Financial Analyst I

Overview

This role supports financial planning, reporting, and analysis to help guide strategic decision-making. The position also includes cross-functional work with manufacturing, purchasing, inventory, and warehouse teams to ensure accurate general ledger and inventory reporting.

Responsibilities

• Support preparation of the annual budget, quarterly updates, and monthly forecasts.
• Assist in the monthly preparation of financial statements, ensuring timely and accurate reporting of:
  • Sales
  • Cost of materials
  • Operating expenses
  • Inventory and related absorption
• Analyze actual results versus budget and prior periods for both:
  • Profit and loss (P&L) statement
  • Balance sheet
  • Identify trends and variances.
• Collaborate with manufacturing, purchasing, inventory, and warehouse teams to ensure the accuracy of general ledger inventory balances in Microsoft Dynamics 365.
  • Analyze inventory positions
  • Review for excess and obsolete stock
  • Recommend dispositions.
• Review procurement practices for project expenses, raw materials, packaging, and consumables to ensure alignment with client project requirements.
• Perform general ledger account reconciliations and prepare ad-hoc reports for management to support the organization’s profitability and operational goals.
• Maintain full-time attendance and professionalism with business associates; align daily actions with organizational values.

Requirements

• Bachelor’s degree in finance, accounting, or related field.
• Minimum 4+ years in a role related to finance/accounting.
• Strong knowledge of general ledger analysis and related financial transactions.
• Proficiency with variance analysis to compare actual results against budgets and prior periods.
• Exceptional analytical and problem-solving skills to interpret data and resolve financial discrepancies.
• Effective verbal and written communication skills to convey financial insights and collaborate across teams.
• Proficiency in Microsoft Excel, the full Microsoft Office Suite, and integrated enterprise resource planning (ERP) systems.

Preferred Qualifications

• CPA or CMA

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.