Position Summary
The Financial Analyst supports financial planning, reporting, and operational analysis for the company. This role partners closely with Operations, Sales, and Accounting to translate data into actionable insights—improving profitability, inventory performance, cost control, and cash flow. The ideal candidate is hands-on, detail-oriented, and comfortable working in a fast-paced environment with complex product, inventory, and logistics flows.
Key Responsibilities
- Support monthly close and management reporting, including variance analysis vs. budget/forecast and prior period.
- Maintain and enhance operational KPIs (e.g., gross margin, labor and, freight, and working capital performance).
- Build and refresh financial models for forecasting, budgeting, and scenario analysis; communicate key drivers and sensitivities.
- Analyze product and customer profitability, pricing/mix impacts, and cost-to-serve across channels and distribution methods.
- Support inventory analytics (excess/obsolete, slow-moving, cycle count accuracy) and help improve inventory controls.
- Develop ad hoc analyses and business cases (capex/ROI, make vs. buy, supplier changes, network/logistics changes).
- Help improve data quality and reporting automation by leveraging ERP and intermediate to advanced Excel techniques.
- Prepare clear, concise presentations and recommendations for finance leadership and cross-functional stakeholders.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, Industrial Engineering, or a related field.
- 3–5 years of experience in accounting, financial analysis, FP&A, cost analysis, or related roles; manufacturing and/or distribution environment strongly preferred.
- Strong proficiency in Excel (pivot tables, lookups, complex formulas; Power Query/Power Pivot a plus).
- Experience working with ERP systems and large datasets; ability to reconcile data across systems.
- Solid understanding of financial statements, budgeting/forecasting processes, and variance analysis.
- Ability to communicate findings clearly to both finance and non-finance audiences.
- High attention to detail, sound judgment, and proven ability to manage multiple priorities and deadlines.
- Proactive, eager to learn, organized and teachable.
- Continuous improvement mindset.
- Exposure to business intelligence tools (e.g., Power BI, Tableau and/or SQL a plus).
- Ability to influence without authority and partner effectively across Operations, Sales, and Accounting.
