Job Summary

Conduct research and analyses to determine present and future financial performance. Prepare and deliver a wide range of reports and presentations including but not limited to, budgets, forecasts, financial trends, metrics, pricing models and data analysis to support sound business decisions based on accurate & useful information.

Essential Duties & Responsibilities

• Prepare and produce specialized reports, profitability analysis, pricing analysis(models) and other ad-hoc projects using Microsoft Excel, VENA, and Power BI(if applicable).

• Prepare, produce, and maintain multiple monthly dashboards, margin reports and various financial reports during and after closing.

• Conduct research and resolve inquiries within both Finance and other functional departments.

• Improve process efficiency and performance of large quantities of data.

• Assist in preparing the annual budget and quarterly forecast process, including collaboration with senior management, and preparation of final presentations in PowerPoint.

• Cooperate with various departments as needed, to accurately reflect trends & metrics, report financial data, and aid with pricing models.

• Make recommendations for improvement of financial reporting, business modeling, budgeting/forecasting, and other company financial outputs.

• Work in tandem with other analysts on team; providing backup, support, research & guidance.

Additional Duties & Responsibilities

• Conduct business at all times with the highest standards of personal, professional and ethical conduct.

• Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervisor of unusual equipment or operating problems and the need for additional material and supplies.

• May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.

• Ensure all safety precautions are followed while performing the work.

• Follow all policies and Standard Operating Procedures as instructed by Management.

• Perform any range of special projects, tasks and other related duties as assigned.

Supervisory Responsibility

No supervisory responsibility.

Education & Experience

Bachelor's Degree in Finance/Accounting from an accredited college or university; MBA preferred but not required; minimum two to three years related experience; or equivalent combination of education and related experience.

Knowledge, Skills & Proficiencies

• Demonstrate integrity in research and analysis with a commitment to accuracy
• Use of analytical and problem-solving skills to synthesize information into actionable recommendations and analyses
• Adaptable and able to prioritize tasks and various projects with the ability to deliver results in a flexible, fast-paced work environment
• Thrive in a team environment, as well as independently, and be self-driven
• Communicate effectively and efficiently with members of the team and other departments to complete assignments on time
• Proficient in Microsoft Office, with advanced Excel skills
• Able to manipulate large quantities of data with ease using various methods
• Intermediate to advanced logical and technical skills in relation to formulas, pivots, & queries
• Experience in Great Plains, Vena, and/or Power BI a plus

Tools & Equipment Used

Computer and peripherals, standard and customized software applications and tools, and usual office equipment.

Physical Requirements/Working Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel

Minimal, mainly for training annually or biannually.

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