Financial Analyst

Overview

This role involves supporting financial planning and analysis activities within a distribution environment. The position focuses on budgeting, forecasting, financial modeling, reporting, and cross-functional collaboration to support strategic decision-making and operational efficiency.

Responsibilities

• Assist with annual budgeting, quarterly forecasting, and long-range financial planning.
• Maintain and update comprehensive three-statement financial models.
• Develop and support financial models related to revenue, margin, operating expenses, and working capital.
• Conduct scenario, sensitivity, and ROI analyses to aid strategic decisions.
• Prepare monthly financial reporting packages including variance analysis, KPI dashboards, trend insights, and productivity metrics.
• Assist in drafting board-level summaries and support the development of board presentations.
• Support forecasting processes and deliverables across the organization.
• Evaluate capital investments and pricing analyses.
• Track trends and variances to identify risks and opportunities.
• Analyze key working capital drivers such as inventory, accounts receivable/payable, and lead times.
• Gather and organize data to provide insights into seasonality, backlog, customer behavior, and order patterns.
• Collaborate with various departments to evaluate demand plans, inventory health, and risk/opportunity outlooks.
• Provide project tracking and organizational support for key priorities.

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field preferred.
• Minimum of 2 years experience in FP&A, financial analysis, or a related strategic finance role.
• Proven experience in financial modeling, forecasting, and reporting.
• Strong analytical skills with high attention to detail.
• Excellent communication and presentation skills, capable of clearly articulating risks and opportunities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong project management skills with experience managing cross-functional priorities.
• Familiarity with Acumatica, Looker, PlanR, or similar business intelligence tools is a plus.
• Experience with SQL Server and database structures is a plus.
• Valid driver’s license with a clean driving record.
• Ability to pass background check and drug screening.

Compensation & Benefits

• Salary range: $75,000 to $85,000 per year, plus eligibility for bonus.
• Medical, dental, and vision insurance.
• Company-paid life insurance.
• Voluntary life insurance, short-term and long-term disability coverage.
• 401(k) retirement plan.
• Generous time off options.

Location

Position location details are not specified.