What are the responsibilities and job description for the Budget & Reporting Analyst position at IWP?
The Budget and Reporting Analyst will create budgets and prepare financial reports for the organization. The candidate should possess strong analytical skills, excellent communication skills, and have the ability to work independently and prioritize tasks.
What You’ll Do
- Work with department heads to assist in creating the annual budget and monthly forecast for multiple companies.
- Prepare monthly variance to budget and forecast expense analysis.
- Work closely with the accounting team on the month end close process.
- Assist in the preparation of the monthly Financial Package for multiple companies.
- Prepare monthly headcount and expense reports for the department heads.
- Use the Planful reporting system to produce financial statements, budget and forecast reports.
- Maintain headcount data in the Planful reporting system.
- Assist in the monthly commission calculation for multiple companies.
- Provide value added analytics that highlight key trends and variances.
- Perform a variety of finance-based projects as required by the manager.
- Compliance with strict confidentiality guidelines.
What You’ll Need to Succeed
- 3-5 years relevant budget and financial reporting experience
- Bachelor’s degree in Finance or Accounting
- Strong computer skills including Excel (pivot tables/ /xlookups)
- Knowledge of a Financial Management Reporting System, Planful system a plus.
- Strong written and verbal communication skills
- Strict attention to detail and drive to deliver consistently high-quality outputs
- Pro-active and understands sense of urgency
- Ability to work independently as well as in a teamwork environment.
- Manages multiple priorities in a fast-paced environment
Make A Difference With DWP
DWP is the parent company of a portfolio of home delivery pharmacies that specialize in catering to individuals who cannot easily access retail pharmacies due to physical limitations or other predispositions. We value our employees and strive for a culture of teambuilding, open mindedness, and fun. If that sounds like something you’d like to be part of, we’d love to hear from you! Your compensation will include a competitive salary, generous benefits, and opportunities for growth and development.
DWP is an Equal Opportunity Employer. DWP does not discriminate on the basis of race, creed, color, religion, national origin, sex, sexual orientation, gender identity, age, physical or mental disability, or any other basis covered by appropriate law. All employment decisions are made on the basis of qualifications, merit, and business need. HWP is committed to providing reasonable accommodation for qualified individuals with physical and mental disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at humanresources@IWPharmacy.com We will make a determination on your request for reasonable accommodation on a case-by-case basis.
