Senior Financial Analyst

Senior Financial Analyst

SUMMARY

Versatile Financial Analyst needed to drive and support the preparation of financial plans, forecasts, outlooks, pricing, and analytics.  Reporting directly to the Corporate Controller and partnering with business leaders, the Financial Analyst will be responsible for financial planning (P&L, Balance Sheet & Cash Flow), proactive business analytics, sales modeling, list pricing processes, deal/win strategic modeling, competitive analysis, reporting enhancements, actual vs forecast variance analysis explanations, and adhoc business performance projects and analytics. 

RESPONSIBILITIES

  • Manage the company’s monthly, quarterly Forecast/ Outlook process
    • Financial model creation and integration - including P&L, Balance Sheet, Cash Flow, and Covenants
    • Update and maintain existing financial models, ensuring all modeling aligns with business projections
    • Revenue, margin, and unit revisions via updates with Sales VP, Sales Operations Mgr. and Supply Chain Director
    • Opex, Headcount, CapEx revisions via updates with Departmental VPs
    • Present Outlooks to CFO and CEO as appropriate
  • Prepare robust variance analysis and performance reporting weekly / monthly / quarterly / annually
    • Create variance reports of Forecast/Outlook vs Budget, Actual vs Budget
    • Support writing of quarterly Management Discussion & Analysis (MD&A)
    • Ad hoc reporting to support Private Equity partners and/or Board of Director meetings
  • Create and present analytics to support management (examples, not exhaustive)
    • Hypothetical scenarios on sales and OPEX changes against plan
    • Customer Total Cost of Ownership (TCO) analysis on current product offering
    • Margin and discounting analysis  - product level and/or customer level
    • Supply Chain demand/supply analytics
    • Revenue analytics by product, by customer, per precinct spend, etc.
    • Pricing trends/compares vs competitors
    • State level compares and summaries
    • Due diligence requests as required by banking or Private Equity transactions
  • Manage the Yearly Budget (e.g. Annual Plan) process
    • Ensure synch with the ELT Strategic Planning process
    • Create the calendar and associative meetings and checkpoints
    • Create and maintain the Budget model and Executive output deliverables
    • Manage Budget workbooks
    • Work with department heads on Budget direction and iterations
    • Prepare powerpoint decks for Private Equity owners, banking partners, and Board of Directors
  • Own the company’s pricing processes
    • Manage the PCOM forum for list pricing decisions
    • Prepare iterative deal pricing portions of RFP responses
    • Work with Sales team to arrive at recommended pricing
    • Develop and Present analysis for Executive Review – including revenue, margin, and cash impacts, along with competitive models
    • Document results of review and Executive approvals
    • Maintain competitive pricing database

QUALIFICATIONS

Education

  • Bachelor's Degree in r related field, MBA preferred

Required Skills and Experience

  • 5-10 year related work experience
  • Advanced Excel modelling skills and analytical ability
  • Proficiency with P&L analysis, including RUM (revenue, units and margin) and opex variance analysis
  • Ability to deal with ambiguity
  • Accuracy
  • Effective time management and ability to adapt quickly to changing priorities
  • Strong attention to details
  • Able to work independently and as part of a team
  • Excellent written and verbal communication skills
  • Personal and organizational maturity with intellectual curiosity
  • Highly motivated, strong work ethic
  • Superior organizational skills
  • Ability to multi-task

HOW TO APPLY

Email your resume and cover letter with salary requirements to [email protected]. Please put "Senior Financial Analyst" in the email subject field.

Authorization to work in the US is necessary. No visa sponsorship is available at this time. No third parties.

 

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