Summary
The Financial Analyst will be responsible for performing high quality and accurate financial reporting and analysis such as the assistance in the preparation of the annual budgets, monthly and quarterly forecasts and their respective variance analysis. Creating new, improving existing and maintaining tools and analysis at scale to create a consistent program of reporting and analysis. The FA will be responsible for conducting and documenting recurring and ad hoc financial analysis for assigned business unit. The FA is expected to drive continuous improvements throughout the reporting tools and processes. This position requires strong analytical and communication skills.
Duties and Responsibilities
- Assist in the annual budget and rolling monthly forecasts, including setting time tables, designing forms, consolidation of data, and preparation of financial statements
- Support department managers in the development of budgets and forecasts and identifying trends in performance and provide recommendations for improvement.
- Monitor and effectively communicate performance against budgets and forecasts, including reporting of deviations from plan.
- Maintain budgeting and forecasting templates and identify improvements to underlying model.
- Prepare timely monthly management reports and dashboards including KPI analysis.
- Report actual vs. budget on a monthly basis for department managers.
- Provide analysis of costs and profit margins for existing and new products.
- Prepare ad hoc analysis, as necessary.
Qualifications & Experience
- Bachelor’s Degree in Finance, Accounting, or related discipline preferred.
- At least 2 years of experience in a financial analyst or accounting related position within a Manufacturing, Retail or Distribution setting
- Knowledge and Understanding of Generally Accepted Accounting Principles (GAAP)
- Strong computer skills - high proficiency in Microsoft Office; specifically, Excel, PowerPoint, Word
- Strong analytical and communication skills
- Self-starter and independent work style.
Competencies/ Skills
- Results and detail oriented
- Time management
- Professionalism
- Excellent Oral and Written Communication skills
- Organizational & planning skills
- Multi-tasking