What are the responsibilities and job description for the FP&A Analyst position at Tarter USA?
POSITION TITLE: FP&A Analyst.
DEPARTMENT: Tarter.
REPORTS TO: Director, FP&A.
STATUS: Full Time Hourly Position.
Join the Tarter Team as a Financial Analyst!
At Tarter, we are committed to delivering exceptional value to our customers and employees. We’re seeking a driven and detail-oriented Financial Analyst to join our team and contribute to the company's financial success. As a key member of our Finance team, you’ll play a vital role in financial planning, pricing analysis, and decision support across the organization.
Position Summary
The Financial Analyst will provide critical financial insights to support strategic decision-making processes at Tarter. In this role, you will support the Director of FP&A. You will analyze financial performance, maintain financial models, and develop reporting that drives business outcomes. You will collaborate closely with Sales, Accounting, and Operations teams to ensure the accuracy of financial data and support data-driven decision-making processes.
Key Responsibilities
Financial Performance Analysis:
DEPARTMENT: Tarter.
REPORTS TO: Director, FP&A.
STATUS: Full Time Hourly Position.
Join the Tarter Team as a Financial Analyst!
At Tarter, we are committed to delivering exceptional value to our customers and employees. We’re seeking a driven and detail-oriented Financial Analyst to join our team and contribute to the company's financial success. As a key member of our Finance team, you’ll play a vital role in financial planning, pricing analysis, and decision support across the organization.
Position Summary
The Financial Analyst will provide critical financial insights to support strategic decision-making processes at Tarter. In this role, you will support the Director of FP&A. You will analyze financial performance, maintain financial models, and develop reporting that drives business outcomes. You will collaborate closely with Sales, Accounting, and Operations teams to ensure the accuracy of financial data and support data-driven decision-making processes.
Key Responsibilities
Financial Performance Analysis:
- Analyze financial performance, comparing actual results with budget, forecasts, and historical data, and provide actionable insights to senior leadership to support decision-making and strategy development.
- Track financial trends and performance metrics, offering recommendations for optimization based on both internal performance and industry benchmarks.
- Lead cost-saving and productivity initiatives, monitoring their impact across various departments and identifying opportunities for operational efficiencies.
- Develop and maintain comprehensive financial models to support business planning, budgeting, and strategic decision-making.
- Prepare and present detailed monthly, quarterly, and ad-hoc financial reports to senior management, ensuring key insights and trends are clearly communicated for informed strategic planning.
- Provide in-depth reporting on key financial metrics, including sales, orders, and key performance indicators (KPIs), to support operational and financial objectives.
- Support the preparation and coordination of the annual budget process, collaborating with department heads to gather inputs, align financial objectives, and ensure that the budget reflects organizational goals.
- Lead the quarterly forecasting process, adjusting financial projections based on actual performance, market changes, and evolving business needs, ensuring accuracy and timely updates.
- Provide detailed analysis on variances between forecasted and actual results, offering insights and recommendations to ensure financial goals are met.
- Partner with cross-functional teams, including Sales and Operations, to align on financial goals and provide insights into performance.
- Support customer-facing meetings with in-depth financial analysis, offering data-driven insights to guide business strategies and promote financial discipline.
- Lead the analysis and reporting of Year-to-Date (YTD) expenditures and cost management initiatives, ensuring financial integrity and alignment with strategic goals.
- Monitor financial processes and reporting, ensuring accuracy, consistency, and alignment with corporate financial goals.
- Continuously evaluate and implement improvements in financial systems, tools, and reporting methods to increase efficiency and data accuracy.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- A minimum of 2 years of experience in financial analysis, pricing, or a related role.
- Strong proficiency in financial modeling, data analysis, and business intelligence tools.
- Familiarity with ERP systems, preferably Epicor.
- Advanced Excel skills; experience with data visualization tools is a plus.
- Proven ability to analyze large datasets and provide strategic recommendations.
- Excellent communication skills, with the ability to present financial insights to both financial and non-financial stakeholders.
- Detail-oriented with strong problem-solving abilities and a proactive approach to identifying issues and implementing solutions.
