Financial Planning & Reporting Specialist

About the Role Are you ready to make a meaningful impact with a company that values ownership, innovation, and service? At Cogent, a 100% employee-owned company, we provide creative and innovative fluid processing solutions that power essential infrastructure across the Midwest. We are seeking a detail-oriented and technically savvy Financial Planning & Reporting Specialist to support our finance team. In this role, you will play a vital part in delivering accurate financial data, insightful analysis, and robust reporting to support strategic decision-making. You won’t just be crunching numbers; you’ll be contributing to the financial health and long-term success of our organization. This position will work on-site at our Riverside, Missouri location. What You’ll Do As a Financial Planning & Reporting Specialist, your focus will be on driving financial clarity through precise data analysis, automated reporting, and proactive communication. Key Responsibilities: Prepare, analyze, and present timely monthly, quarterly, and annual financial reports. Conduct business case analysis to support strategic initiatives and capital investment decisions. Prepare board-level materials and executive presentations, translating complex financial data into actionable insights for leadership. Develop and maintain the company’s rolling 12-month budget and planning model, ensuring accuracy and alignment with strategic goals. Develop and maintain automated financial reporting dashboards and models to track key performance indicators (KPIs). Collaborate with cross-functional departments to provide variance analysis and operational insights. Identify process improvements within financial reporting systems to drive efficiency. Maintain documentation and data integrity for financial systems and reporting tools. Protect operations by keeping financial information and strategic plans confidential. Skills & Qualifications Required: Bachelor’s degree in Finance, Accounting, or a related field. Strong understanding of data structures and relational databases, including the ability to understand how data is organized. Ability to work with and manipulate data from multiple systems, including experience working with ERP databases and complex data structures. Strong organizational skills with exceptional attention to detail and ability to meet strict deadlines. Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUPs) and PowerPoint; familiarity with ERP systems. Proven ability to build executive-level presentations and board-ready materials. Demonstrated experience in developing and maintaining rolling budget/planning models. Analytical thinker with the ability to interpret complex data sets and perform business case analysis. Excellent communication skills with the ability to present technical financial data to non-financial stakeholders. Self-starter who thrives in a fast-paced, team-driven environment. Collaborative mindset with a focus on process improvement. Preferred: Experience in financial analysis, corporate reporting, or general accounting. Familiarity with financial reporting software (BI tools, etc.). Experience in industrial or manufacturing project environments. Interest in or experience with leveraging AI tools for financial reporting and process automation. Why Work With Us? Cogent is a growing organization with a long-term focus on delivering engineered solutions, equipment sales, repair services, installation, and proactive system support. We are driven by a mission to minimize customer downtime, improve system efficiency, and deliver the best long-term value. At Cogent, you’re not just an employee—you’re an owner. Our employee stock ownership plan (ESOP) empowers every team member to think and act like a business partner. Your contributions matter here. We Offer: Employee Ownership (ESOP) – Share in our success 401(k) with Company Match Profit-Sharing Bonuses Medical, Dental, Vision & Life Insurance Generous PTO, Paid Holidays & Volunteer Time Off Career Development & Advancement Opportunities A Collaborative Culture that Values Innovation and Accountability Make Your Mark with Cogent This is more than just a reporting role—it’s a chance to grow your financial career, collaborate with a high-performing team, and contribute to industries that keep our communities running. Join a company that invests in you, values your input, and celebrates shared success. Apply today and help us build something exceptional — together!