Overview
The Finance Operational Analyst Senior is responsible for providing financial support for critical areas and time-sensitive processes such as the annual budget, periodic forecasts, and the month-end closing cycle. This role involves preparing various financial activities including data gathering, trending, modeling, forecasting, planning, and reporting. The analyst collects information from multiple areas across the organization to build models that provide insight into underlying business dynamics.
Responsibilities
- Prepare and review accurate and timely financial and business-related analyses, research, and forecasts.
- Perform advanced trend and variance analyses, incorporating data from different areas and synthesizing findings that include cross-functional impacts, trends, and industry news.
- Translate findings into process improvements.
- Manage weekly, monthly, and quarterly reporting and updates to the management team.
- Maintain key performance indicators (KPIs) for assigned areas.
- Provide insights into business performance and translate findings into potential action plans.
- Conduct financial evaluation research and analysis by compiling data from various internal and external sources.
- Present research and analysis results to management.
- Support annual budgeting and periodic forecasting for assigned business areas, including variance analysis and sensitivity testing.
- Play a leadership role in critical planning and analysis processes.
- Develop and own complex short-term (1 year) forecasting models and support long-term (3–5 year) forecasting models, primarily driver-based on multi-function business activity inputs.
- Lead process improvements and strategic initiatives within functional areas under supervision.
- Analyze business processes and provide suggestions for improvement.
- Articulate the impact of analysis, modeling, and business decision support on key financial measures such as Gross Profit, Operating Margin, Days on Hand (DOH), and Days Sales Outstanding (DSO).
- Conceptualize, develop, and present business cases to financial and business leadership.
- Act as an internal consultant and interact with management at all levels.
- Perform other relevant duties as required.
Requirements
Education/Certifications
- Bachelor’s degree in Finance, Accounting, or a related field.
- MBA or CPA preferred.
Experience
- Minimum of 5 years of Financial Planning & Analysis (FP&A) experience.
- Experience with data visualization tools such as Tableau or Power BI is a plus.
- Experience with Oracle and financial reporting and planning tools is a plus.
- Strong strategic planning, financial, and operational/business background; not purely financial.
- Financial modeling experience.
- Budgeting and forecasting experience is a plus.
- Demonstrated success in multiple, difficult, and complex financial analyses.
Knowledge, Skills, and Abilities
- Thorough knowledge of economic, market, consumer, and business research and analysis for wholesale industries.
- Ability to clearly articulate and present ideas concisely.
- Active listening skills to identify important facts, assumptions, and relevant information.
- Advanced proficiency in Microsoft Office applications including Excel, PowerPoint, Word, and Access.
- Ability to work effectively both independently and as part of a team.
- Outstanding analytical skills (numerical and verbal).
- Strong business acumen.
- Self-driven and highly motivated.
- Ability to work effectively within a complex, fast-paced organization.
- Leadership skills to direct work across the company without direct line authority.
- Strong administrative, organizational, and relationship-building skills.
- Excellent written and verbal communication skills.
- Strong interpersonal skills, discretion, diplomacy, and judgment.
- Positive, proactive, and flexible attitude with the ability to take full ownership of responsibilities.
- Ability to work under pressure and manage multiple tasks simultaneously.
- Ability to manage confidential information.
- Statistical modeling skills are a plus.
- Excellent research and analysis skills.
- Good judgment, especially when direct supervision is not immediately available.
Work Environment
- This is a remote role where the associate will perform work from their primary residence.
- Remote associates may work from an office but are not required to do so.
- Occasional travel may be required to company offices, distribution centers, or other locations for meetings or business reasons.
Physical Environment/Demands
- Most work is performed in a temperature-controlled office environment.
- The role involves sitting for long periods at a desk or computer terminal.
- Regular use of hands for typing, handling, and reaching.
- Use of calculators, keyboards, telephones, and other office equipment.
- Stooping, bending, twisting, and reaching may be required.
Compensation & Benefits
- Competitive 401(k) plan.
- Flexible paid time off (PTO) plan.
- Health benefits effective the first of the month following 30 days of employment.
- Mentorship and developmental opportunities.
- Paid time off, sick time, paid holidays, and parental leave.
- Medical, dental, vision, life, and accidental death/dismemberment insurance.
- Short-term and long-term disability insurance.
- Flexible Spending Account and/or Health Savings Account options, subject to eligibility.
Compensation will depend on factors including education, experience, training, and applicable collective bargaining agreements. Pay transparency is maintained in compliance with applicable laws.
Location
Remote position with occasional travel as needed. Candidates may be located in Washington state or other locations, with Washington-specific paid time off details applicable where relevant.
Equal Opportunity
The employer is an Equal Opportunity employer committed to creating an inclusive and respectful environment. All qualified applicants will receive consideration without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or other protected categories. Accommodations are available upon request during the selection process. Employment consideration includes applicants with arrest or conviction records in accordance with applicable fair chance laws.