Business Analyst

PFG | Performance Good Group

1d•Onsite

About The Position

This position is responsible for supporting the business with processes and analysis involving pricing, invoices, payments, receiving, processing, and reconciling. While part of the role is process and transaction oriented, a portion of the role is geared toward projects such as enhancing and/or developing dashboards, pulling data and providing it to frontline leadership, deep diving into analytics to find insights for decision-makers, and working across departments on business analytics and continuous improvement initiatives. Additionally, this candidate will play a pivotal role in maximizing profitability by auditing profiles and charge discounts. The Business Analyst also plays a key role in strategic initiatives and operational support across several functions, including New and Lost Business tracking, Smart Stock Program compliance, vendor relations, international order coordination, and reporting on customer profitability. The ideal candidate is both analytical and detail-oriented, with the ability to manage complex data sets while also navigating day-to-day transactional work.

Requirements

4+ years experience in a business environment using a major ERP system, or a college degree in Business Administration, Accounting/Finance, or Information Technology.
Experience supporting sales, accounting, purchasing, or customer service functions in a warehouse or distribution environment.
Familiarity with Power BI, data visualization, and dashboard development.
Advanced proficiency in Microsoft Office Suite, particularly Excel, Outlook, Word, Access, and PowerPoint.
High attention to detail – capable of identifying discrepancies in invoices, discounts, and purchase orders.
Strong focus on internal and external customer service; able to collaborate effectively across teams.
Excellent communication and analytical thinking skills.
Ability to manage high-volume workloads with shifting deadlines and priorities.
Positive attitude, strong work ethic, and flexibility to work overtime when needed.

Responsibilities

Manage transactions for credits billed and/or unsaleable returns to vendors.
Review, monitor, and send supporting documentation for transaction activities with trade partners.
Manage and direct workflow of non-trade expense invoices to cost center owners.
Evaluate and prepare self-assessment of use taxes to report to the corporate tax department.
Perform other processes and table maintenance tasks surrounding master data.
Work alongside departments such as Purchasing and Customer Care on business analysis and process improvement projects.
All other job duties as assigned.
Monitor and report on New and Lost Business activity; manage Lost Business Forms (LBF) process.
Perform regular customer profitability analysis (monthly and quarterly) and provide insights to leadership.
Assist in tracking and processing International Orders and supporting documentation.
Collaborate with National Account Managers on reporting and item depletion analysis.
Maintain pricebooks and the Pricing Comparison Tool; ensure accuracy and version control.
Manage pricing updates and ensure timely implementation of price changes.
Ensure compliance with Smart Stock Program requirements and escalate deviations as needed.
Create and maintain interactive dashboards using Power BI and other reporting platforms.
Provide actionable insights and analytics for sales, supply chain, and executive teams.
Support the development and automation of new reports and business intelligence tools.