data-driven decision-making and creating measurable value.
  • Financial Modeling & Forecasting: Develop and maintain sophisticated financial models to forecast business performance, evaluate scenarios, and support budgeting and planning processes.
  • Business Intelligence: Prepare and present clear, concise reports and dashboards to senior management, highlighting key trends, risks, and opportunities using data visualization and analytics platforms.
  • Cross-Functional Collaboration: Work closely with business partners across departments (e.g., sales, marketing, operations) to gather data, align on assumptions, and provide financial guidance.
  • Process Improvement: Identify opportunities to enhance data quality, streamline reporting, and automate processes.
  • Special Projects: Support ad-hoc analysis and special projects, including investment evaluations, cost optimization initiatives, streamlining closing cycles and gross margin analyses.

Qualifications

  • Education: Bachelors degree in Finance, Accounting, Economics, or a related field; advanced degree or certifications (e.g., CFA, CPA, MBA) preferred.
  • Experience: 5+ years of experience in financial planning & analysis with demonstrated expertise in data analysis and financial modeling.
  • Technical Skills: Advanced proficiency in Excel, financial modeling. Experience working in ERP systems and data analytics tools (e.g.,Alteryx, Power BI, Tableau, SQL, Python, R) is preferred.
  • Analytical Skills: Strong analytical and problem-solving skills, with the ability to translate complex data into actionable business insights.
  • Communication: Excellent verbal and written communication skills, with the ability to present results to non-financial stakeholders in a simplified and effective way.
  • Collaboration: Ability to work effectively in cross-functional teams and influence business decisions through data-driven recommendations and influence skills.

Desired Attributes

  • Proactive mindset with a passion for continuous learning and process improvement.
  • Attention to detail and commitment to data accuracy and integrity.
  • Adaptability in a fast-paced, dynamic environment.

This role is ideal for a strategic thinker who thrives on using data and analytics to drive business performance and guide executive decision-making.

remote work

Job Tags

Remote work,

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