Financial Analyst

Job Title - Financial Analyst

Location - Worcester, Massachusetts, United States

Responsibilities

• Consolidate, analyze and evaluate financial data considering company’s operating results and financial position, organizational goals, and long-range plans
• Work with cross-functional teams to develop the annual budget
• Update and maintain long term financial model
• Update and maintain long term financial model
• Publish monthly and quarterly financial packages
• Assemble and summarize data to structure sophisticated reports, graphs and charts on financial status and risks for the leadership team
• Forecast weekly sales and expenses
• Streamline and enhance reporting function
• Track and determine financial status by analyzing actual results in comparison with forecasts
• Update new to industry convenience store and car wash proformas
• Work with the accounting team and various department stakeholders to resolve any monthly P&L anomalies
• Update the quarterly balance scorecard which is used for the field’s quarterly bonuses
• Perform financial research and analyze internal and external issues related to sales, gross margin, rate of return, financial performance, and other financial metrics
• Develop and own various analyses and reports to communicate insights on new to industry locations, reimaging and branding projects
• Create and maintain financial modeling tools to assist in evaluating and increasing return on investment on key initiatives
• Identify and assess current trends in business and finance practices, products, and industry competition, advise leadership team and recommend actions
• Keep abreast of new regulations or policies that may affect the industry, as well as monitor the economy to determine its effect on earnings
• Perform ad-hoc analyses to support complex decision making within company operations, and present recommendations to management and business leaders; serve as a financial lead in cross-functional team environments.

Qualifications

• Minimum 3 to 5 years of accounting / financial planning and analysis experience in the retail industry and/or business organization of the relevant size and complexity
• BS in Accounting / Finance, MBA or CPA preferred
• Strong general knowledge of budgeting, cash management and financial analysis processes
• Ability to influence, interact effectively with all levels of the organization, and articulate results based on audience
• Superior project management, organizational and interpersonal skills
• Independent and creative thinker
• Self-motivated and proactive, setting high standards for success
• Strong analytical and critical thinking skills; Accuracy and attention to detail
• Advanced knowledge of MS Office applications, specifically in Excel, advanced formulas, data analysis, and pivot tables, Power Point
• Experience with Workday, Budgeting software and PDI systems a plus