Financial Planning Analyst

Financial Planning Analyst

Plymouth Full-Time 30000 - 50000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Dive into financial research, cost analysis, and collaborate with teams to boost product margins.
  • Company: Join Cool Gear International, a vibrant leader in stylish hydration solutions since 2000.
  • Benefits: Enjoy medical, vision, life insurance, and flexible spending accounts, plus a supportive work culture.
  • Why this job: Be part of a dynamic team that values creativity and innovation while making a social impact.
  • Qualifications: Bachelor’s degree in finance or related field; strong analytical skills and Excel expertise required.
  • Other info: Embrace diversity and inclusivity in a workplace that champions individual strengths and experiences.

The predicted salary is between 30000 - 50000 ÂŁ per year.

Join to apply for the Financial Planning Analyst role at Cool Gear International Join to apply for the Financial Planning Analyst role at Cool Gear International Direct message the job poster from Cool Gear International Senior Recruiter at Igloo Products Corp. Since 2000, Cool Gear has brought a vibrant approach to the hydration category through leading innovation and a whole lot of style. We stand apart from the crowd by making ordinary water bottles and tumblers look extraordinary and delivering a new wave of design that you’ve never seen before. Cool Gear’s talented designers have over 20 years of experience making the everyday a little more colorful and creating unique hydration solutions that reflect current trends. We’re known for our exclusive trend-driven graphics that make it easy for you to show off your personal style while doing what you love! So, cheers to staying hydrated in style and cheers to you! In 2021, Cool Gear was acquired by Dometic Brands and now there is the opportunity to Globally grow both brands together. We are on a journey of continuous growth – now looking for our next star – a passionate Financial Planning Analyst . This role You will be involved in financial research and analyze costs for projects and departments. Additionally, you will perform system data maintenance, and determine, summarize & advise customer/item profitability margins. Responsibilities include quotations for all Cool Gear Brand hydration products. Opportunity for cross-functional exposure, working with costing, sourcing and sales members to generate accurate, competitive price quotes and strengthen overall product margins based on company and customer requirements. Collaborate with the sales team and supply chain to improve productivity and efficiency by providing analysis and reporting that identify strategic savings opportunities and highlight trends requiring action. Essential Job Duties and Responsibilities: Maintain up-to-date cost information for all items across all factories. Prioritize quote requests, maintain the Quote Request (QR) log, and track all quoting activity. Prepare timely and accurate responses to Price Quotation requests from project managers and sales team. Ensure all costs are captured in customer quotations, including allowances, plate fees, heat transfer fees, display costs, MOQs, color changes, enhancements, labeling, testing, etc. Review and analyze all new item costs and ensure they are in line with existing item costs. Report analysis information to upper management and key stakeholders. Create all item numbers, UPC’s, etc. and update relevant systems and master lists accordingly. Review and approve all factories pricing on Purchase Orders. Monitor monthly shipping costs and ensure new processes we put in place to minimize shipping costs are followed. Collaborate with UPS to secure increased incentives for international shipments. Generate the weekly sales report and update the Sales Forecast report accordingly. Manage all data uploads into Oracle. Create, organize and manage access to all quoting and costing folders in SharePoint Work with Sales Team to build a sales plan for budgeting, in addition to forecasting in-fiscal year changes. Prepare and analyze sales and margin reports. Conduct P&L analysis by customer and division, highlighting key topline and expense variance drivers Assist in onboarding and training of new staff as needed. Complete special projects and tasks assigned. Develop and maintain procedural documentation. What do we offer? Medical Vision Life Insurance Short term & Long-term disability Supplemental life insurance Flexible Spending Accounts Minimum Requirements and Qualifications A suitable background would be a solid experience within the following qualifications and experiences: Bachelor’s degree in accounting, Finance, Business or equivalent work experience. Solid understanding of cost accounting principles. Strong attention to detail with proven analytical capabilities. Expert Excel user; skilled with Microsoft Office Products. Proven ability to prioritize tasks and manage multiple objectives. Effective planning and organizational skills. To be successful in this role, we believe that you possess the following skills, competencies & characteristics: Accurate and timely financial variance analytic capability. Proficiency in analyzing manufacturing and distribution costs Strong troubleshooting and root cause analysis skills. A sense of urgency and a collaborative, team-oriented focus. Ability to manage multiple tasks and shifting priorities in a fast-paced environment Strong support skills for cross-functional teams. Ability to support a team of people. Excellent analytical thinking with the ability to identify key drivers and performance metrics. Clear communication skills, both verbal and written, with the ability to present and explain data effectively. And of course – our Core Values To thrive and succeed in this role, you understand the importance of our core values – Together We build our future, We play to win, We embrace change and We Walk the talk; these values reflect the heart and soul of Dometic and they define what it takes to work here and how we do things. Are you our next star? Then we would love to see your application. Dometic is passionate about building together an inclusive and equitable working environment, that respects individual strengths, views, and experiences. We believe that diversity enables us to thrive across our differences. Be yourself and join us! Cool Gear offers equal opportunities for everyone. Equal opportunities mean that all employees shall be treated according to their abilities and qualifications in every employment decision, including but not limited to hiring, advancement, compensation benefits, training, lay-offs and termination. Any form of discrimination or harassment against employees due to personal factors, such as gender, ethnicity, skin color, age, sexual orientation, religion, nationality, disability and pregnancy or employees with family responsibilities is prohibited. All applicants must be at least 18 years old and legally authorized to work in the United States on a permanent basis. Cool Gear supports and respects the protection of internationally proclaimed human rights. We do not tolerate child labor or any form of modern slavery, including forced, bonded or compulsory labor, physical or psychological punishment or human trafficking. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Analyst Industries Consumer Goods Referrals increase your chances of interviewing at Cool Gear International by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Planning Analyst” roles. Financial Controller – West Bridgewater, MA Raynham, MA $77,000.00-$124,200.00 20 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Financial Planning Analyst employer: Cool Gear International

