Financial Analyst

Overview

This organization is seeking a finance professional to support profit management, financial forecasting, and performance reporting. The role involves analyzing financial and operating results, identifying trends, and providing practical insights so leaders can understand the factors influencing business performance. Work includes examining revenue, margins, expenses, customer and vendor profitability, and working capital.

Responsibilities

• Support the finance manager, CFO, local CFO, and market CFO with financial forecasting and performance analysis.
• Review overall business trends and help ensure forecasts reflect current results, relevant assumptions, and the expected effects of key initiatives.
• Analyze financial and operating performance, including revenue, margins, expenses, and working capital.
• Communicate notable variances or emerging trends to appropriate stakeholders.
• Identify customers and vendors with underperforming profitability and assess primary factors contributing to their results.
• Quantify the financial impact of cost-control initiatives and help evaluate opportunities to manage expenses, improve margins, and use resources effectively.
• Assist with annual and quarterly business review (QBR) processes and the annual operating plan (AOP), including preparation and review of relevant financial information.
• Support cost monitoring and analysis of product equities, frequencies, and other statistical data directly related to price management.
• Maintain a careful, objective approach to analysis and escalate significant findings for appropriate review.

Requirements

• Bachelor’s degree in accounting, finance, or a related field (required).
• At least five years of experience in financial analysis, business analysis, or a related discipline.
• Strong organizational, time-management, critical-thinking, and problem-solving skills.
• Ability to manage multiple priorities and meet reporting deadlines.
• Strong computer skills and familiarity with financial reporting software.
• Comfort working with financial and operational data, evaluating performance against plans, and preparing clear, accurate analysis.
• Ability to explain findings and recommendations to colleagues with varying levels of financial expertise.
• Experience supporting forecasting, business reviews, operating plans, or cost-management initiatives (valuable).

Preferred Qualifications

• MBA.
• CPA designation (preferred but not required).

Compensation & Benefits

• Compensation, benefits, and applicable employment programs will be shared during the hiring process.
• Opportunity to contribute to financial planning and profitability analysis while working with finance leaders and business partners on operating decisions.

Equal Opportunity

• This organization is committed to providing equal employment opportunities. Employment decisions are made without discrimination on the basis of any status protected by applicable federal, state, or local law.