Job Description

SBG is searching for an experienced Manager/Sr. Financial Analyst for their Rockford, TN location. As the Manager/Senior Financial Analyst (based on experience level) you are responsible for providing financial and operational analysis and decision support to the senior management team. This includes corporate planning and forecasting, results reporting, variance analysis, pricing/mix analysis, operations and sales analysis, workforce/headcount analysis, routine performance monitoring, as well as ad hoc analyses requested by senior management. The ideal candidate will work collaboratively and cross-functionally with business leaders and provide insight and data support across a wide variety of organizational situations or contexts.

As the Manager/Sr. Financial Analyst, you will:

§ Have responsibility for completion and presentation of the annual and/or long-range financial plan including sales, gross margins, and operating expense targets, along with supporting balance sheet/cash flow projections

§ Prepare and present near-term revenue, expense, and cash forecasts

§ Perform balance sheet, cash flow, and income statement analyses

§ Preparation and interpretation of monthly financial and operating metrics or KPI’s

§ Preparation of periodic executive reviews of business performance

§ Preparation of Board and/or Private Equity sponsor reporting packages

§ Own and maintain detailed financial planning models, including annual budgets, rolling forecasts, and long-term strategic planning

§ Maintain and enhance SKU-level margin analysis models to monitor and optimize gross margin performance. Partner with commercial leadership to provide detailed pricing analysis, support tariff impact assessments, and drive informed pricing decisions

§ Act as the primary financial partner to Sales, providing analytics, reporting, and decision-support where no formal sales operations function exists today. Translate sales data into actionable insights that support revenue growth and margin improvement while preserving strong working relationships across the organization

§ Partner with Sales, Operations, Supply Chain, and Executive Leadership to support business

§ Deliver creative, data-backed recommendations that balance urgency with accuracy, ensuring financial information supports fast-moving business decisions without compromising quality

§ Preparation of Lender reporting and debt covenant calculations or sensitivities

§ Oversight of capital planning and spending, including project justification analyses

§ Stewardship (oversight and control) of the company’s month-end consolidation and annual plan consolidation Excel model architecture

§ Maintain and update inter-company pricing schedules and policies including, uploads to appropriate ERP systems

§ Analyze and implement periodic customer price increases, working closely with Sales, Distribution and Accounting and including, uploads to appropriate ERP systems

§ Manage certain 3 rd party vendor relationships (e.g., ERP data consultants) as assigned

§ Manage / lead discrete projects (e.g., transfer pricing study) as assigned

§ Support senior management with special initiatives on an as-needed basis (e.g., acquisitions, facility footprint changes, etc.)

To be successful in the role you must possess:

§3-5 years of corporate finance experience with (preferably) some manufacturing and distribution business exposure

§ Ability to interact with and present to C-level executives and upper leadership; must have excellent interpersonal and communication skills, including a ‘good listener’

§ Experience with complex financial modeling and Excel spreadsheet applications; Excel Power Query is a must-have prerequisite skillset

§ Advanced / expert-level Excel skills; desire to continually grow/learn additional techniques

§ Experience with PowerBI and Macabus is highly desirable

§ ERP (enterprise-level general ledger systems) aptitude i.e., ability to navigate and extract data from various systems, intuitive understanding of data architecture and utilizing very large data sets is critical to success

§ Comprehensive knowledge of budgeting and forecasting techniques

§ General knowledge of overall business operations including accounting processes, revenue and cost components, and drivers (levers) impacting such measures and activities

§ Attention to detail with a strong analytical aptitude

§ Intellectual curiosity (e.g., use of ChatGPT)

§ Unquestioned integrity and ability to confidently handle sensitive information

§ Ability to distill key findings / messages from large data sets and present effectively to non-financial audiences

SBG is a private equity held holding company for several global, market-leading businesses in the surface preparation and surface remodel and restoration industries. SASE and Bartell Global are among the group of companies that comprise SBG, headquartered in Rockford, TN, with other major locations including Seattle, Toronto, Louisville, Lincoln (United Kingdom), and Daegu (Republic of Korea). Charger Investment Partners (Los Angeles) is the current owner of SBG, their investment occurring in early 2024 (2 nd generation private equity).

If you feel that you would be a great fit for this role, please apply today!

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