What are the responsibilities and job description for the Financial Analyst position at TelAdvisor Group?
Description
The FP&A role supports forecasting accuracy, reporting efficiency, and business insight across the Race Winning Brands portfolio. Reporting to the FP&A Analyst, this position partners closely with finance and operating teams to analyze revenue, margins, and working capital while building scalable models that improve decision-making visibility in a fast-paced, PE-backed environment.
Core Responsibilities
Qualifications
The FP&A role supports forecasting accuracy, reporting efficiency, and business insight across the Race Winning Brands portfolio. Reporting to the FP&A Analyst, this position partners closely with finance and operating teams to analyze revenue, margins, and working capital while building scalable models that improve decision-making visibility in a fast-paced, PE-backed environment.
Core Responsibilities
- Support daily, weekly, and monthly financial reporting activities.
- Assist in maintaining rolling forecasts and short-term cash flow inputs.
- Prepare standard revenue, margin, and working capital analysis reports.
- Help track key margin drivers such as pricing, volume, mix, and costs.
- Update and maintain recurring dashboards and management reports.
- Support profitability analysis by brand, product, or customer using established templates.
- Collaborate with FP&A team members to gather data from operations, sales, and supply chain.
- Assist with annual budget preparation and periodic forecast updates.
- Perform ad-hoc financial analysis and data validation as needed.
- Assist with annual budget preparation.
- Update weekly sales and forecast tracking files.
- Run standard variance and trend reports.
- Refresh dashboards and recurring management reporting.
- Participate in internal FP&A and cross-functional review meetings.
- Validate data accuracy and investigate basic variances or anomalies.
- Escalate risks, data issues, or unusual trends to senior team members.
- Gain hands-on experience with FP&A reporting, forecasting, and performance analysis.
- Build a strong foundation in financial modeling and business drivers.
- Increase responsibility and analytical ownership over time with mentorship from senior FP&A team members.
- Opportunity to progress into an FP&A Analyst role based on performance and business needs.
- Experiment with AI tools to improve efficiency and accuracy
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field.
- 3-5 years of experience in finance, accounting, or an analytical role (internships included).
- Basic understanding of financial statements (P&L, Balance Sheet, Cash Flow).
- Strong Excel skills, including formulas, pivot tables, and basic data analysis.
- Exposure to ERP or financial systems is a plus.
- Interest in manufacturing, consumer products, or operations-driven businesses preferred.
- Strong attention to detail, willingness to learn, and ability to follow structured processes.
- Clear communicator with a team-oriented mindset.