Financial Analyst
Finance
Summary
Versatile Financial Analyst needed to drive and support the preparation of financial plans, forecasts, outlooks, pricing, and analytics. Reporting directly to the CFO and partnering with business leaders, the Financial Analyst will be responsible for financial planning, proactive business analytics, sales modeling, deal/win strategic modeling, competitive analysis, reporting enhancements, actual vs forecast variance analysis explanations, and adhoc business performance projects and analytics.
Responsibilities:
- Prepare the company’s monthly, quarterly Forecast/ Outlook process
- Model maintenance – including P&L, Balance Sheet, Cash Flow, and Covenants
- Revenue, margin, and unit revisions via updates with Sales VP, Sales Operations Mgr. and Supply Chain Director
- Opex, Headcount, CapEx revisions via routine meetings and collaboration with Departmental Managers and VPs
- Present Outlooks to CFO and CEO as appropriate
- Prepare robust variance 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
- 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
- Prepare 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
- Collaborate with Sales and Accounting to prepare and analyze variable compensation plans and quotas, including exceptions and special incentives
Qualifications:
- Bachelor’s Degree in related field
Required Skills and Experience:
- 2-5 years related work experience
- Proficiency with Excel and complex modelling
- 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
To Apply:
Email your resume and cover letter to Hart InterCivic Jobs.
Have questions?
Connect with us.Navigating VVSG 2.0
Essential insights for enhancing election integrity and the voter experience.
Learn more