Financial Analyst

The Financial Analyst position plays a pivotal role supporting the company’s main business unit and provides management with a forecast of the company’s performance for the upcoming month, quarter and year. The position will work with Commercial and Operations Leadership in continuously analyzing financial results through budget and forecast models and ensures accurate financial information. This function acts as the analytical engine of the company to provide insights and support optimal and accurate forecasting providing key insights on trends and sales performance.

Essential Duties and Responsibilities

• Develops and enhances sales reporting by creating financial projections and models.

• Analyzes and updates monthly forecasting process

• Prepares and analyzes historical sales data and partners with commercial leadership and business units to develop critical reports and analytics

• Meets regularly with various business partners to provide insight into performance

• Provides scenario plans driven by pricing & volume changes

• Performs extensive data reconciliation and consolidation to produce clear insightful reporting

• Monitors performance indicators, highlighting trends and analyzing causes of unexpected variance in all areas of revenue, cost of sales and expenses

• Assists leadership in tracking pertinent KPIs, preparing financial reports, and analyzing key business drivers.

• Compiles and organizes data for leadership presentations

• Reviews and analyzes financial statements and reports.

• Works collaboratively with commercial team on customer or territory mining to understand business trends and supports pipeline to revenue reconciliation

• Prepares monthly financial reporting including variance and financial statement analysis.

• Measures and reports company/individual performance to company bonus and commission plans

• Takes lead role in budget/forecast P&L and balance sheets while improving business profitability and maximize cash flow

• Performs adhoc reporting and analysis for management

• Works with finance and accounting team to stream-line timing to reduce the closing time