Sr. Financial Planning Analyst in New Port Richey, FL at Welbilt

Date Posted: 7/2/2019

Job Snapshot

Job Description

Consider joining the Welbilt family! We are looking for people with an entrepreneurial spirit, a passion for excellence and the inspiration to drive the future of the food industry!

We are Welbilt! We are pioneers and innovators. Our industry knowledge and insights stretch back nearly a century, from the original founding of the Hirsch brothers’ Welbilt Stove Company in 1929. We design, manufacture and supply best-in-class food and beverage equipment for the global foodservice market. We attract talent and build careers. We empower you to grow with us. We recognize you and reward you. We win together as one team.

Streamline. Standardize. Simplify. That's what you'll be doing as a part of our Accounting and Finance team. We're continually focused on workflow 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 VP Global Finance Operations, this position is based in New Port Richey, Florida.

Major Accountabilities:

The Senior Financial Analyst will report to the VP of Global Finance Operations. The ideal candidate will be a proactive financial professional with a firm understanding of financial concepts. The Senior Financial Analyst will work with other teams across the organization as well as senior management providing financial analysis and business support.

Essential Job Functions:

• Responsible for the budgeting, forecasting, and reporting of the America’s Group financial results
• Support the development of the forecast by collaborating with the business operators/management and identify key drivers, risks and opportunities
• Assist in the development of the strategic plan by modeling out future initiatives and helping the leadership team understand the drivers behind the yearly variances
• Perform ad hoc financial modeling to support existing and new business opportunities
• 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 or modifications to existing reporting to improve both the quality of the presentation and the information provided

Job Requirements

Job Requirements:

• Bachelor’s degree in Accounting, Finance, or Economics and a minimum of 7 years of professional experience required
• Ability to travel 15% of the time
• 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
• Must be able to interact with all levels of management within the organization
• Strong analytical and problem-solving skills
• Must be able to collaborate and work effectively in a fast-paced team environment
• Ability to work independently while balancing multiple priorities
• Strong Excel skills and experience working with business intelligence tools
• Strong written and verbal communication skills and experience with developing and presenting topics to senior management

Working Conditions:
• Typical office environment

Welbilt, Inc. provides the world’s top chefs, premier chain operators and growing independents with industry-leading equipment and solutions. Our innovative products and solutions are powered by our deep knowledge, operator insights, and culinary expertise. Our portfolio of award-winning product brands includes Cleveland™, Convotherm®, Crem™, Delfield®, Frymaster®, Garland®, Kolpak®, Lincoln™, Manitowoc®, Merco®, Merrychef® and Multiplex®. These product brands are supported by two service brands: FitKitchen®, our fully-integrated kitchen systems brand, and KitchenCare®, our aftermarket parts and service brand. Headquartered in the Tampa Bay region of Florida, supported by over 5,800 employees and operating 17 manufacturing facilities throughout the Americas, Europe and Asia, we sell through a global network of over 3,500 distributors and dealers in over 100 countries. For more information, visit


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