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Senior Financial Analyst

Minnetonka, MN

 

The Senior Financial Analyst plays a critical role in supporting financial planning, analysis, and strategic decision-making for a family-owned water conditioning business operating across 34 locations in ten states. This position provides financial insights, optimizes performance, and drives business growth by collaborating with department heads and field managers. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and the ability to translate complex data into actionable recommendations. 

  • This position is located in Minnetonka, MN - in office required. 

Key Responsibilities

Financial Analysis & Reporting

  • Analyze financial performance across multiple locations, identifying trends and opportunities for improvement.
  • Prepare monthly, quarterly, and annual financial reports for leadership review, ensuring accuracy and clarity.
  • Conduct variance analysis, forecasting, and budgeting to support strategic planning and operational efficiency.
  • Develop financial models to assess profitability, cost structures, and revenue optimization strategies.
  • Track key financial metrics, including revenue growth, cost efficiency, and margin performance.

Business Partnering & Collaboration

  • Work closely with department heads, regional managers and dealership managers to provide financial insights and support decision-making.
  • Assist in evaluating new business opportunities, pricing strategies, and cost-saving initiatives.
  • Support operational teams with financial data to improve efficiency and profitability.
  • Act as a financial consultant to Regional Area Managers, helping them understand financial performance and drive improvements.

Data Strategy & Process Improvement

  • Leverage financial and operational data to enhance reporting accuracy and business intelligence.
  • Identify opportunities for automation and process improvements in financial reporting and analysis.
  • Ensure compliance with company policies, industry regulations, and financial best practices.
  • Work with IT teams to improve data integration and reporting capabilities.

Strategic Planning & Forecasting

  • Assist in long-term financial planning and scenario modeling to support business growth.
  • Provide recommendations to optimize revenue streams, cost management, and capital investments.
  • Monitor industry trends, economic factors, and competitive landscape that may impact business performance.
  • Support leadership in M&A evaluations, expansion strategies, and investment decisions.

 

Qualifications & Skills

Education & Experience

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA preferred).
  • 5+ years of experience in financial analysis, budgeting, and forecasting.
  • Experience in multi-location business operations or the water conditioning industry is a plus.

Technical Skills

  • Proficiency in Excel (advanced formulas, macros), financial modeling, and data visualization tools (Power BI, Tableau, SQL).
  • Strong understanding of GAAP, financial reporting, and budgeting principles.
  • Experience working with ERP systems and financial software.
  • Ability to interpret large datasets and translate insights into actionable strategies.

Soft Skills

  • Excellent communication and interpersonal skills to collaborate with field managers and department heads.
  • Strong problem-solving and analytical abilities.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Strategic thinker with a proactive approach to financial challenges.

Preferred Qualifications

  • Experience in pricing strategy development for multi-SKU product portfolios.
  • Familiarity with regulatory pricing frameworks in the water industry.
  • Certification in data analytics, financial modeling, or pricing strategy.

 

Why Join Us?

  • Enjoy $0 deductible medical insurance with affordable premiums! Dental, vision, life insurance and more included in our comprehensive benefits package.
  • Career growth opportunities through training and development
  • 401k with employer match
  • Collaborative and innovative work environment

 

Pay Range

$84,000 - $104,000 USD

Check out all of our awesome career opportunities at Culliganwater.com/careers
 
The Packard Culligan group of dealerships is a family-owned company with values based on accountability, caring about relationships and open-mindedness to exceeding customer and employee expectations.  Our dealerships are locally run by employees who are a part of the communities that they serve.  We offer the best drinking water and the largest variety of water treatment products and services available for your home or business. Culligan products are built to last and are backed by a 100% satisfaction guarantee as well as the best trained and experienced service technicians in the industry.
 
Packard Culligan Offers full-time employees Health Insurance, Dental Insurance, Vision Insurance, 401k, as well as other employee benefits. 
 
Packard Culligan and all of its subsidiaries are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetic, military status or any other basis prohibited by federal, state, or local law.

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