Financial Analyst - Supplier Management

Watsco Inc. is a member of the Fortune 500, and the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry. We sell over 1.2M HVAC/R units every year through our 673 locations where more than 6,900 team members bring essential, sustainable comfort to families and businesses across the Americas.

At Watsco, we recognize our responsibility to help drive the transition to a lower carbon future. That's why we are committed to providing high efficiency, low carbon HVAC equipment and energy-saving parts and supplies to households and businesses across the Americas. Since January 2020, Watsco's sales of high efficiency equipment has reduced future CO2e emissions by over 14.7 M MT.

Learn more about our impact and how you can become part of this transformation at www.watsco.com/environment

We are actively looking to add a financial analyst to work with our Supplier Management team.

Key Responsibilities:

• Ensure data integrity and accuracy by regularly conducting reviews, audits and validation of supplier financial data within Watsco systems.
• Collaborate with IT to enhance and optimize the use of Watsco applications in managing supplier data and financial processes.
• Support the integration of supplier management data with other Watsco systems, such as ERP platforms, to streamline Watsco operations.
• Assist with the forecasting process by providing financial data analyses and insights derived from Watsco applications.
• Participate in cross-functional projects that require the use of all Watsco software tools to improve supplier collaboration, performance tracking, and cost and ROI management.

Other Responsibilities:

• Software tools - Use Salesforce, Enable, PriceFX, MicroStrategy, and Excel to collect, analyze, and manage supplier and financial data. Excel skills include creating pivot tables, VLOOKUPs, macros, and complex formulas.
• KPIs - Create and maintain KPIs for tracking supplier rebates, ensuring accurate accruals, and forecasting financial outcomes.
• Data analysis - Use BI, Enable, and similar tools for data visualization to create dashboards and reports that provide insights into supplier financial performance and rebate management.
• Document management - Create solutions for document management and collaboration across procurement, finance, and accounting departments.
• Reporting - Prepare financial analyses and reports using Microsoft Office tools, ensuring clear communication of rebate status and financial impact to stakeholders.
• Business process development - Develop and document processes using Enable & Salesforce for standardizing rebate accounting procedures.
• Drive collaboration - Train procurement and accounting staff on BI, Enable & Salesforce applications related to rebate management and financial analysis.