The Financial Analyst is a high visibility contributor to our FP&A team and supports excellence in financial operations, compliance, and standards. This role builds relationships across the organization to identify and analyze data and financial trends relevant to the business and industry, supports the annual budgeting cycle, develops reporting, forecasting and re-forecasting, profitability analysis, pricing analysis, supports gross margin optimization efforts, including pricing and costing initiatives and special projects in a collaborative environment.

RESPONSIBILITIES

• Support the annual operating budget cycle.
• Complete monthly financial forecast as directed.
• Provide profitability analysis by product line and customer.
• Support sales team with analytics and research to help facilitate new sales and growth in existing channels.
• Coordinate completion of monthly reporting package and work with Controller/Accounting to provide variance analysis versus prior year, budget and forecast.
• Prepare business cases to support financial investments.
• Coordinate the budgeting and re-forecasting process focused primarily on sales pipeline (new bookings) and recurring revenues. Produce monthly budget and forecast vs actual reports for senior management.
• Produce the product and client profitability reporting packages and collaborate with key stakeholders by providing meaningful data insights and trends.
• Assist Accounting and Finance with routine and periodic special tasks/projects.
• All other duties as assigned to support Company goals and objectives.
• Increasing productivity by developing automated reporting / forecasting tools.
• Supporting special projects and ad-hoc analysis.

EDUCATION & EXPERIENCE

• Bachelor's degree in Finance, Accounting, Business Intelligence, or similar relevant field required.
• 1-3 years prior experience Financial Planning & Analysis and/or Accounting roles.
• Strong financial acumen, coupled with broad business / operations experience.
• ERP, Planning, and BI tool experience (QAD and Qlik Sense a plus).

KNOWLEDGE, SKILLS & ABILITIES

• Excellent analytical & problem-solving skills with ability to prioritize projects to meet deliverables.
• Ability to provide outstanding support to business partners by anticipating and meeting shifting needs, delivering high quality data, and building relationships across the organization.
• Excellent written and verbal communication skills, including sharing ideas and information across functional groups and producing high-quality deliverables supporting business decisions.
• Expertise with full Microsoft 365 Suite (Outlook, Word, Excel, PowerPoint).
• Foundational understanding and ability to develop basic financial models for business cases and forecasting using Excel.

COMPETENCIES

• Strong, positive communicator (verbal and written) and collaborator. Able to develop and maintain positive relationships with employees, vendors, and other stakeholders.
• Trustworthy and accountable; capable of viewing and maintaining confidential information daily.
• Demonstrates curiosity and shows rigor of logic in decision-making.
• Self-motivated, demonstrating a bias for action and positive role model leadership.
• Is solutions-oriented, while carefully balancing organizational and customer needs.
• Shows accountability for actions and decisions and accepts responsibility for results.
• Demonstrates a strong bias for action in their daily work and strives for excellence.
• Creates an inclusive environment where feedback, ideas, and perspectives are welcomed and encouraged.