Senior Financial Analyst - Financial Planning & Analysis

Tea Forte Maynard , MA 01754

Posted 1 week ago

Overview

The Senior Financial Analyst will be charged with elevating the business performance management capabilities of the finance function, including budgeting, forecasting, analysis, and reporting. He/she will contribute to decision-making effectiveness across the organization. This person will be responsible for providing timely and quality analytics and narrative for business performance across the entire business, by using financial and non-financial measures. He/she will work closely with the CEO, CFO, and senior leadership to manage financial risks and opportunities and to ensure the delivery of annual targets and strategic objectives.

Responsibilities and Duties

  1. Planning
  2. Decision Support
  3. Financial and Management Reporting
  • Drive a bottoms up annual budgeting exercise across the operation that ensures resources are allocated appropriately and are aligned with strategic objectives.
  • Work collaboratively with all business functions / areas of the operation to align activities and objectives with the financial plan
  • Develop forecasting and budgeting models
  • Will play a key role in translating the strategic plan to an annual plan
  • Drive decision making and accountability to achieve financial targets. Partner and educate the business on value creation
  • Provide financial and operational analytics to functional business partners to help identify growth opportunities, effectively manage costs, and mitigate business risks
  • Improve customer and channel profitability analysis
  • Partner with operations to perform strategic pricing analysis and recommend optimal pricing for our 3PL business based on an activity-based costing exercise
  • Will drive continuous improvement in management reporting and ad-hoc decision support by leveraging current systems and/or identifying tools that will enhance and improve our current capabilities
  • Coordinate, prepare, and review monthly results and provide variance analysis of monthly financial results across all financial statements (P&L, BS, CF)
  • Coordinate, prepare, and review monthly results commentary for internal management reporting and regional reporting
  • Seamlessly combine information from multiple data sources to create key performance indicators that go beyond purely financial metrics, to include operational indicators as well
  • Provide business analytics and financial support on operations and strategic initiatives

Requirements

Qualifications and Skills

Technical Skills

  • Demonstrated ability to design financial & non-financial measurements and key performance indicators (KPIs) to drive improved business performance
  • Working knowledge of financial concepts & principles including cash flow, NPV, IRR, ROI, Economic Profit, etc.
  • Ability to understand and communicate the drivers of profit and loss, balance sheet, and cash flows
  • Demonstrated ability to complete quantitative and qualitative analysis with advanced Financial Modeling and PowerPoint skills
  • Knowledge of the principles of cost accounting and activity-based costing
  • Experience working with ERPs, Consolidation Systems, and management reporting / BI tools
  • Experience working in Microsoft Office is a must, experience working in NetSuite is preferred

Professional Skills

  • Ability to influence across functions and departments by leveraging analytics and fact-based analysis
  • Effectively manage competing priorities by choosing those deliverables that will have the highest impact on the performance results
  • Manage/organize time, information, and resources effectively in order to meet deadlines and respond to requests on a timely basis
  • Communicate effectively and professionally in written and verbal form, including presentation skills
  • Influence business decisions with concrete financial support
  • Resolve conflicts / discrepancies positively and professionally
  • Work independently in solving business issues and taking initiative
  • Identify risks and opportunities
  • Leverage best practices
  • Apply good judgment and professional integrity in decision-making

Benefits

Tea Fort offers a competitive salary, a comprehensive benefit package and an opportunity to be an integral part of a fast-growing, dynamic and creative team. We are an Equal Opportunity Employer.

For more information about Tea Forte and our products, please visit our website at www.teaforte.com

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Senior Financial Analyst - Financial Planning & Analysis

Tea Forte