Business Financial Analyst
About The Position
This position requires working onsite at the Reading, PA corporate office three days a week. The Business Financial Analyst I collects, analyzes, interprets, and reports business and financial information to support operational and financial decision-making. Working within established business objectives and reporting frameworks, this role evaluates business performance, identifies trends and variances, develops recommendations, and provides analytical support to Finance, Sales, Marketing, and Information Technology. The position exercises independent judgment in the analysis of data, resolution of reporting issues, and identification of opportunities to improve business processes, reporting effectiveness, and data quality. The role contributes to informed decision-making by delivering accurate, timely, and actionable business insights.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Statistics, or a related analytical field.
- One to three years of experience in financial analysis, business analytics, accounting, reporting, or a related business function.
- Advanced proficiency in Microsoft Excel and experience working with large datasets and analytical models.
- Demonstrated ability to analyze business and financial information, identify trends and issues, and develop practical recommendations.
- Strong analytical, problem-solving, organizational, and communication skills.
- Ability to exercise independent judgment, manage multiple priorities, and work effectively with limited supervision.
- Ability to communicate analytical findings and recommendations to business stakeholders and management.
Nice To Haves
- Experience with SAP, Salesforce, or other ERP and CRM systems.
- Experience with Microsoft Access, SQL, data management tools, or similar analytical platforms.
- Experience with Power BI, Tableau, or other business intelligence and data visualization tools.
- Exposure to financial reporting, sales analytics, incentive compensation, rebate administration, forecasting, or business planning activities.
Responsibilities
- Analyze sales, operational, and financial data and prepare reports, summaries, and recommendations that support management decision-making and business performance.
- Evaluate monthly sales and financial results, investigate variances and trends, identify key business drivers, and provide analysis to support operational and financial reviews.
- Maintain and analyze databases and datasets related to sales, rebates, commissions, expenses, and other business activities to ensure data integrity and reliability of reporting outputs.
- Analyze rebate and commission program data to support accrual calculations, payment validation, forecasting, program effectiveness assessments, and management reporting.
- Conduct recurring and ad hoc analyses to identify trends, risks, opportunities, and performance drivers and communicate findings to business stakeholders.
- Collaborate with Finance, Sales, Marketing, and IT teams to evaluate reporting requirements, recommend reporting enhancements, and support implementation of process and system improvements.
- Exercise independent judgment in identifying data anomalies, determining appropriate analytical approaches, prioritizing requests, and recommending solutions to business issues.
- Assess reporting processes, data quality controls, and business procedures and recommend improvements that enhance efficiency, accuracy, compliance, and effectiveness.
- Support budgeting, forecasting, financial planning, and other business planning activities through analysis, reporting, and data-driven recommendations.
- Participate in special projects and business initiatives by conducting analyses, evaluating alternatives, and presenting findings and recommendations to management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
