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
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
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