What are the responsibilities and job description for the Sr Financial Analyst position at Advantage Solutions?
Senior Financial Analyst
Are you a data-driven finance professional looking to make a meaningful impact? Join our dynamic team as aSenior Financial Analyst, where you'll play a key role in shaping the financial future of our company. In this high-visibility position, you'll lead efforts in monthly forecasting, reporting, annual budgeting, and strategic business case modeling.
You’ll be at the forefront of financial planning—structuring and conducting in-depth analyses that drive actionable insights, enhance forecasting accuracy, and support data-informed decision-making. Your work will directly influence executive-level reporting, including materials for Board of Directors meetings, bank compliance documentation, and key financial statement exhibits.
This is more than just a numbers role—it's an opportunity to be a strategic partner in a fast-paced, collaborative environment where your expertise will help steer the company toward continued growth and success.
The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Essential Job Duties And Responsibilities
Job Duty
Forecasting
Education Level:
(Required): Bachelor's Degree or equivalent experience
(Preferred): MBA with emphasis in Finance or Analytics preferred
Field of Study/Area of Experience: Finance, Economics, or Data Analytics
Are you a data-driven finance professional looking to make a meaningful impact? Join our dynamic team as aSenior Financial Analyst, where you'll play a key role in shaping the financial future of our company. In this high-visibility position, you'll lead efforts in monthly forecasting, reporting, annual budgeting, and strategic business case modeling.
You’ll be at the forefront of financial planning—structuring and conducting in-depth analyses that drive actionable insights, enhance forecasting accuracy, and support data-informed decision-making. Your work will directly influence executive-level reporting, including materials for Board of Directors meetings, bank compliance documentation, and key financial statement exhibits.
This is more than just a numbers role—it's an opportunity to be a strategic partner in a fast-paced, collaborative environment where your expertise will help steer the company toward continued growth and success.
The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Essential Job Duties And Responsibilities
Job Duty
Forecasting
- Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.
- Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.
- Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.
- Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.
- Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting or other management meetings
Education Level:
(Required): Bachelor's Degree or equivalent experience
(Preferred): MBA with emphasis in Finance or Analytics preferred
Field of Study/Area of Experience: Finance, Economics, or Data Analytics
- 3-5 years of experience in years of public accounting and/or large company equivalent experience
- Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling
- Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.
- Advanced Excel skills and data analysis skills, ideally with experience or interest in automation
- Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics
- Excellent written communication and verbal communication skills
- Well-organized, detail-oriented, and able to handle a fast-paced work environment
- Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook
- Experience using computerized information systems used in financial and/or accounting applications
Salary : $67,200 - $84,000
