Financial Analyst I (52056)

The Financial Analyst supports the Finance organization through the analysis of financial and operational data, preparation of reports, development of pricing models and assistance with forecasting and planning activities. The analyst partners with cross‑functional teams to help ensure accurate financial information and informed decision‑making.

Financial Analysis & Reporting

• Compile, analyze, and validate financial data related to revenue, expenses, and profitability.
• Prepare standard monthly, quarterly, and ad‑hoc financial reports.
• Assist with variance analysis by identifying trends and drivers versus budget and forecast.
• Support the month‑end close process, including reconciliations and data review.

Pricing & Margin Support

• Assist with analyzing pricing, discounts, rebates, and customer programs to understand financial impact.
• Support the preparation and maintenance of basic pricing and margin models.
• Perform product, customer, and sales channel margin analyses to support profitability reviews.
• Help ensure pricing and revenue data is accurate and consistent across financial systems.
• Support pricing reviews, contract evaluations, and internal approvals by preparing financial analysis and documentation.

Forecasting & Planning Support

• Assist with budgeting and forecasting activities by updating models, assumptions, and inputs.
• Help incorporate pricing, volume, and mix assumptions into revenue and margin forecasts.
• Track actual results against forecasts and budgets and assist with explaining variances.

Business & Cross‑Functional Support

• Work with Sales, Operations, and other departments to gather information and support financial reviews.
• Provide financial data and analysis to support operational and management decision‑making.
• Help prepare financial schedules and materials for management presentations.

Data & Process Support

• Ensure accuracy and consistency of financial data within ERP and reporting systems.
• Assist with documenting financial and pricing assumptions, methodologies, and processes.
• Support continuous improvement of financial reporting, analysis, and pricing tools.

Perform other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field (required)
• 1 – 4 years of experience in financial analysis, general accounting, economic analysis, or related area.

• Strong analytical skills with attention to detail.
• Proficiency in MS Office, exceptional Microsoft Excel skills; experience with formulas, pivot tables, and basic financial models preferred.
• Basic understanding of financial statements and accounting principles.
• Ability to work with large data sets and follow established processes.
• Strong written and verbal communication skills.
• Effective organizational skills and ability to manage multiple priorities.
• Willingness to learn pricing concepts, financial systems, and business operations.
• Experience with an ERP system a plus