Financial Analyst

SUMMARY:  The Financial Analyst will have an active role in analyzing and reporting financial results for the company. This person is a valued and important member of the financial planning & analysis department and a trusted partner to business leaders.



·       Assist with identifying areas to generate improved results in sales, cost of sales, expenses, pricing and inventory

·        Assist with preparation of monthly forecast

·        Assist with preparation of monthly financial reporting

·        Assist with the annual budget process

·        Ad hoc financial analysis as necessary



·        Deliver error free and timely reports on a daily, weekly and monthly basis

·        Refine existing reports/templates

·        Highlight key insights from data set or problem being analyzed

·        Other business analysis and reporting as directed. For example, Strategic Initiative scorecards

·        Ad hoc financial reporting as necessary


·        Develop working knowledge of business/industry and other departments, as well as understanding key drivers of the business

·        Develop exposure to peers and other teams to provide support and assistance in role



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

·       A bachelor’s Degree is required

·       A minimum of 2-5 years of related experience is required

·       Intermediate Excel and MS Office suite, working knowledge of Dynamics AX ERP

·       A customer-service attitude and orientation

·       Ability to manage multiple priorities

·       Ability to set goals and track progress towards completion

·       Strong verbal and written communications skills

·       A willingness to share information and collaborate with colleagues

·       Self-motivation and drive

·       Professional demeanor employing insight & judgement as well as integrity & ethics (confidentiality)