$100k - $120k+ Annual discretionary cash bonus + 401(k) employer match + Discretionary profit-sharing program
Senior
Bachelor's, Master's, MBA
Lake Success, NY, USA
In Person
Finance & BankingCorporate Finance & FP&A
About the job
Requirements
A bachelor's degree in Finance, Accounting, Economics, or a related field is required.
At least 5 years of experience in financial planning and analysis, preferably in a corporate environment.
Strong analytical and quantitative skills, attention to detail, and ability to work with large datasets.
Proficiency in financial modeling, forecasting techniques, and financial analysis tools.
Knowledge of accounting principles and financial reporting standards.
Commitment to accuracy and data integrity.
Ability to independently review, validate, and reconcile calculations.
Advanced proficiency in Microsoft Excel and other financial software applications; knowledge of ERP systems.
Ability to communicate complex financial information to financial and non-financial stakeholders.
Strong business acumen and ability to think strategically while focusing on execution and results.
Proactive problem-solving skills and ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Ability to collaborate effectively with cross-functional teams.
Responsibilities
Lead the financial planning and analysis process, including budgeting and long-term financial modeling.
Develop and maintain financial models to support business planning, scenario analysis, and decision-making.
Conduct financial analysis to assess business performance, identify trends, and recommend ways to optimize financial results.
Monitor key performance indicators and identify areas for improvement.
Process weekly, monthly, and quarterly financial reports for management decision-making.
Provide insights and recommendations to senior management based on financial analysis and data-driven insights.
Assist in developing and evaluating strategic initiatives, business cases, and investment opportunities.
Collaborate with the accounting team to ensure the integrity and accuracy of financial data.
Partner with cross-functional teams to analyze and optimize costs, identify cost-saving opportunities, and support cost-reduction strategies.
Communicate complex financial information and present findings clearly to non-financial stakeholders.
Evaluate and improve financial planning and analysis processes to streamline workflows, improve data accuracy, and enhance reporting capabilities.
Implement best practices and use technology tools to improve efficiency and effectiveness.
Implement review processes and validate work against established standards to ensure accuracy, compliance, and integrity.
Ensure compliance with financial regulations, accounting principles, and internal policies.
Identify and mitigate financial risks, maintain adherence to controls, and implement appropriate risk-management strategies.
Perform pricing calculations for index-based adjustments, contractual pricing changes, supplier cost changes, and other pricing methodologies.
Analyze index movements and contractual requirements to determine appropriate pricing adjustments.
Prepare, update, and maintain customer and vendor price lists following approved price changes.
Desired Qualifications
An MBA or advanced degree in finance is a plus.
Knowledge of Sage 100 is a plus.
Senior Financial Planning and Analyst
Gadge USA · New Hyde Park, United States · Full-time · Posted 2026-08-13
Salary: USD 100,000–120,000
Workplace: on_site
Department: Finance
Description
Gadge USA was established in 1993. Our company is a national packaging supply and supply-chain solutions company with an expansive distribution network. We manage packaging portfolios across multiple categories, combined with a scalable service model, which delivers packaging solutions and continuous improvement to our customers.
As a Senior Financial Planning Analyst, you will play a critical role in helping the company achieve its financial objectives by developing and analyzing financial models and budgets. You will work closely with various departments and stakeholders to provide financial insights, reports, recommendations, and solutions to complex business problems. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to communicate complex financial concepts to both technical and non-technical audiences.
Responsibilities
Lead the financial planning and analysis process, including budgeting and long-term financial modeling. Develop and maintain financial models to support business planning, scenario analysis, and decision-making.
Conduct comprehensive financial analysis to assess business performance, identify trends, and provide recommendations to optimize financial results. Monitor key performance indicators (KPIs) and highlight areas for improvement.
Process weekly, monthly and quarterly financial reports, which will be used by management to help facilitate business decisions.
Provide valuable insights and recommendations to senior management based on financial analysis and data-driven insights. Assist in the development and evaluation of strategic initiatives, business cases, and investment opportunities.
Collaborate with accounting team to ensure the integrity and accuracy of financial data.
Partner with cross-functional teams to analyze and optimize costs, identify cost-saving opportunities, and support the development of cost reduction strategies.
Collaborate effectively with various stakeholders, including executives, department heads, and finance team members. Clearly communicate complex financial information and present findings to non-financial stakeholders in a concise and understandable manner.
Continuously evaluate and enhance financial planning and analysis processes to streamline workflows, improve data accuracy, and enhance reporting capabilities. Implement best practices and leverage technology tools to drive efficiency and effectiveness.
Validate accuracy, compliance, and integrity by implementing robust review processes and authenticating work against established standards.
Ensure compliance with financial regulations, accounting principles, and internal policies. Identify and mitigate financial risks, ensuring adherence to controls and implementing appropriate risk management strategies.
Perform detailed pricing calculations related to index-based adjustments, contractual pricing changes, supplier cost changes, and other pricing methodologies.
Analyze index movements and contractual requirements to determine appropriate pricing adjustments.
Prepare, update, and maintain customer and vendor price lists resulting from approved price changes.
Requirements
Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or advanced finance degree is a plus.
Minimum of 5 years of experience in financial planning and analysis, preferably in a corporate environment.
Strong analytical and quantitative skills, with a keen attention to detail and the ability to work with large datasets.
Proficiency in financial modeling, forecasting techniques, and financial analysis tools.
Excellent knowledge of accounting principles and financial reporting standards.
Excellent attention to detail with a strong commitment to accuracy and data integrity.
Ability to independently review, validate, and reconcile calculations.
Advanced proficiency in Microsoft Excel and other financial software applications. Knowledge of ERP systems; Sage 100 is a plus.
Exceptional communication and presentation skills, with the ability to convey complex financial information to both financial and non-financial stakeholders.
Strong business acumen and the ability to think strategically while maintaining a focus on execution and results.
Proactive problem-solving skills and the ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Strong interpersonal skills and the ability to collaborate effectively with cross-functional teams.
If you are a results-oriented financial planning professional who enjoys working in a dynamic and challenging environment, we encourage you to apply for this exciting opportunity.
Benefits
What We Offer:
A competitive salary, including annual discretionary cash bonus
Your health is important! We offer excellent healthcare (medical, dental, vision) benefits with national providers, short-term and long-term disability insurance, life insurance, employee assistance program, and mental health support programs such as Talkspace and Sondermind
We provide paid time off including company paid holidays
We care about your future and offer 401(k) retirement plan, employer match, and a discretionary non-elective profit-sharing program
Additional Information:
The salary range for this role is $100,000 - $120,000 commensurate with the candidate's experience.
Come “en-Gadge” with us and join our innovative, collaborative, and inclusive teams on our journey to Be the best-in-class choice For All Things Packaging®, while fulfilling our Mission: Always Packed with Commitment® to provide a great customer experience, deliver high-quality, custom packaging products and value-added supply chain solutions through a culture of teamwork, strong relationships, and a commitment to excellence. Learn more about us here.
This role will be based in our office located at 3000 Marcus Avenue, Suite 3E03, Lake Success, NY 11042.
Gadge USA, Inc. is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.