At Cool Gear International, we pride ourselves on fostering a vibrant and inclusive work culture that encourages creativity and collaboration. As a Financial Planning Analyst, you will not only engage in meaningful financial analysis but also have the opportunity to work cross-functionally with various teams, enhancing your professional growth. With competitive benefits including medical and vision insurance, as well as a commitment to diversity and employee development, Cool Gear is an excellent employer for those looking to thrive in a dynamic environment.
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Contact Detail:

Cool Gear International Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Familiarise yourself with Cool Gear's product range and their unique selling points. Understanding their hydration solutions and design innovations will help you speak confidently about how your skills can contribute to their mission during any discussions.

✨Tip Number 2

Network with current employees or industry professionals who have experience in financial planning within consumer goods. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when you connect with the recruiter.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed financial analysis projects in the past. Highlighting your analytical capabilities and attention to detail will resonate well with the responsibilities outlined in the job description.

✨Tip Number 4

Showcase your proficiency in Excel and other Microsoft Office products by being ready to discuss how you've used these tools to analyse data and generate reports. This will demonstrate your technical skills, which are crucial for the Financial Planning Analyst role.

We think you need these skills to ace Financial Planning Analyst

Cost Accounting Principles
Financial Analysis
Data Analysis
Excel Proficiency
Attention to Detail
Analytical Thinking
Project Management
Communication Skills
Problem-Solving Skills
Organisational Skills
Collaboration Skills
Time Management
Reporting Skills
Forecasting Skills
Root Cause Analysis

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, cost accounting, and any specific skills mentioned in the job description. Use keywords from the job posting to ensure your application stands out.

Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about the Financial Planning Analyst role at Cool Gear International. Mention how your values align with their core values and how you can contribute to their growth.

Showcase Analytical Skills: In your application, provide examples of past experiences where you successfully analysed financial data or improved processes. Highlight your proficiency in Excel and any other relevant software, as these are crucial for the role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for a Financial Planning Analyst.

How to prepare for a job interview at Cool Gear International

✨Know Your Numbers

As a Financial Planning Analyst, you'll be expected to have a solid grasp of financial metrics. Brush up on key financial concepts, cost accounting principles, and be ready to discuss how you would analyse costs for projects and departments.

✨Showcase Your Excel Skills

Since the role requires expert Excel usage, prepare to demonstrate your proficiency. You might be asked to solve a problem or analyse data on the spot, so practice using advanced functions and data analysis tools.

✨Understand the Company’s Products

Familiarise yourself with Cool Gear's product range and their unique selling points. Being able to discuss how financial planning can impact product pricing and profitability will show your genuine interest in the company.

✨Prepare for Behavioural Questions

Expect questions that assess your teamwork and collaboration skills, as the role involves working closely with cross-functional teams. Prepare examples from your past experiences that highlight your ability to work under pressure and manage multiple tasks.

Financial Planning Analyst
Cool Gear International
Location: Plymouth
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