This role contributes to all FP&A cycles and provides support to Executive Management through the development of reporting, presentation and analyses on business performance and ad hoc topics. To be successful as a Financial Analyst you should be able to analyze large amounts of data, accurately project sales trends, identify sales opportunities, and provide practical guidance to optimize sales strategies and increase market share.
Duties and Responsibilities
Assist in the preparation and execution of annual budget and quarterly forecast processes
Partner with department owners to review analysis of monthly results vs. annual budget and incorporate feedback into the forecasting process
Assist in the preparation of executive presentations and financial review packages
Analize customers and SKU's, analyze market segment trends, and create detailed reports
Analize sales trends and identify customer churn and areas of opportunity
Review customer and product margins and make recommendations to leadership
Analyze financial statements, identifying key risks and opportunities to the plan, monitoring actions to ensure delivery of financial commitments, and explaining variances to plan
Collaborate with accounting during monthly / quarterly close to review and ensure accuracy of reports and results
Prepare and distribute recurring and ad hoc management reports
Develop analysis and insights for key financial drivers and metrics
Assist in initiatives to improve financial processes including data centralization for more streamlined reporting and analytics
Supports other projects and performs duties as assigned
Knowledge, Skills and Abilities
Advanced Microsoft Excel and PowerPoint skills. Experience with Hyperion reporting applications is a plus
Highly motivated, self-starter with good problem-solving skills and the ability to work independently
High attention to detail, accuracy, and quality of work
Strong interpersonal skills and team orientation
Ability to perform in a fast-paced and continually evolving business environment
Overall comprehensive understanding of business processes
Education and Experience
Bachelor's Degree in Accounting/Finance, required
3-5 years of related experience in finance
MBA or CPA a plus
Working Conditions
Typical office environment
Physical Requirements
While performing the duties of this position, the employee is regularly required to sit, stand; use hands to finger, handle, or feel; and reach with hands and arms.
The employee regularly is required to walk, climb or balance, and talk and hear.
The employee is occasionally required to lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision, color vision, peripheral vision, and depth perception.
