Job Summary:Compensation: $72,142 - $101,-050The
Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership.
Responsibilities/Duties:- Budgeting and Forecasting:
- Support annual budgeting process for sales, margin, and operating expenses
- Coordinate P&L forecasting process for mid-year P&L updates
- Develop variance analyses for budget and forecast presentations to executive leadership
- Ensure accuracy and timeliness of key budget, forecast, and reporting deliverables
- Margin Analysis:
- Publish and present monthly margin analysis based on vendor and customer pricing
- Partner with business and operations to understand margins and recommend opportunities
- Process Improvement and Documentation:
- Respond to customer feedback to improve budget, forecast, and margin processes
- Document workflows, analytical techniques, and business processes
- Reporting and Ad-Hoc Analysis:
- Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins
- Miscellaneous:
- Other duties as required to benefit the organization
Leadership Competencies:- Leads Self
- Communicates Effectively & Candidly
- Drives for Results
- Demonstrates Accountability
- Takes Initiative
- Collaborates
Qualifications/Skills:- Technical Proficiency:
- Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word
- Proficiency in the use of ERP accounting software; SAP preferred
- Financial Knowledge:
- Understanding of complex financial ratios and financial performance measurements
- General knowledge of GAAP and accounting theory
- Analytical and Data Interpretation Skills:
- Strong interest in interpreting and telling a story with data, trends, and analysis
- Attention to Detail and Teamwork:
- Detail-oriented, ability to work independently and as part of a team
- Communication Skills:
- Must have good written, verbal, and analytical skills
Education and/or Experience:- Bachelor's degree in accounting, finance, economics, math, or related field
- 2+ years accounting/finance experience preferred
