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Sr. Financial Analyst

  • Plymouth, MN, United States

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Job details

Experience
5+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, accounting, or business analysis.
Posting language
English
Posted

Original job description

About Lantronix At Lantronix, we are powering innovation through connected intelligence. We help customers around the world increase productivity and solve complex challenges through secure, reliable, and innovative connectivity and Edge AI solutions. We believe great companies are built by great people. Our culture is rooted in innovation, collaboration, open communication, and accountability. We encourage employees to share ideas, challenge convention, and take ownership of their work in an environment where every voice matters. Our Core Values Innovation – We embrace creative thinking and continuously seek better ways to solve challenges. Customer Focus – We are committed to delivering solutions that help our customers succeed. Leadership – We take responsibility, act with integrity, and empower one another to achieve results. Communication – We value transparency, collaboration, and the open exchange of ideas. Quality – We hold ourselves to high standards and take pride in delivering excellence. If you're looking to make an impact, grow your career, and help shape the future of connected technology, we'd love to hear from you!

Senior Financial Analyst

Job Summary The Senior Financial Analyst will lead financial planning and analysis activities that support strategic decision-making across the organization. This role is responsible for preparing financial reports, forecasts, budgets, and performance analyses while partnering with leaders across departments to drive business performance and profitability. The ideal candidate will work closely with leaders in operations, sales, engineering, marketing, and accounting to analyze financial results, identify trends, develop forecasts, and provide actionable insights that support company growth and operational excellence.

Job Responsibilities

Responsibilities include, but are not limited to:

  • Lead the preparation and distribution of monthly financial reporting packages, including financial performance analysis, variance reporting, and key performance metrics.
  • Coordinate and manage the annual budgeting process and periodic forecasting cycles in collaboration with department leaders.
  • Develop and maintain financial models to support business planning, growth initiatives, and strategic decision-making.
  • Analyze actual financial performance against budgets and forecasts, identifying risks, opportunities, and key business drivers.
  • Partner with cross-functional leaders to translate business activities into meaningful financial insights and recommendations.
  • Support executive leadership through reporting, financial presentations, and board-level analysis.
  • Recommend and implement improvements to FP&A processes, tools, reporting, and forecasting methodologies.
  • Provide ad hoc financial analysis, modeling, and decision-support as needed.

Education & Experience

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
  • 5+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, accounting, or business analysis.
  • Demonstrated experience supporting budgeting, forecasting, financial reporting, and performance management processes.
  • Experience partnering effectively with cross-functional business leaders.
  • Experience preparing management reporting packages and executive-level presentations.

Qualifications & Skills Required Qualifications and Skills

  • Advanced Excel modeling skills and ability to analyze large datasets.
  • Strong understanding of financial statements, budgeting, forecasting techniques, and variance analysis.
  • Ability to communicate complex financial information clearly to both financial and non-financial stakeholders.
  • Strong business partnership, analytical, and problem-solving skills.
  • High attention to detail with exceptional organizational skills.
  • Excellent written, verbal, and presentation communication skills. Preferred Qualifications and Skills
  • MBA, CPA, CMA, or related professional certification.
  • Experience with ERP systems, including IFS, SAP, Oracle, or similar platforms.
  • Experience with reporting and business intelligence tools such as Power BI or Tableau.
  • Experience supporting manufacturing, distribution, technology, or industrial organizations.

Location Hybrid | Plymouth, Minnesota

Compensation

Base Salary: Starting at $90,000 Bonus Eligibility: 12.5% **Actual compensation may vary based on experience, qualifications, skills, and geographic location.**

More about this job

Skills

  • Financial planning
  • Decision making
  • Sales
  • Financial reporting
  • Reporting
  • Budget management
  • Forecasting
  • Collaboration
  • Presentation skills
  • Financial analysis
  • Business analysis
  • Performance management
  • Microsoft Excel
  • Financial statements
  • Problem solving
  • Attention to detail
  • Organizational skills
  • Communication skills
  • CPA
  • CMA
  • ERP
  • SAP
  • Oracle
  • Business intelligence
  • Microsoft Power BI
  • Tableau

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