Financial Analyst

Position Description

The Financial Analyst provides financial analysis, reporting, forecasting, and business support to help management make informed operational and strategic decisions. This position works closely with Finance, Sales, Operations, and business unit leadership to analyze financial performance, identify trends, improve profitability, and support achievement of revenue, margin, EBITDA, working capital, and return-on-capital objectives. In this role, the candidate will transform complex data into meaningful results that drive business growth and cost efficiencies.

Primary Responsibilities

• Provides timely, relevant and accurate reporting and analysis of business results
• Utilizes systems (SAP, QlikView, Power BI, Adaptive) to consolidate and report actuals vs comparison periods and/or forecast
• Reconciles financial reports to source systems
• Identifies, develops and analyzes key drivers and metrics to support decision-making and progress tracking
• Monitor financial performance, identifying performance drivers, risks, and significant budget-to-actual variances.
• Suggests and drives process improvement related to reporting and analysis
• Manage the execution and delivery of the of the financial plan and forecast
• Coordinates with businesses and corporate departments on forecast development
• Utilizes financial systems to consolidate and report on forecasts
• Analyzes key drivers of forecasted results vs prior periods and projections
• Suggests and drives process improvement related to the forecast process
• Performs ad-hoc modeling and analysis
• Build, maintain, and optimize complex financial models in Excel to forecast revenue, expenditures, and cash flow
• Proactively reviews and analyzes information related to business KPI’s for variance from normal trends
• Leverages ERP and reporting systems to accelerate speed to insights
• Gathers, analyzes and summarizes data related to various business proposals
• Monitors and reports relevant industry data and peer comparisons
• Develops and maintains various financial models to support the strategic planning process
• Analyze trends and competitor benchmarks to evaluate threats and identify growth opportunities

Physical & Work Requirements

• Office environment
• Requires ability to perform primary job responsibilities while spending long periods at a computer
• May require some after-hours to support leadership
• Thrives in dynamic settings managing competing priorities
• Professional appearance
• 10-20% travel

Required Background, Competencies & Expertise

• Bachelor’s degree in finance or accounting, or equivalent work experience
• 2-5 years of relevant business experience
• Experience utilizing and developing BI reporting and planning tools
• High attention to detail
• Strong numerical ability – use numbers as a basis in reasoning and problem solving
• Learning agility – ability to learn, adapt, and relearn in changing situations
• Problem solving skills – find solutions to difficult or complex issues where the answer is not always clear
• Critical thinking – actively engage with information and situations to make smart decisions
• Ability to learn new software and program applications
• Ability to prioritize in a time-sensitive environment
• Excellent written and verbal communication skills
• Advanced skills in Microsoft Office (primarily Excel)

Preferred Background Experience

• SAP (end user)
• Microsoft Fabric and/or Power BI
• Planning software (i.e., Adaptive Planning)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. EEO/AA Minorities/Female/Disabilities/Veterans.