The Financial Analyst compiles, analyzes and reports financial information. This role serves as a financial resource for manufacturing, distribution, and sales. This position identifies trends and developments in competitive environments and communicates results to management.
Develops integrated revenue/expense analyses, projections, reports and presentations.
Creates and analyzes monthly, quarterly and annual financial reports.
Ensures financial information is recorded accurately.
Own and manage financial analysis of Selling and Freight costs.
Prepare monthly sales reporting package for Sales Management and Executive Team.
Key contributor to annual budget process.
· Prepares and provides required documentation for external audits.
· Perform ad hoc financial analysis projects, leveraging financial expertise, understanding of data sources, and knowledge of business performance and strategies.
· Relentlessly seek to improve financial processes, reports, and tools to maximize effectiveness and value
Education and Training:
Bachelor’s Degree in Accounting, Finance or business related-field required.
Professional certification (CPA, CFA, etc.) and/or advanced degree (MBA) a plus.
Minimum of two (2) years related experience required.
Advanced Excel proficiency. Experience building complex Excel models and utilizing advanced formulas, pivot tables, queries, etc.
SAP experience highly preferred.
Understanding of financial statements, general ledger structures, and basic accounting principles (US GAAP)
Skills and Abilities:
Excellent oral, written and interpersonal communication skills.
Effectively communicates financial information in a clear, precise manner.
Excellent time management, analytical and organizational skills.
Ability to rely on experience and judgment to plan and accomplish goals.
Ability to manage multiple assignments and work independently within deadlines.
Strong teamwork skills with the ability to establish and maintain positive and effective working relationships with multiple departments.
Ability to simplify the complex and balance details with the big picture.