Financial Analyst

Position Summary

The Financial Analyst develops and implements analytical techniques to accurately forecast monthly, quarterly, and annual unit sales, gauge effectiveness of Marketing/Sales programs, and provides key deliverables of the Financial Planning cycle.

Essential Tasks, Duties, & Responsibilities

• Reports financial status by preparing, consolidating, and analyzing financial plans, forecasts, reports, and month-end closing

• Participates in the development of regional/or functional budgets

• Tracks financial status by monitoring variances from business plan

• Determines financial status by comparing and analyzing plans and forecasts with actual results

• Perform analysis of new product launches and other key business initiatives for the Finance, Sales, Marketing, and Operations functions

• Recommends actions to improve financial status by analyzing results and variances and identifying trends

• Consults with business leaders to guide and influence strategic decision-making within a broad scope

• Provides information to management by assembling and summarizing data, preparing reports, and making presentations of findings, analyses, and recommendations

• Represents the business unit during cross-regional or cross-functional planning processes

• Prepares month-end closing and variance analysis to management in a timely manner

• Construct financial models to assess the impact of promotional activity on sales forecasts

• Closely monitors returns & allowance chargebacks and coordinates with sales and relevant departments to dispute any illegitimate deductions

• Assist in preparing key deliverables of financial planning cycle, including long-term plan, annual operating and capital budgets, and special projects as directed

• Analyze monthly operating variances, actual results vs. budget, and forecast

• Perform other duties as needed and directed by management

Qualifications

Minimum Qualifications

Education & Experience

• Combination of Bachelors degree in Accounting/Finance with 5+ years of professional experience within Accounting/Finance

• 2-3 years' experience with financial analysis

• Experience in the consumer packaged goods (CPG) industry preferred

Knowledge, Skills, & Abilities

• Highly motivated and goal oriented individual

• Proficiency in Excel required, advanced Excel skills a plus

• Experience with Crystal Reports is a plus

• Reporting skills, forecasting, Corporate Finance, Financial Diagnosis, Financial Budgeting, Planning and Strategy

• Strong organizational skills, project/task management experience, communication, and cross-functional coordination skills

• Ability to work in a fast-paced environment, adapt to changes and focus redirection, and properly manage deadlines