Financial Analyst

Brief Description

Position Summary:

We are seeking a detail-oriented and strategic Financial Analyst to join our FP&A team. In this role, you will analyze financial data, prepare reports, and help guide decision-making to support the company's financial goals. This role will serve as a key business partner to commercial leadership, providing financial insights and strategic support to drive decision-making and business growth. The ideal candidate will possess strong analytical skills, financial modeling experience, and the ability to communicate complex financial concepts clearly.

Notes

The outline of duties is not arranged in order of priority. These duties are not meant to restrict initiative, but rather to describe baseline activities. These duties will from time to time be altered to suit the needs of the company.

We are a tobacco and drug free, professional environment.

Key Responsibilities

• Financial Analysis & Reporting: Analyze financial statements, budgets, and variances to provide insights on financial performance and utilize the analytics to aid in decision-making
• Budgeting & Forecasting: Assist in the preparation of annual budgets; monitor expenditures and performance against financial plans
• Profitability Enhancement: Analyze product, customer, and business team profitability to uncover insights and drive initiatives that improve margin and operating leverage
• Financial Modeling: Develop and maintain financial models to project future financial performance and assess the impact of potential business decisions
• Data Analysis & Interpretation: Collect, analyze, and interpret large data sets to identify trends, risks, and opportunities
• Strategic Planning: Support strategic planning initiatives by providing financial analysis and scenario planning
• Cost Analysis: Monitor and evaluate cost structures to identify efficiency improvements and cost-saving opportunities, including economic cost benefit analysis
• ROI Analysis: Conduct ROI analysis to evaluate the effectiveness of key commercial and strategic initiatives
• Ad-Hoc Reporting: Prepare ad-hoc reports and financial analysis for management as needed
  
  

Qualifications

• Education: Bachelor’s degree in finance, Accounting, Economics, or related field.
• Experience: 2-5 years of experience in FP&A, accounting, or a similar role.
• Skills:
• Proficient in Excel, financial modeling and data analysis
• Excellent communication and presentation skills
• Knowledge of financial statements, GAAP, and accounting principals
• Exceptional analytical and problem-solving skills
• Strong attention to detail and accuracy
• Ability to work independently and collaboratively
• Self-starter

• Preferred Qualifications:
• MBA, CFA or CPA certification a plus
• Familiarity with data visualization tools (e.g. Tableau)
  

Familiarity with financial planning software (e.g. Planful)