Senior Financial Analyst

Summary

Senior Financial Analyst

 

The Senior Financial Analyst assists with coordinating, planning and driving monthly forecasting, reporting, annual budgeting, analysis and business case modeling for the Company.  The individual will be responsible for structuring and conducting analysis leading to actionable insights, improved forecasting and budgeting accuracy and quantitative decision support. This role may also extend to include reporting that can be used for Board of Director meetings, Bank Compliance reporting, as well as segment or exhibit information within the Company’s financial statements.

 

Job Will Remain Open Until Filled

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

 

Essential Job Duties and Responsibilities 

Job DutyForecasting

·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

 

Budgeting

·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

 

Business Analysis

·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

 

Reporting

·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.

 

·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings 

Supervisory Responsibilities

 

Direct Reports

- This position does not have supervisory responsibilities for direct reports

 

Indirect Reports

- Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

 

Travel and/or Driving Requirements

 

- Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job. 

·         Travel required on an as needed basis

 

Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

(Required):     Bachelor's Degree or equivalent experience

(Preferred): MBA with emphasis in Finance or Analytics preferred                                  

 

Field of Study/Area of Experience:  Finance, Economics, or Data Analytics

 

- 3-5 years of experience in years of public accounting and/or large company equivalent experience

 

Skills, Knowledge and Abilities

-Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling-Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.-Advanced Excel skills and data analysis skills, ideally with experience or interest in automation-Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics -Excellent written communication and verbal communication skills

-Well-organized, detail-oriented, and able to handle a fast-paced work environment

-Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

-Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

-Experience using computerized information systems used in financial and/or accounting applications

 

Environmental & Physical Requirements