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.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

Analysis

·       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

 

Reporting

·        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


Other

·        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

 

QUALIFICATIONS:

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)