Financial Analyst

SUMMARYThe Financial Analyst will play a critical role in driving financial insights and supporting strategic decision-making across the organization. This role partners closely with the Director of Finance and cross-functional teams to deliver high-impact analysis, forecasting, and reporting that supports operational excellence and business growth.MAIN TASKSForecasting, Planning, Variance Analysis and ControlDevelop a strong understanding of the business environment and key performance driversCreation of high-quality reports, analysis and commentary on company financial performance to assist in decision makingDevelop an understanding of existing reporting tools (Hyperion Financial Management, Spreadsheet Server, and Power BI) and write/troubleshoot reports as requestedOwn the sales forecast process and collaborate with sales team to develop monthly sales forecast and analyze actual results against forecast and prior periodsOwn the department expense forecasting process and collaborate with department owners to develop annual department expense budgets, quarterly forecast updates, and analyze actual results against forecasts and prior periodsBuild scenario models to support strategic decision-making and long-term planning.Review sales margins in Power BI on a weekly basis for unusual marginsAd hoc analysis financial and operations analysis as neededIdentify and implement improvements to forecasting and budgeting processes.Operational & Financial ReportingCreate high-quality reports and dashboards using Power BI, Hyperion Financial Management, and Spreadsheet Server tools.Analyze customer and product profitability; identify margin improvement opportunities.Monitor inbound and outbound logistics costs; provide actionable insights to operations.Prepare monthly business review presentations and variance analysis summaries.Prepare detailed cost center reporting to support departmental accountability.Capital Projects & Investment AnalysisPartner with capital project owners to develop business cases and perform ROI analysis.Conduct post-implementation reviews to assess project success and financial impact.Track and report capital spending against budget and forecast.Provide financial validation and tracking of cost improvement initiatives.Month-End Close & AccountingPrepare various month end accruals such as freight, temp labor, and utility accrualTrack, report, and control capital expenditure spending. Collaborate with project owners to update forecasted project spending.Identify and account for expenses related to annual service contractsPrepare and distribute financial statementsSales Commissions CalculationCalculate sales commission achievement in accordance with approved sales compensation policyCreate and distribute monthly sales commissions statementsOther Responsibilities & ProjectsOther project-based work and ad-hoc requestsIdentify opportunities to make processes more efficient and eliminate manual workContinual improvement mindset to develop process and reporting improvementsQUALIFICATIONSBachelor's degree in Accounting or Finance3-5+ years of business finance, accounting, or other relevant experienceAdvanced knowledge of Excel and strong fluency with Excel formulas and functionsExperience with data query/data management tools is preferred (Power Query, Power BI, SQL)Knowledge of business operations finance and IT systemsREQUIRED SKILLSAnalytical in approach to problem solving with an ability to rapidly identify key issues, to see the big picture and apply the “common sense” testThe ability to work in a proactive manner both independently and collaboratively is essentialStrong communicator and inter-personal skills with the ability to work with a diverse team (seniority, function, etc.)Excellent attention to detailAbility to work accurately with large data volumes and extractions from databases and information systemsDrive process improvements to ensure data integrity/accuracyAbility to complete assignments independently by collaborating with internal stakeholders, soliciting inputs, and consolidating data, ideas, and thoughts to develop a final proposal or solution