Financial Analyst - Budgeting & Margin Analysis

About the Opportunity

Our client, a leading organization within the industrial products and distribution sector, is seeking a Financial Analyst - Budgeting & Margin Analysis to join its Finance team. This role will play a key part in the budgeting, forecasting, reporting, and margin analysis processes while partnering closely with executive leadership, operations, and business stakeholders to drive financial performance and support strategic decision-making.

Location:
Eden Prairie, MN

Work Model:
Hybrid, 3 days on-site required per week
No relocation, the client is only considering candidates currently residing in the state of Minnesota.

Compensation:
$80,000 - $105,000/year

Key Responsibilities

Budgeting & Forecasting

• 
  
• Support the annual budgeting process, including sales, gross margin, and operating expenses.
• 
  
• Coordinate periodic P&L forecasting and mid-year financial updates.
• 
  
• Prepare variance analyses and executive-level presentations comparing actual results against budget and forecast.
• 
  
• Ensure the accuracy, integrity, and timeliness of budgeting, forecasting, and reporting deliverables.
• 
  

Margin Analysis & Business Partnership

• 
  
• Prepare and present monthly margin performance analyses, including customer, product, and pricing trends.
• 
  
• Partner with operations and business leaders to identify drivers of profitability and opportunities for margin improvement.
• 
  
• Provide actionable recommendations based on financial and operational data.
• 
  

Process Improvement

• 
  
• Identify opportunities to enhance budgeting, forecasting, reporting, and margin analysis processes.
• 
  
• Develop and maintain process documentation, workflows, and analytical methodologies.
• 
  
• Support continuous improvement initiatives across the finance function.
• 
  

Reporting & Analytics

• 
  
• Create, maintain, and distribute recurring and ad hoc financial reports.
• 
  
• Analyze business performance trends and provide insights to support decision-making.
• 
  
• Help translate complex financial data into meaningful business recommendations.
• 
  

Additional Responsibilities

• 
  
• Support special projects and other finance-related duties as needed.
• 
  

What We're Looking For

Technical Skills

• 
  
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• 
  
• Experience working with ERP systems; SAP experience is preferred.
• 
  
• Strong financial modeling, reporting, and analytical capabilities.
• 
  

Financial & Analytical Expertise

• 
  
• Understanding of financial metrics, profitability analysis, and performance measurement.
• 
  
• Working knowledge of GAAP and general accounting principles.
• 
  
• Ability to interpret complex data and communicate actionable insights.
• 
  

Professional Skills

• 
  
• Detail-oriented with strong organizational skills.
• 
  
• Ability to work independently and collaboratively in a team environment.
• 
  
• Excellent verbal, written, and presentation skills.
• 
  
• Self-motivated with a strong sense of accountability and initiative.
• 
  

Preferred Qualifications

• 
  
• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field.
• 
  
• 2+ years of experience in finance, accounting, FP&A, or financial analysis.
• 
  
• Experience supporting budgeting, forecasting, and profitability analysis within a distribution, manufacturing, or industrial environment is a plus.
•