Role: Finance Business Partner
Location: Arbroath, Scotland
Reports to: VP Finance & Senior Director FP&A
As a Financial Business Partner, you will be responsible for working alongside Convergix UK’s President and the executive team to develop and improve commercial and financial decision making in support of maximising financial results. As a trusted advisor you will provide support and analysis to operations and management to add value to the business, influence day to day decisions, help shape strategy and the direction of the business.
What will a typical day look like?
1. Build and maintain partnership with CGX UK’s President, the executive team, and the accounting team – become their trusted advisor to help manage their businesses and make effective financial and commercial decisions, including:
1. Lead on financial and commercial matters
2. Influence decision making
3. Educate and improve the understanding of Financial Reporting and Business Unit performance
4. Deliver insight on business opportunities
5. Drive value through decisions to improve increasing revenue and bottom-line performance through efficiencies and business decisions
6. Provide options and scenarios to support business and commercial decisions in the Business Unit to ensure key operational, commercial, and financial targets are achieved
2. Lead business planning and strategy
1. Bottom-up financial planning including leading the annual budgeting process
2. Sales opportunity evaluation and support to ensure consistency with business strategy and financial targets
3. Lead financial and operational forecasting
1. Revenue and profit
2. Labor demand and capacity
3. Sales funnel
4. Lead and Enhance financial and operational forecasting.
4. Lead and Develop financial analysis.
1. Monthly income statement analysis including financial bridges from budget to actual
2. Metric reporting
3. Labor cost analyses
4. Working capital analyses
5. Financial bridges and waterfalls
5. Lead and Develop project analysis
1. Partner to Project Managers to help them understand financial profile and status of projects.
2. Financial risk anticipation and mitigation
3. Tracking and management of Project Financials including total estimated costs of each project
1. Develop and present comprehensive financial analyses to project managers, enabling them to grasp the financial aspects of their projects with clarity.
1. This includes creating detailed reports and visualizations that break down project costs, revenue, and profitability, utilizing advanced Excel functions such as pivot tables, power query, and VBA to ensure data accuracy and actionable insights.
2. Generate regular recurring reports and analysis in both weekly and monthly cadences, drawing information from several different data sources. This could include ad-hoc report development as wells as regular structure reporting.
3. Support the President on weekly and monthly operational and financial metrics, Monthly Business Reviews (MBR), board presentation support, and other ad hoc items.
4. Drive a cadence of meetings with Business Unit leaders:
1. Weekly discussions around performance to KPI metrics, suggestions for improvement, seek to understand gaps to plan.
2. Regular involvement with sales and applications engineering in proposal development relating to pricing and commercial matters, as well as advising on payment terms along with terms & conditions with customers.
3. Attendance at team huddles to support the managers in discussions with their teams and address financial questions.
4. Monthly financial review in detail
What will you bring to the role?
1. Recognised Accounting Qualification (CIMA preferred, but would consider ACA/ACCA with relevant experience)
2. Proficiency in MS Office
3. Advanced proficiency in Microsoft Excel, capable of handling complex data analysis tasks including but not limited to creating pivot tables, utilizing power query for data manipulation, and writing VBA code to streamline processes.
4. Knowledge of project management and experience with project costing, accounting, and analysis
5. Knowledge of Percentage of Completion accounting methodology (Preferred)
6. Project Estimate At Completion methods and analysis (Preferred)
7. Experience in an Engineered to Order or Engineering Services business (Preferred)
8. Commercially aware, understanding and anticipating the needs of both operations and management
9. Strong core business skills including influencing, stakeholder management and presentation skills
10. Strong interpersonal skills working with individuals and building collaborative relationships
11. Strong problem-solving skills, ability to interpret data and to present the findings to the relevant stakeholders in a clear and concise way
12. Possesses a curious mindset, embraces a culture of continuous improvement, constantly seeking opportunities to enhance processes and systems.
13. Demonstrates an unwavering commitment to personal and professional growth, driving efficiency and excellence within the organization.
14. Strong presentation skills
15. Comfortable challenging the status quo, forming opinions and participating in robust debate to arrive at an optimal solution
16. Have well-developed sense of ethics and integrity
17. Comfortable with risk and working with ambiguity
18. Strong analytical skills
19. Strong negotiation skills
20. Ability to travel between our 3 UK sites (approx. monthly)
What does CONVERGIX Offer You?
Here at CONVERGIX, we offer a generous compensation and benefits package including:
1. Company Pension
2. Life Cover
3. Income Protection
4. Annual leave
About Convergix Automation Solutions
Convergix Automation Solutions designs, engineers and integrates hardware and software to automate its customers' operations. Convergix specializes in creative, custom solutions and serves customers in a broad range of industries. With over 900 employees and 19 locations worldwide, Convergix is a leading global diversified automation provider. Our vision is to become the ultimate trusted partner, capable of solving any industrial automation challenge with our passionate people, world-renowned processes and diverse experience.
Learn more about us:https://convergixautomation.com/
What does CONVERGIX value?
Our values are our foundational concepts on which we build CONVERGIX; we adhere to these no matter what mountain we climb.
1. Integrity - Respect, Transparency, Commitment
2. Excellence - Continuous Improvement, Innovation, Collaboration, Communication
3. Passion - Momentum, Sense of Urgency, Growth, Success, Velocity
Why join the CONVERGIX team?
As a growing company in the industrial technology industry and rooted with strong corporate values, CONVERGIX Automation Solutions can offer a unique value proposition to employees. We are expanding at a rapid pace as we continue the path to be a $1 Billion company. CONVERGIX brings a new, holistic approach to automation throughout the value chain. At CONVERGIX, products, technology, experience, support and expertise intersect to empower customers in every industry to reach their full potential.
We thank all candidates for their interest, however only those considered for an interview will be contacted.
CONVERGIX Automation Solutions has a programme in place that provides reasonable adjustments for employees with disabilities. If you require a specific adjustment because of a disability or a medical need, please contact Human Resources.
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