Financial Analyst, IT
RefrescoAbout the role
Make a Difference in YOUR Career!
Our vision is both simple and ambitious: to put our drinks on every table.
We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National and Emerging (GNE) brands. Our products are distributed worldwide from our production sites in Europe, North America, and Australia. Although our own branding may not appear on the labels of the beverages we produce, there is a good chance you are reading this while sipping one of our drinks.
Our ambition is to continually improve and it’s what keeps us at the top of our game. We are solutions-based. We are innovative. We seek out new challenges and conquer them. This is our company ethos, but it’s our people’s too: Refresco is at the cutting edge of a fast-moving industry because we have passionate people pushing the boundaries of what’s best.
Stop and think: how would YOU put our drinks on every table?
Position Description
The Financial Analyst, IT will be responsible for accounting, financial analysis, contract submissions, and process/control improvements in support of the Information Systems and IT Business Systems. The position requires strong critical thinking and analytical skill, and the ability to collaborate across teams and levels of management. This position reports into the Manager of IT Finance, who is a member of Refresco North America’s Information Systems department. This role provides opportunities to work in a dynamic and results-driven work environment and to build relationships with cross-functional teams across the network. Ideal candidates will embrace a growth mindset, focused on continuous improvement, and a strong commitment for compliance to policy.
Essential Functions:
This position will work with the senior financial analyst and manager to perform the following responsibilities:
- Process IT procurement requests submitted through the IT Services Management system (EasyVista/Xurrent)
- Create purchase orders for IT equipment and services in accordance with company policies
- Collaborate with IT Technical Service Analysts to validate requirements and ensure accurate order processing
- Coordinate with vendors for quotes, delivery timelines, and issue resolution
- Work closely with Accounts Payable (AP) to ensure timely invoice processing and payment within OpenText
- Assist in the preparation of quarterly and balance of year forecasts, and prepare supporting schedules for each IT Cost Center at the GL line-item level
- Work with IT Management on the submission and routing of contract requests in accordance with Refresco’s Contract Management Policy; this involves follow-up and seeking key personnel approvals per the Delegation of Authority
- Draft and submit capital expenditure requests for IT Initiatives
- Prepare ad hoc reports upon request
- Other tasks as assigned
Required Skills and Competencies:
- Ability to utilize SAP and Excel to navigate through large data sets and summarize findings with strong analytical and financial modeling skills
- Strong understanding of fundamental accounting principles and Internal Controls
- Knowledge of IT financial management principles and cost allocation methods
- Ability to provide fact-based recommendations across various levels of management
- Effective written and oral communication skills
- Self-starter with strong time management skills, task prioritization, and attention to detail
- Ability to work independently, balance multiple tasks with changing priorities, work in a fast-paced environment, concisely summarize ideas, and provide solutions
- Ability to work in a global business environment
Education and Experience:
- S. / B.A. degree in Finance or Accounting preferred or related experience.
- Must be permanently authorized to work in the United States now and in the future without sponsorship.
- Two or more years of relevant finance experience and/or manufacturing preferred. Experience working with IT or in an IT-related industry a plus.
- SAP experience highly desirable.
- Experience working with ITSM tools (e.g. Xurrent or EasyVista) and procurement workflows preferred.
Working Conditions:
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