5-7 years of experience in financial analysis and reporting.
Proficient in financial modeling and dashboard development.
Strong analytical skills to interpret complex data.
Experience with month-end close processes.
Familiarity with financial performance metrics and KPI tracking.
Ability to collaborate with cross-functional teams.
Responsibilities
Establish a financial planning and analysis platform using new and existing frameworks.
Analyze profitability, customer trends, and sales activity for insights and recommendations.
Develop financial models and management reports for strategic decision-making.
Maintain reporting databases for sales tracking and financial analytics.
Prepare monthly and ad hoc financial reports for executive leadership.
Support month-end close with financial validation and variance analysis.
Lead the annual budget and long-range financial projections.
Benefits
Opportunity to establish and lead a financial analysis platform.
Access to collaborate with various departments including sales and operations.
Involvement in strategic initiatives like pricing strategies and customer profitability.
Participation in transitioning to advanced analytics tools such as Power BI.
Hands-on experience with impactful financial processes and reporting.
Full Job Description
Establish a formal financial planning and analysis platform for the business, utilizing a mix of existing & new frameworks. Analyze business performance, profitability, customer trends, pricing, and sales activity to identify opportunities and risks; provide insights and recommendations to leadership. Develop and maintain financial models, management reports, dashboards, and KPIs to support operational and strategic decision-making. Maintain and improve reporting databases, net sales tracking, commission calculations, rebate tracking, and financial analytics processes. Prepare and distribute monthly, weekly, and ad hoc financial reports for executive leadership and lending institutions. Support month-end close through financial analysis, reporting validation, and variance analysis. Participate in detailed month-end close activities related to sales, sales adjustments, and sales commissions. Lead annual budgets, forecasts, and long-range projections, financial process steps, and modeling. Partner with sales and pricing teams to support pricing strategies, margin analysis, rebate programs, and customer profitability initiatives. • Manage sales commissions and customer rebate programs along with specific customer POD's process steps. Participate in the company's development of the Power BI platform, create dashboards and reporting tools to be used in the platform. Serve as backup support for pricing analysis activities as needed. Collaborate cross-functionally with accounting, operations, sales, and executive leadership Support external audit requirements and provide analytical support as needed. Perform other duties as assigned.
