Financial Data Analyst

United Dairy Farmers•Norwood, OH

About The Position

The Financial Data Analyst is responsible for providing financial planning, analysis, and decision support to drive performance across the organization. This role partners closely with the Retail Controller and cross-functional stakeholders to deliver accurate forecasting, insightful variance analysis, and value-added business recommendations. The Analyst plays a key role in optimizing financial and analytical processes, enhancing data integrity, and translating complex financial information into clear, actionable insights for leadership.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent experience.
1–3 years of experience in financial analysis, FP&A, retail finance, or a related analytical role.
Strong understanding of accounting principles, financial statements, and analytical methodologies.
Advanced proficiency in Microsoft Excel and Microsoft Office (Word, PowerPoint); experience with financial reporting or BI tools strongly preferred.
Strong analytical and organizational skills with high attention to detail.

Nice To Haves

CPA, MBA, or other advanced degree
Experience in retail, multi‑unit, or operationally complex environments
Experience with process improvement methodologies (e.g. Six Sigma, project management, etc)

Responsibilities

Prepare and analyze daily, monthly, quarterly, and annual financial reports, forecasts, and performance dashboards.
Perform detailed variance analysis of actual results versus budget, forecast, and prior periods; investigate and document unusual items.
Develop trend analyses and quantitative models to identify performance drivers, risks, and opportunities.
Support budgeting and forecasting processes, including scenario and sensitivity analyses to inform strategic decision-making.
Partner closely with operational teams to support financial reporting and business performance analysis.
Provide value-added insights and recommendations to improve profitability, efficiency, and business outcomes.
Assist in preparing management presentations, discussion materials, and executive-ready reporting that highlights key issues and opportunities.
Establish and maintain strong working relationships with internal stakeholders and other key business partners.
Own and maintain key financial models, reports, and schedules; update and enhance them as business needs evolve.
Document, evaluate, and improve reporting and analytical processes to ensure accuracy, consistency, and scalability.
Work to optimize financial and analytical workflows with a strong focus on data integrity, controls, and automation.
Create and publish visual metrics and dashboards to clearly communicate business performance and trends.
Support special projects, and ad hoc analyses, including initiatives related to strategic investments.
Participate in and lead small projects related to financial analysis, reporting enhancements, and process improvement.
Assist with the development and monitoring of key operating and financial metrics in collaboration with the Retail Controller.