Overview

As a Financial Analyst, your differentiator is your desire is to build meaningful relationships with the leaders and teams you are supporting and to take time to truly understand the business so you can go beyond simply providing results. You lead with curiosity and follow up with clarity. Your value add is the strategy, analysis, and insights into their performance that builds confidence in their business decisions. Your super powers are backed by solid processes and the utilization of tools and systems. Come, love what you do!

The Finance team (15± people) at Room & Board is currently hiring a Financial Analyst at our central office in Golden Valley. In this role, you will join a 4-person financial planning and reporting team that values curiosity, a commitment to deep relationships with the business individual accountability, and work/life balance.

The finance team collectively manages the accounting functions, produces the monthly financial reporting packages and also plays a vital role in protecting the company’s intellectual and physical assets. They identify core measures that are fundamental to understanding the health of our business allowing us to be nimble as we adjust our plans and attain successful outcomes.

Work Location:

4600 Olson Memorial Highway, Golden Valley, MN (off Hwy 100 & 55)

We offer a hybrid work schedule with 3 days per week in the office.

You’ll share your talents in the following ways: as a financial analyst

You bring the confidence in your profession to build meaningful relationships and deliver insightful financial analysis and useful reporting that drives a positive impact on the decisions made by leaders and staff members alike.

Budgeting and Forecasting

• Coordinate budget and forecast processes using Room & Board’s financial reporting system (Planful) including the creation and review of budgets.
• Proactively collaborate with internal business partners on forecast adjustments, tracking actual results to ensure that forecasts and plans are completed on time and within budget. This role would work primarily with delivery and distribution partners*, though additional collaboration between Central and Retail teams will ensure both a full picture of Room & Board’s financial positions while additionally driving cross functional capabilities and experiences.
• Support the ongoing education of planning tools with delivery partners.

* Our delivery partners represent a team of talented leaders who oversee 14 delivery and 2 storage/distribution centers located throughout the country. The delivery function is core to our business and key in driving the P&L. 

Process and Partnership

• Coordination, review, and analysis of all distribution related month-end financial packages.
• Partner with others in the organization to analyze business processes and educate others about financial data and planning tools.
• Increase productivity by automating applications, eliminating duplications, and coordinating information requirements.
• Create, enhance, or maintain financial tools, models and reporting specific to areas of responsibility to enhance the monitoring of financial performance.
• Create written and oral communication materials that effectively summarize findings, support fact-based recommendations and provide appropriate detail to substantiate conclusions.

You’ll bring the following qualities to be successful in the role:as a financial analyst

• You’re recognized for being a great communicator, adaptable and open minded. These qualities combined with your great attitude has you geared to work well in a collaborative environment.
• You bring a natural curiosity to your work. You seek to understand the business operations and you’re respected in your approach to helping non-financial staff easily understand the financial impacts to their operations.
• You’re a logical thinker and bring an impeccable attention to detail with a desire for accuracy.

Last, but not least, you bring the following education, work experience and skills:as a financial analyst

• Bachelor’s degree in Finance/Accounting

• 5-7 years of experience in Finance/Accounting

• Exceptional systems experience using financial reporting systems that support business decisions

  • Experience with Planful is a benefit (Similar tools: Hyperion Financial Planning, Cognos)

• Experience using online analytical processing (OLAP) systems, Spotlight specifically though experience with Essbase, TM1 or Cognos is equivalent.

• Strong Excel user with knowledge and experience in pivot tables, lookups, sumifs, etc.

• Prior experience with SAP preferred.

• Detail oriented, with analytic and problem-solving skills.

• Ability to plan and complete assignments within deadlines.

• Outstanding interpersonal and communication skills including educating and constructively challenging others

• Strong organizational skills and the ability to multi-task.

Where you’ll grow: as a financial analyst

• As a life-long learner, you are fueled by the opportunity to develop capabilities within the role, our tools/reporting functions, and in working with your business partners.
• As a forward thinker, you relish in the opportunity to build best practices and create reporting that is unique to how we do business and more easily digested by internal business partners.
• You’ll help build out the functionality of our financial modeling tool, Spotlight.

What you can expect: as a financial analyst

• Salary: $80000 - $90000 / year
• Our progressive benefits go beyond the basics of health insurance and vacation to support you physically, emotionally and financially. You’ll receive a strong competitive salary, a comprehensive benefits package including three weeks of paid vacation, generous 401(k) match, profit sharing, and several perks. To view all benefits offered by Room & Board, please visit: https://www.roomandboard.com/careers/benefits-wellbeing.ftl
• As a private (S Corporation) company that isn’t bound to all the public company regulatory reviews, audits, bank examinations or SEC reporting, you’ll enjoy more opportunity to focus on strategy and building plans that drive business success.
• We’re rooted in philosophies, not rules, so you are empowered to make decisions. Our collaborative spirit leaves little room for bureaucracy and cumbersome rules; instead we keep it simple, take accountability, solve problems and ultimately trust others to do the right thing.
• Aside from an amazing culture based on respect and relationships, you'll also find our work gets done within a typical 40-45 hour work week. We truly value work/life balance (or as we like to say, work/life "harmony").

Please, no third-party agency inquiries and/or solicitations. Thank you.

Room & Board is a place where people can flourish because they can be themselves. We celebrate our difference, including our beliefs and cultural traditions as well as all of the life experiences that define us. We build common ground through understanding and shared experiences. We're better together!

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