Finance Operational Analyst

Overview

The Finance Operational Analyst provides financial support for time-bound processes and critical planning activities, including the annual budget, periodic forecasts, and the month-end close cycle. This role assists with financial activities such as data gathering, trending, modeling, forecasting, planning, and reporting. The analyst collects and consolidates information across the organization to build models that provide insight into underlying business dynamics.

Responsibilities

• Prepare accurate and timely financial and business-related analyses, research, and forecasts as directed.
• Compile and prepare accurate and timely reports; communicate insights using tables, graphs, and charts.
• Contribute to analysis of alternatives, recommendations, and research from multiple sources.
• Develop and prepare analytical and statistical reports to support business activities.
• Support annual budgeting and periodic forecasting for the assigned business area, including variance analysis and sensitivity testing.
• Contribute to critical planning and analysis processes.
• Partner with other departments to conduct analyses and identify improvement opportunities that can positively impact the bottom line.
• Support functional and cross-functional projects and implement process improvements within the functional area.
• Articulate the impact of analysis, modeling, and business decision support on key financial measures (including Gross Profit, Operating Margin, DOH, DSO, etc.).
• Conceptualize, develop, and present business cases to department financial leadership.
• Serve as an informed team member by providing analysis of information and offering input on project direction.
• Perform other duties as assigned.

Requirements

Education

• Bachelor’s degree in finance, Accounting, or related field.

Experience

• 0–2 years FP&A experience required.

Knowledge, Skills, and Abilities

• Strong oral and written communication skills, including the ability to express ideas and ask relevant questions; active listening.
• Novice to intermediate proficiency in Microsoft Office applications including Excel, PowerPoint, Word, Access, and related software.
• Ability to work as part of a team and contribute to team dynamics.
• Capability to work independently when needed.
• Outstanding analytical skills (numerical and verbal).
• Strong strategic planning and financial/operations/business background; a purely financial background is not required.
• Strong business acumen.
• Good judgment, including situations where direct supervision may not be immediately available.

Location

• Remote Role: This position is classified as remote, with the associate performing remote work from their primary residence. Remote associates may work from the office, but it is not required. While remote associates are not required to work from an office on a regular basis, they may be required to come to the office or other organizational locations for necessary business reasons or if directed by their manager.
• Travel (minor): May require travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.

Compensation & Benefits

• Competitive 401k
• Flexible PTO plan
• Remote work
• Health benefits—first of the month following 30 days of employment
• Mentorship program and developmental opportunities

Physical Environment / Demands

• Office roles: Most work is performed in a temperature-controlled office environment.
• May sit for long periods at a desk or computer terminal.
• While performing job duties, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
• May use calculators, keyboards, telephones, and other office equipment during a normal workday.
• Stooping, bending, twisting, and reaching may be required to complete job duties.