Senior Financial Analyst and Business Advisor

Consider joining the Pennex family as a Senior Financial Analyst and Business Advisor at our Leetonia, OH facility.  The Senior Financial Analyst and Business Advisor will play a crucial role in ensuring operational and financial excellence within Pennex.  This role will assess and prepare price quotations for products and will be responsible for managing technical support and expertise to the sales team. This role involves understanding customer needs, presenting technical solutions directly to customers. This position will analyze Requests For Quotation (RFQs) to review and understand customer requirements outlined in the respective RFQs to determine the scope of work, engineering specifications, and any special conditions that need to be considered, highlighted and/or noted as exceptions identified by the functional team. The ideal candidate will possess a strong technical background, excellent communication skills, and a proven track record of sales and engineering support with results-driven expertise in costing for advanced aluminum extruded and fabricated solutions.  The candidate will possess in-depth knowledge of project controlling, value stream optimization, and strategic business advisory, playing a pivotal role in driving operational and financial excellence within the organization.

Quote Analysis and Costing:

• Cost Estimation and Quoting: Collaborate with relevant departments such as sales, procurement, production, engineering, quality, and finance to gather cost data. Leverage this information to quote the product or service.
• Develop and manage accurate cost estimates for advanced aluminum extruded and fabricated solutions.  Provide input and support to pricing and pricing strategies across relative customers in both the automotive and commercial space(s).
• Conduct detailed analyses of material, labor, and overhead costs to ensure competitive pricing while maintaining profitability. 
• Collaborate with engineering, production, and procurement teams to optimize cost structures and ensure alignment with customer requirements.

Business Advisory:

• Act as a trusted advisor to senior leadership by providing strategic insights into pricing strategies, market trends, and cost optimization opportunities.
• Conduct financial modeling and scenario analysis to support data-driven decision-making.
• Identify and communicate strategies to enhance margins and improve overall business performance.
• Maintain a deep understanding of our products, services, and industry trends. 
• Stay updated on competitor offerings and market dynamics. 

Project Controlling:

• Oversee financial aspects of key projects, ensuring adherence to budgets, quote timelines and alignment with actual, realized margins and rates after won products are launched and in production.
• Establish project KPIs and monitor progress to identify risks and opportunities for improvements to quote accuracy and timing.
• Collaborate with Finance team to prepare and present detailed financial reports to stakeholders, highlighting cost variances and recommending corrective actions to variances to quote.
• Ensure smooth transition from sales to implementation by coordinating with project management and engineering teams. Collaborate with the sales team to understand customer requirements and develop tailored technical solutions. 
• Address customer inquiries and provide technical insights to assist in the sales process. 
•   (move this to the top)
• Preparing and Submitting Quotes: Developing comprehensive and accurate price quotations based on the cost estimates and analysis. Ensuring that quotes are submitted within deadlines and adherence to customer requirements.  
• Negotiation Support: Assisting in negotiations with clients or vendors by providing detailed breakdowns of pricing components and justifications for the proposed costs.  
• Documentation through an established CRM program: Maintaining detailed records of quotes, cost breakdowns, and related documentation. Ensuring that all quotes comply with company policies and industry regulations.  Track ongoing engineering changes and their relevant impact to piece price and tooling.
• Continuous Improvement: Analyzing the success and effectiveness of quotes and providing feedback for continuous improvement in the quoting process. Suggesting and implementing strategies to enhance efficiency and accuracy, both in process, product implementation and manufacturing.
• Adherence to Policies: Ensuring compliance with company policies, legal requirements, and ethical standards in all quoting activities.   
• Quote Process: Define and refine the quote processes and procedures to align with the Pennex sales strategy.  
• Data Analysis: Utilizing data analytics tools and CRM techniques to derive insights and trends from past quoting activities, supporting strategic decision-making.  
• Support the Advanced Product Quality Planning (APQP) process.

Value Stream Optimization:

• Analyze and optimize end-to-end value streams, focusing on waste reduction, process efficiency, and cost savings.
• Participate in cross-functional teams in implementing lean manufacturing principles and continuous improvement initiatives.
• Performs other duties as assigned.

Education and Experience:

Education:

• Bachelor’s degree in Engineering, Finance, Business Administration, or a related field required.
• Master’s degree in Engineering, Finance, Business Administration, or a related field preferred.

Experience:

• Ten or more years of experience in costing and pricing, with a strong focus on advanced aluminum extruded and fabricated solutions required.
• Fifteen or more years of experience in costing and pricing, with a strong focus on advanced aluminum extruded and fabricated solutions preferred.
• Proven expertise in project controlling, financial modeling, and value stream optimization.
• Solid understanding of lean manufacturing principles and process improvement methodologies.

Required Skills/Abilities:

• Proficiency in ERP/MRP/CRM systems and advanced Excel skills. Microsoft Dynamics365 and Hubspot is preferred.
• Familiarity with costing and pricing software tools.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to influence and drive change across diverse teams.
• Attention to detail.
• Strong organizational skills.
• Must be able to pass pre-employment physical and drug screen. 
• Must be eligible to work in the United States, visa sponsorships are not available.
• Regular attendance required.
• Travel is required and is estimated to be 25 to 30 percent.  

Perks of the Job: 

• Medical, dental and vision insurance 
• Disability and life insurance 
• 401(k) with matching contribution 
• Generous allotment of paid vacation and paid holidays 
• Competitive wages plus performance-based bonus opportunities 
• Employee Assistance Program (EAP) 
• Ongoing training and professional development 
• Ample opportunity for career growth and advancement 
• Relocation package may be available 

Why Our People Love Working Here:

• Purpose-driven, friendly, open, and respectful culture 
• Shared core values of safety, integrity, caring, and growth 
• Tuition reimbursement 
• Employee discount program with hundreds of partner brands 
• Wellness incentive program 
• Regular employee celebrations and events 

Who We Are:

Founded nearly half a century ago, Pennex continues to see rapid growth as a leading provider of quality aluminum cast products and extrusions. With state-of-the-art technology and facilities across Ohio and Pennsylvania, we’re proud to offer the capabilities and expertise to cast billet, extrude custom shapes and fabricate finished components for customers across a range of markets - including automotive, transportation, building and construction, electrical and machinery, consumer durables and distribution.

But it’s not just what we do that sets us apart, it’s how we do it. Safety. Integrity. Caring. Growth. These core values are embodied by each member of our team; guiding every action we take and decision we make. Whether it’s driving innovation within our industry, making the impossible possible for our customers, providing a safe, respectful workplace for employees or supporting our local communities, our purpose is clear. We are dedicated to impacting our world in a positive way.  

If you are a like-minded individual with a strong ability to problem solve, collaborate and effectively communicate, Pennex may be the perfect place for you to grow your career. To learn more, please visit Pennex.com or check out other opportunities within the MX Holdings family of companies at MXHoldings.com.

Our Commitment to Inclusion: We welcome people of different backgrounds, abilities, and perspectives. To ensure our business and culture continue to be inclusive of all people, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age or marital status, veteran, or disability status. MX Holdings and our family of brands, including Metal Exchange and Pennex, are proud to be equal opportunity employers. Additionally, all your information will be kept confidential according to EEO guidelines. Should you have any questions or require special assistance completing your application, please email pennexrecruiter@pennex.com.

Qualified Applicants must be legally authorized for employment in the United States and not require employer sponsored work authorization now or in the future for employment in the United States.

Our salary ranges are primarily determined by role, level, and location. The range provided for each job posting reflects the minimum and maximum target salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Confidentiality Agreement Required: Yes