Financial Analyst I

Andrews Distributing•Dallas, TX

About The Position

The Financial Analyst is responsible for financial research and analysis for use in the development of business strategies and tactics for Customer revenue growth. This role will be a data intensive role focused on top line sales and margin growth. The Financial Analyst will focus on competitive pricing/analysis-based competitive strategies, market share growth, financial analyses focused on customers, pricing sensitivity analysis, competitive analyses, vendor analysis and working with external organizations to extract data. This role is part of the Finance, Accounting and Compliance team. WORK TASKS The Financial Analyst can be expected to perform the following tasks in this role as a routine part of their job: Develops analytical business solutions and recommends the appropriate use of transactional data, syndicated data and other forms of secondary data available to drive projects throughout Brand, Sales and Planning teams. (45%) Leads analysis to provide business recommendations and solutions focused on competitive pricing/analysis-based competitive strategies, market share growth, financial analyses focused on customers, pricing sensitivity analysis, competitive analyses and vendor analyses. Fosters a strategic partnership with Brand Leaders by helping guide and recommend portfolio profitability decisions. Works in conjunction with financial planning and analyses in forecasting, pricing and market share discussions and post evaluations. Ensures continuous improvement in pricing projects and works with Brand leaders to learn insight from price changes and cascade those learnings to the Brand, Sales and Planning teams. Develops, maintains and reports on KPIs that drive daily, weekly, and monthly measurement of price changes in the marketplace with pre- and post-analysis. Collaborates with the Customer Centric Planning team on customer focused projects with the understanding the impact of customer demographics. Provides the analysis and reports for business planning meetings to ensure the Brand team has information to build a prescriptive activity plan in support of the quarterly Brand Plan with data and analytics. Provides financial modeling input into business cases, costs, and schedules to support customer growth revenue. Applies understanding of business strategies, objectives, and environment to develop, recommend and implement solutions. Collaborates and provides guidance to the Financial, Brand, Sales and Human Resources teams in ad-hoc financial analyses as it relates to revenue growth, market share growth and costs optimization utilizing spatial analytics. (20%) Analyzes multiple levels of data across the company through customer using financial and supplier data. Maintains data sharing policy and confidentiality across suppliers. Collaborates with Information Technology and Communications teams as needed to align processes and procedures. Conducts research using a variety of data sources and selects information needed for the analysis of customer revenue growth. Partners with Market Intelligence, Pricing Optimization, Category Management, Brand and Sales teams in delivering fact-based selling stories for high-value sales team calls that optimize both customer and Andrews’ profitability potential. (20%) Attends meetings, gathers, researches and analyzes data to provide information identify, quantify, and predict consumer buying behavior. Produces data, reports and presentations as needed in support of sales processes and goals. Provides financial analytics and reporting based on best practices and identifies opportunities to improve current processes. Develops, maintains and reports on customer KPIs. Provides technical and analysis guidance on analyzing data trends and reports to help guide decision making. Evaluates opportunities for growth, by supporting Brand leadership in their effectiveness with shared key insights of the market changes in collaboration with the PMO team. (10%) Partners with the Project Management Office (PMO) team to execute projects company-wide. Uses and follows PMO-recommended process and procedures to ensure alignment. This is a multi-level role, levels are based on Financial Analysis, Modeling and Data Analysis knowledge, experience and expertise, and complexity of departmental/cross-functional project/process assignments. This list is not all inclusive of other tasks and subtasks that may be necessary in performing this role, but rather an overview of the role’s primary work tasks.

Requirements

Bachelor’s Degree; Finance, Accounting or Other Related Field
Three to Five Years Financial/Business Analysis and/or Modeling Experience
Strong Analytical and Analysis Skills; Financial Analysis, Accounting Analysis, and/or Business Analytics
Strong Communication and Relationship Building Skills
Previous Business Statistical Analysis Experience; Data-based Decision-Making Models
Proven Technical Skills; Ability to Learn New Systems, Technologies and Processes Easily and Independently

Nice To Haves

Master’s Degree; Business, Economics, Statistics or Other Related Field
Financial Acumen
Experience Using Data Query Tools
Experience Using Financial, Statistical and/or Programming Tools (i.e. MS Office, R, SAS, Alteryx etc.)

Responsibilities

Develops analytical business solutions and recommends the appropriate use of transactional data, syndicated data and other forms of secondary data available to drive projects throughout Brand, Sales and Planning teams.
Leads analysis to provide business recommendations and solutions focused on competitive pricing/analysis-based competitive strategies, market share growth, financial analyses focused on customers, pricing sensitivity analysis, competitive analyses and vendor analyses.
Fosters a strategic partnership with Brand Leaders by helping guide and recommend portfolio profitability decisions.
Works in conjunction with financial planning and analyses in forecasting, pricing and market share discussions and post evaluations.
Ensures continuous improvement in pricing projects and works with Brand leaders to learn insight from price changes and cascade those learnings to the Brand, Sales and Planning teams.
Develops, maintains and reports on KPIs that drive daily, weekly, and monthly measurement of price changes in the marketplace with pre- and post-analysis.
Collaborates with the Customer Centric Planning team on customer focused projects with the understanding the impact of customer demographics.
Provides the analysis and reports for business planning meetings to ensure the Brand team has information to build a prescriptive activity plan in support of the quarterly Brand Plan with data and analytics.
Provides financial modeling input into business cases, costs, and schedules to support customer growth revenue.
Applies understanding of business strategies, objectives, and environment to develop, recommend and implement solutions.
Collaborates and provides guidance to the Financial, Brand, Sales and Human Resources teams in ad-hoc financial analyses as it relates to revenue growth, market share growth and costs optimization utilizing spatial analytics.
Analyzes multiple levels of data across the company through customer using financial and supplier data.
Maintains data sharing policy and confidentiality across suppliers.
Collaborates with Information Technology and Communications teams as needed to align processes and procedures.
Conducts research using a variety of data sources and selects information needed for the analysis of customer revenue growth.
Partners with Market Intelligence, Pricing Optimization, Category Management, Brand and Sales teams in delivering fact-based selling stories for high-value sales team calls that optimize both customer and Andrews’ profitability potential.
Attends meetings, gathers, researches and analyzes data to provide information identify, quantify, and predict consumer buying behavior.
Produces data, reports and presentations as needed in support of sales processes and goals.
Provides financial analytics and reporting based on best practices and identifies opportunities to improve current processes.
Develops, maintains and reports on customer KPIs.
Provides technical and analysis guidance on analyzing data trends and reports to help guide decision making.
Evaluates opportunities for growth, by supporting Brand leadership in their effectiveness with shared key insights of the market changes in collaboration with the PMO team.
Partners with the Project Management Office (PMO) team to execute projects company-wide.
Uses and follows PMO-recommended process and procedures to ensure alignment.