The Financial Analyst is responsible for supporting financial planning, reporting, budgeting, forecasting, and analysis activities for assigned areas of the business.
Primary Functions
Budgeting & Forecasting
Support the preparation of annual budgets, periodic forecasts, and related financial analysis including working with the sales team and corporate overhead team leads to build and maintain driver-based budgeting models.
Assist with maintaining planning models and forecasting tools, including Workday Adaptive Planning.
Prepare headcount reporting and analyze variances against budget and forecast.
Assist in the development of supporting schedules, reports, presentations, and analyses for Finance leadership.
Collaborate with the Accounting team to support month-end close and reporting activities.
Reporting & Analysis
Monthly Reporting: Partner with Accounting in the preparation of monthly financial reports and management reporting packages.
KPIs: Support the development and maintenance of KPI reporting for business functions and cost centers.
Variance Analysis: Analyze variances between actual results, budgets/projections, and forecasts to ensure accurate financial reporting.
Prepare routine financial analyses and provide insights into business performance.
Cost Center Review: Support cost center managers by helping monitor spending, headcount, and operational metrics.
Prepare monthly sales commission calculations and review results with the sales team, resolving discrepancies and obtaining relevant approvals before payout.
Secondary Functions
Develop effective working relationships across departments and serve as a business partner to internal stakeholders.
Participate in process improvement initiatives to enhance reporting accuracy, efficiency, and scalability.
Support special projects, ad hoc analyses, and other Finance and FP&A initiatives as assigned.
Gain exposure to financial systems and reporting tools such as NetSuite, Workday Adaptive Planning, and Power BI.
Other duties as needed
Basic Qualifications
Bachelor's degree in Finance, Accounting, or a related field required.
0- 3 years of experience in finance, accounting, financial planning and analysis, or a related analytical role; internship experience desired (XPEL Internship preferred).
Basic understanding of accounting principles, financial statements, and financial concepts.
Experience supporting budgeting, forecasting, reporting, or financial analysis activities.
Proficient in Microsoft Excel and the Microsoft Office Suite.
Broad experience with other software and financial systems is desired, such as NetSuite, Onestream and PowerBI
Strong analytical, problem-solving, and organizational skills.
Effective verbal and written communication skills with the ability to present financial information clearly.
Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
XPEL is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Numbers & Facts
Location
San Antonio, TX
Skills
Accountingunmatched
Accounting Closeunmatched
Analysis Skillsunmatched
Budget Reportingunmatched
Budgetingunmatched
Commission Calculationunmatched
Communication Skillsunmatched
Corporate Salesunmatched
Cost Controlunmatched
Diversityunmatched
Expense Trackingunmatched
Financeunmatched
Financial Analysisunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Statementsunmatched
Financial Systemsunmatched
Forecastingunmatched
Leadershipunmatched
Management Reportingunmatched
Metricsunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Multitaskingunmatched
NetSuiteunmatched
Organizational Skillsunmatched
Performance Metricsunmatched
Power BIunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Reporting Skillsunmatched
Salesunmatched
Sales Commissionunmatched
Schedule Developmentunmatched
Team Playerunmatched
Variance Analysisunmatched
Writing Skillsunmatched
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