Financial Analyst
About The Position
Utilize Planful, Power BI, Microsoft Office Suite (Excel, PowerPoint, Outlook, and Teams) and NetSuite to conduct financial data modeling, forecasting, and performance analysis processes supporting commercial strategy and decision-making. Conduct market and competitive analysis to guide strategic decision-making and support long-term business growth and profitability. Also provide financial planning and analysis for the company’s business with a focus on both long- and short-term strategies. Drive business cases and decision-making for strategic and tactical initiatives to ensure profitability and sustainable growth. Analyze financial performance and conduct P&L analysis, supervise business planning, and ensure accurate financial performance measurement against Budget through variance analysis to achieve financial targets.
Requirements
- Proficiency in Planful, Power BI, Microsoft Office Suite (Excel, PowerPoint, Outlook, and Teams), and NetSuite
- Experience in financial data modeling, forecasting, and performance analysis
- Experience in market and competitive analysis
- Experience in financial planning and analysis for long- and short-term strategies
- Experience in driving business cases and decision-making for strategic and tactical initiatives
- Experience in analyzing financial performance and conducting P&L analysis
- Experience in supervising business planning
- Experience in financial performance measurement against Budget through variance analysis
- Experience in financial modeling techniques to assess financial impact of sales initiatives
- Experience in weekly/monthly financial analysis reporting on revenue trends, profitability, and key financial and sales performance metrics.
- Experience in communicating findings to management and sales teams
- Experience in sales and financial KPI variance analysis
- Experience in evaluating the financial viability of proposed deals, contracts, and partnerships
- Experience in collaborating with cross-functional teams
- Experience in P&L financial analysis for new and existing business opportunities
- Experience in monthly revenue forecasting and annual budgeting
- Experience in trade spend and revenue variance analysis
- Experience in partnering with Accounting to validate financial forecast and performance trends
- Experience in sales expense analysis and reporting
- Experience in preparing financial presentations for leadership
- Experience in ad-hoc analysis and support for Sales, Marketing, and Operations Teams
- Experience in leading digital transformation and financial planning & analysis software implementation initiatives
- Experience serving as a dedicated partner to external consultants on strategic projects
Responsibilities
- Subject matter expert in Financial Planning and Reporting Software, Excel, Power BI, and NetSuite
- Utilizing financial modeling techniques to assess financial impact of sales initiatives and provide actionable recommendations
- Weekly/Monthly Financial Analysis Reporting on revenue trends, profitability, and key financial and sales performance metrics.
- Communicating findings to management and sales teams to drive performance improvement
- Sales and Financial KPI variance analysis and insights to drive decision-making
- Evaluating the financial viability of proposed deals, contracts, and partnerships to ensure alignment with business objectives and profitability targets
- Collaborating with cross-functional teams to align on projects, influence decision-making, and manage business risks and opportunities
- P&L financial analysis for new and existing business opportunities with strategic discussions to optimize pricing strategy and profitability
- Monthly Revenue Forecasting and Annual Budgeting in collaboration with Sales and Brand leadership
- Trade spend and revenue variance analysis in partnership with Sales
- Partnering with Accounting to validate financial forecast and performance trends
- Sales expense analysis and reporting to improve spend efficiency
- Financial Presentations for Leadership
- Ad-Hoc Analysis/Support for Sales, Marketing, and Operations Team
- Leading digital transformation and financial planning & analysis software implementation initiatives
- Serving as the dedicated partner to external consultants on strategic projects
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
