Financial Analyst I

Job Summary

Supports Border States financial planning and analysis function through financial analysis, budgeting, forecasting, profitability plans, financial metric monitoring and reporting to various levels of management. Analyzes actual vs. budgeted financial results, analyzes financial information against internal and external benchmarks, and assists departments and branches with financial model creation.

Responsibilities

Essential Functions

• Plays a key role in the preparation of the annual budget process.
• Analyzes actual versus budgeted financial results and provide variance analysis highlighting key business drivers and opportunities.
• Assists various departments, branches & other FP&A members with financial model creation and providing insight to ensure the best business decision is made.
• Analyzes financial & transactional data supporting monthly journal entries and various management reports.
• Analyzes financial information against internal and external benchmarks.
• Support Sr Financial Analyst and Financial Analyst II roles with reporting and analysis.
• Ad-hoc Reporting and Analysis.

Non-essential Functions

• Supports monthly forecasting processes.
• Supports the research, design, testing and implementation of new process initiatives for the operating system – enhancing efficiencies & minimizing costs.
• Acts as a resource for non-financial personnel on matters of accounting, finance, and analysis.
• Performs other duties as assigned by supervisor or designate.

Qualifications

• Bachelor of Science in Accounting or Finance preferred
• CPA, CMA, FPAC, or experience in wholesale and distribution industries preferred.
• Ability to travel up to 10% of the time.
• Ability to read, write, and speak in English preferred.
• Prior experience in developing financial models, management reports and variance analysis is preferred.
• Must have advanced technical skills with Microsoft Excel, Word and PowerPoint, Access a plus, and working knowledge of financial systems, preferably SAP, Internet and Microsoft Outlook.
  

Skills and Abilities

• Excellent customer service skills include being competent, accurate, responsive, and engaged.
• Must possess solid decision-making capabilities and analytical skills; must be able to look beyond the data for assumptions and implications.
• Must possess and demonstrate the ability to take initiative, be a strong team player, respond to work demands in a flexible manner and produce timely, high quality work products in a deadline-oriented environment with minimal supervision.
• Must have experience in analyzing business trends, including identification of risks and opportunities and have the ability to present recommendations in a timely, clear and concise manner.
• Must possess excellent written and verbal communication skills and interpersonal skills with confidence and maturity sufficient to interact with all levels of personnel within the organization.
• Demonstrate the ability to communicate ideas and analysis in a clear and concise manner.
• Maintains confidentiality.
• Treats people with respect, keeps commitments and inspires the trust of others.
• Works with integrity and is ethical and upholds organizational values.

Physical Requirements

Frequency at which you would carry/lift in a typical day:
Occasionally 0 – 33% Frequently 34 – 66% Continuously: 67 – 100%

• Lift from Waist:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100 lbs. - Not at all
• Lift from Floor:
  • < than 10 lbs. - Frequently
  • 10 to 25 lbs. - Frequently
  • 26 to 50 lbs. - Occasionally
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100 lbs. - Not at all
• Carried for Distance:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100 lbs. - Not at all

Physical Activity

Frequency at which you would do the following in a typical day:

• Sitting (a continuous period of being seated) - Continuously
• Standing (for sustained periods of time) - Frequently
• Walking (moving about on foot to accomplish tasks) - Frequently
• Bending/stooping (downward and forward) - Occasionally
• Crawling (moving about on hands and knees or hands and feet) - Not at all
• Climbing/Walking Stairs (ascending or descending) - Frequently
• Reaching (extending arms in any direction) - Frequently
• Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally
• Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally
• Balancing (maintaining body equilibrium to prevent falling) - Occasionally
• Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously
• Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally
• Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally
• Grasping (Applying pressure to an object with the fingers and palm) - Continuously
• Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously
• Talking (expressing or exchanging ideas by means of the spoken word) - Frequently
• Driving (the control and operation of a motor vehicle) - Occasionally
• Desk work (work usually performed at a desk) - Continuously
• Use of a computer - Continuously
• Use of a telephone - Frequently
• Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously
• Exposure (to adverse weather & temperature conditions) - Not at all
• Travel (travel needed to perform job duties) - Occasionally

Additional Information

This job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer’s discretion. Employees must be able to perform the essential job duties and satisfy job requirements either with or without a reasonable accommodation.