Sr Financial Analyst
About The Position
Advantage Solutions is a North American sales and marketing agency specializing in outsourced sales, merchandising, category management, and marketing services for manufacturers, suppliers, and producers of food products and consumer packaged goods. The company serves a range of retail trade channels and connects manufacturers with retailers to provide consumers access to products in the marketplace. The Senior Financial Analyst assists with coordinating, planning, and driving monthly forecasting and reporting, annual budgeting, analysis, and business-case modeling. The role structures and conducts analyses that produce actionable insights, improve forecasting and budgeting accuracy, and support quantitative decision-making. It may also involve reporting for Board of Directors meetings, bank compliance, and financial-statement segments or exhibits. The position works primarily in an office environment and is described as sedentary. Travel is required on an as-needed basis, while driving is not an essential job function. The role has no direct reports, but may delegate work and provide guidance, direction, and mentoring to indirect reports.
Requirements
- Bachelor’s degree or equivalent experience.
- 3–5 years of public accounting experience and/or equivalent experience at a large company.
- Experience with financial analysis, key performance metrics, budgeting, planning, performance-improvement initiatives, and new-business pro forma modeling.
- Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.
- Advanced Excel and data-analysis skills.
- Hands-on understanding of corporate or business-unit financial concepts and tools, including financial ratios and key metrics.
- Excellent written and verbal communication skills.
- Well-organized and detail-oriented, with the ability to work in a fast-paced environment.
- Ability to accurately manage multiple duties, frequent interruptions, and competing deadlines.
- Computer proficiency with Microsoft Word, Excel, PowerPoint, Access, and Outlook.
- Experience using computerized information systems for financial and/or accounting applications.
- Ability to sit for extended periods, hear the telephone, enter data on a computer, and potentially lift up to 10 pounds.
Nice To Haves
- MBA with an emphasis in Finance or Analytics.
- Experience with or interest in automation.
Responsibilities
- Assist with monthly forecasting by consolidating inputs, tracking variances, identifying key drivers of change, and finding opportunities to improve accuracy and processes.
- Assist with annual budgeting by developing baseline growth models, driving the planning calendar, and creating executive-level rollups for presentation.
- Communicate and engage cross-functionally to ensure the budget is comprehensive and tied to strategy.
- Identify, structure, and conduct ad hoc analyses to provide decision support and business insights.
- Perform analysis and modeling in support of RFPs, assess P&L impacts, and make recommendations.
- Contribute to and own monthly business performance reporting; summarize results, provide insights, and explain variances.
- Manage ongoing key metric reporting.
- Prepare or assist in obtaining corporate or business-unit information for required financial reporting, bank compliance, or management meetings.
- May delegate work and provide guidance, direction, and mentoring to indirect reports.
- Travel on an as-needed basis.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
