Senior Financial Analyst in New Port Richey, FL at Welbilt

Date Posted: 7/29/2019

Job Snapshot

Job Description

 Is this you?  Finance “wiz.”  Detail oriented.  Analytical. If so, then look no

 further – your new career as a Financial Analyst awaits you at Welbilt’s
 Foodservice facility*.

As Senior Financial Analyst, this person will work and correspond with multiple business partners to budget, forecast and report financial results for various Sales and General Administrative functionals. They will be responsible to identify key financial drivers to help management understand financial impacts of decisions by utilizing established reporting or creating ad hoc reporting to carve out areas of the business to allow informed decision making.  In addition, they will also be responsible for assisting in establishing project budgets and subsequently tracking and reporting spend against budget, proactively identify areas of risk or opportunity.

Shared Services is continually focused on workflow streamlining and efficiencies that lower cost and develop forecasts to drive profitable decision-making that maximize financial returns for the business. As a member of the Accounting and Finance team, you'll provide the financial foundation for Welbilt’s operations; driving business results, transforming processes and inspiring new ways of thinking.

Reporting directly to the Director of Finance, this position is located in New Port Richey, FL or Manitowoc, WI.

We put the 'fast' in fast food and the refinement in fine dining. We put the icy refreshment in sodas and the 'rocks' in signature cocktails. Be part of an industry that touches every life. Advance your career with the leader in foodservice innovation! 

Major Accountability:

Candidate will be a proactive financial professional with a firm understanding of financial concepts for both finance and accounting. The Senior Financial Analyst will work with cross-functional, decentralized teams across the organization as well as management providing financial analysis and business support.

Key Tasks and Responsibilities:

  • Responsible for the budgeting, forecasting, and reporting of the Shared Services financial results

  • Collaboration with the business operators/management to identify key drivers, risks and opportunities as well as drive project costs and overall development of the budget/forecast 

  • Assist in the construction of proforma financials that carve out areas of the business to allow for more informed decision making 

  • Perform sensitivity analysis on key financial drivers to help management understand the potential financial impact of decisions 

  • Work with operating departments to forecast and review major operating expense categories and identify opportunities for operational improvement and cost reduction 

  • Recommend new reporting or modifications to existing reporting to improve both the quality of the presentation and the information provided 

  • Track and analyze cross functional project spend, including identifying and reporting spend to strategic business plan and business cases

Job Requirements

Job Requirements:

  • Bachelor’s degree, preferably in Accounting/ Economics/Finance required and a minimum of five years of experience in Financial Analysis, Financial Reporting, Forecasting and Budgeting.
  • Proven work experience as a Financial Analyst or similar role
  • Thorough understanding of financial reporting and financial modeling required, including P&L, balance sheet, and cash flow
  • Ability to effectively work and create effective partnerships with employees at all levels within the organization
  • Excellent written, analytical, problem-solving, verbal, listening, presentation and facilitation skills required
  • Must be able to collaborate and work effectively in a fast-paced team environment
  • Ability to work to adapt to a dynamic business and work environment and work independently while balancing multiple priorities
  • Strong MS Office.  Proficient in excel, including pivot tables, charts and complex formulas and experience working with business intelligence tools
  • Knowledge of Oracle, Discoverer, HFM or similar tools is a plus
  • Experience leading initiatives and projects with cross functional teams in a highly complex, fast-paced environment required.
  • Exceptional organization skills and attention to detail with ability to identify issues and propose solutions to non-standard situations.
  • Demonstrated critical thinking and decision-making skills required
  • Highly motivated and self-directed required

*Welbilt, Inc. - designs, manufactures and supplies best-in-class food and beverage equipment for the global foodservice market.  Welbilt offers customers unparalleled operator and patron insights, collaborative kitchen solutions, culinary expertise and world-class implementation support and service, whether locations are around the corner or across the globe.  With operations in the Americas, Europe and Asia, the company has a portfolio of best-in-class brands including Cleveland, Convotherm®, Delfield®, Frymaster®, Garland®, Kolpak®, Lincoln, Manitowoc® Ice, Merco®, Multiplex®, Merrychef®, and Manitowoc® Beverage Systems.


  1. Financial Analyst Jobs
  2. Investment Analyst Jobs