Job Title
Financial Analyst
Location
Plano, TX
Position Description
We are seeking a detail-oriented Financial Analyst with strong accounting and reconciliation experience to support financial reporting, promotional claims reconciliation, and payment analytics. The ideal candidate will have hands-on experience with SAP R/3, advanced Excel capabilities, and the ability to analyze financial data to provide actionable business insights.
Roles Responsibilities
• Analyze actual operating results, interpret financial data, and present findings to management.
• Respond to budget and financial reporting requests from stakeholders.
• Reconcile promotional claims and POS (Point of Sale) activity.
• Investigate and resolve payment reconciliation discrepancies arising from audits, exception reports, or remittance changes.
• Generate reports to validate payments and resolve financial variances.
• Reconcile carrier commissions against in-store reporting to ensure accurate and timely payments.
• Deliver financial reporting, analytics, and spending insights to business stakeholders.
• Build spreadsheets, reports, charts, and financial models to support decision-making.
• Analyze business and financial trends to forecast revenues, expenses, and operational performance.
Skills
• Bachelors degree in Accounting, Finance, or related field.
• 5 to 7 years of financial analysis and/or accounting experience.
• Strong accounting and reconciliation background.
• Hands-on experience with SAP R/3 or similar ERP systems.
• Advanced Microsoft Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, reporting, reconciliations).
• Strong analytical, communication, and problem-solving skills.
• Ability to work independently and manage multiple priorities.
Education
• Bachelors degree in Accounting, Finance, or related field