Senior Financial Analyst, Americas

Overview

Are you ready to take on a high-impact role that combines strategic thinking, advanced analytics, and innovative reporting? Join our dynamic and collaborative team as a Senior Financial Analyst, where you'll have the opportunity to influence critical business decisions and drive success across the Americas region.

In this role, you will be part of a small but powerful team with broad responsibilities, including driving planning and analysis activities that directly support our business objectives. Key areas of focus include:

• Building and maintaining cutting-edge financial reports.
• Preparing insightful variance analysis narratives (actual vs. forecast and prior year) for leadership review.
• Managing detailed acquisition cost of goods sold (COGS) and cost trackers, ensuring accuracy and transparency.
• Overseeing people-related costs within departmental expenses while supporting planning and forecasting efforts for assigned areas.

 

Beyond regular responsibilities, you will leverage your financial modeling expertise to support special projects and provide actionable insights, particularly in the cost of goods space. You’ll work closely with stakeholders at all levels, addressing ad-hoc questions, tackling challenges, and delivering robust decision-making support.

You will champion automation and self-service reporting by designing intuitive dashboards and dynamic financial/customer reports that transform data into actionable intelligence.

We’re looking for a motivated professional who is ready to bring innovative ideas, a detail-oriented approach, and a passion for excellence. If you thrive in a highly collaborative environment and are eager to make a measurable impact, we want to hear from you!

We prefer you to be in the San Diego office a couple days a week but are open to flexibility to ensure we find the best person for the role.

Responsibilities

• Financial Modeling and Initiative Analysis: Independently build financial models to assess the impact of current and proposed initiatives. Evaluate and report on how these initiatives affect organizational and functional unit goals and strategies.
• Develop and Maintain Reporting: Develop routine and ad-hoc reports for management that offer comprehensive visibility into financial results and trends, providing full P&L insights with a strong focus on product and logistics costing. Analyze financial performance, comparing actuals and year-to-date results with prior periods, forecasts, and plans. Prepare materials for monthly business reviews, quarterly senior leadership presentations, and external reporting.
• Forecasting and Budgeting Support: Assist functional business partners with quarterly forecasting and annual budgeting processes. Develop and maintain templates to streamline these efforts.
• Capital Asset Evaluation: Support capital asset evaluation by collecting and reviewing capex forecast data for the annual planning process.
• Analytical and Business Support: Provide comprehensive analysis and support to functional units, including financial reporting and analysis aligned with business objectives.
• Process Optimization: Maximize productivity by automating reports, optimizing financial systems, and collaborating with business partners to implement improvements in reporting and planning processes.
• Audit Interaction: Work with the independent public accounting team to provide reporting and analysis for quarterly and annual audits.

Qualifications

• Skilled at independently designing and building financial models to identify and analyze business trends.
• Strong foundation in algebraic principles for financial modeling and analysis.  Understanding of variable vs fixed and approaches for modeling.
• Proficient in reading, analyzing, and interpreting standard financial information.
• Experienced in supporting Supply Chain as a FP&A partner, including analysis of acquisition costs/bill of materials and freight.
• Quickly draws accurate conclusions from business and financial data analysis.
• Highly organized in managing and analyzing large data sets, performing reconciliations, and summarizing insights for management.
• Advanced Microsoft Office skills, particularly Excel.
• Experienced building reports, dashboards and visualizations in business intelligence tools, preferably Power BI.
• Quick, self-motivated learner with financial systems; a plus if you have experience with D365 ERP, Jet Reports, BizView planning tool or similar financial reporting and forecasting systems.
• Basic knowledge of U.S. GAAP and SOX regulations.
• Bachelor's degree in account