Financial Analyst

Top skills: Excel, ERP System, Team Player

National Retail Finance Ops Analyst

Position Summary:

Currently seeking a Financial Ops Analyst to support promotional budget management, financial planning, and system budget entry, primarily focused on HHP, NC and PC product categories. This role will report directly to the Finance Ops Manager and will work closely with Channel Marketing, internal finance and account teams, and external vendors.

Roles and Responsibilities:

Financial Planning & Operations:

• Work closely with National retail account managers and channel marketing managers to gather required docs for promotional spend program submission

• Responsible for collecting and submitting planned promotional spend into internal system (NERP) in timely manner

• Navigate organization to follow through on program submission to ensure management/finance approval before the program execution

• Responsible for managing, tracking and validating promotional claims and POS activities

• Work with related stakeholders to research payment reconciliation issues that arise from audits

• Generate required material to validate payments and resolve discrepancies and variances with customers

• Reconcile carrier commissions against in-store reporting to ensure timely and accurate payment

• Access customer systems to collect claim information, invoices and other related materials

• Participate on month-end closing and any other adhoc request, including P&L/SD/MDF preparation but not limited to

Reporting & Analysis:

• Support on regular reporting of budget status, spend analysis, and other financial metrics by category and channel.

• Assist with ad hoc strategic projects, including planning, tracking, reporting, and documentation of all aspects of the projects.

• Support in creating analytical for business decision-making of channel partners and account teams including but not limited to: maintain monthly D3 program tracker, reconcile forecast data and spending, and other data-driven insights to support GTM programs.

• Analyze completed program results and prepare data interpretation to management when required

Education/Experience:

� Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.

� 5-7 years financial and/or accounting experience required.

• Excellent proficiency in Excel, Query, and Pivot Table to automate monthly reporting is preferred. Experience with Tableau and/or MSFT Power BI is a plus.

• Exceptional strategic planning and analytical skills, budget management, financial acumen, and organizational planning aptitudes required.