Senior Financial Analyst

Job Overview

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.