Financial Analyst

 

Purpose

The Financial Analyst plays an instrumental role in supporting and identifying business trends and insights for the Commercial team.  The Analyst reports directly to the VP of Finance and at the same time acts as a trusted advisor and strategic thought partner to his/her assigned General Manager. The selected candidate will be an integral part of the channel’s Leadership team, play a key role in navigating business and management challenges, and collaborate across a variety of business partners.  This position is responsible for performing financial reporting, analysis, forecasting, inventory management and pricing/margin assessments.

 

Areas of Responsibility / Tasks

Performance must reflect appropriate level of expertise and achievement of the desired results for the items listed below.   

                

1. Essential Functions

1. Partners with leaders across the channel to contribute to strategic planning efforts and influences positive decision making
2. Confirms that the financial strategies and initiatives are integrated with corporate and business strategies
3. Prepares accurate and timely financial reporting, including working capital and forecasting reports in support of business reviews or decision-making assessments
4. Interprets financial results and provides recommendations for business segment
5. Provides leadership and training on key financial and business segment initiatives
6. Responds to commercial requests for market data and intelligence
7. Assists in the preparation of reports and presentations for strategic suppliers
8. Assists in the preparation of reports and presentations for key customers
9. Assists in guiding the business intelligence team on the channel's data and reporting needs
10. Manages commercial and operational projects that may be assigned by management
11. Works across all levels of the business and corporate organizations and must be able to effectively engage and communicate financial needs to the commercial organization

 

4.    All other duties as assigned

 

Supervisory Responsibilities

1. N/A

 

Competencies; Knowledge, Skills, Abilities (KSA)

To perform this role successfully, an individual must have experience achieving desired result(s) in their areas of responsibility. The requirements listed below are representative of observable behaviors and essential knowledge, skill, and abilities required of a successful incumbent within our culture.           

1. Strong understanding of accounting, financial reporting, and financial management principles
2. Knowledge of relevant financial regulations and compliance requirements (e.g., GAAP, IFRS)
3. Proficiency in creating and analyzing financial models for forecasting and budgeting
4. Ability to interpret complex financial data, identify trends, and make data-driven decisions
5. Strong skills in spreadsheet software (e.g., Microsoft Excel)
6. Precision in analyzing financial reports and ensuring accuracy in data
7. Ability to convey financial information clearly to stakeholders, both verbally and in writing
8. Ability to assess situations, draw logical conclusions, and make informed decisions based on data analysis
9. Capability to manage multiple tasks and meet deadlines in a fast-paced environment
10. Ability to work effectively in cross-functional teams and engage with various stakeholders
11. Strong sense of integrity and adherence to ethical standards in financial reporting and analysis
12. Flexibility to adjust to changing financial regulations, market conditions, and organizational needs

 

 

Minimum Qualifications/ Education / Experience / Certifications

1. Education:
   1. Bachelor’s degree in Finance, Accounting or related training equivalent required
   2. Equivalent experience considered in lieu of degree
2. Experience:
   1. 0-2 years of relevant experience
3. Licenses / Certifications:
   1. Valid driver’s license – required
4. Language:
   1. Proficiency in English required
   2. Bi-Lingual – Spanish or Portuguese is a plus

 

Work Environment / Conditions

The work environment/conditions described herein are representative of those that an incumbent may experience, and therefore

1. Must be adaptable to work in a shared space, with constant noise, with/or without the use of a private office
2. This position is a hybrid in-office/work from home role

 

 

Physical Requirements / Demands

The physical demands described herein are representative of those that must be met by an incumbent to successfully perform the essential functions of this job. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions & physical demands of this role.

1. While performing the duties of this job, the incumbent is regularly required to communicate verbally, read, and comprehend information, type on a consistent and daily basis.
2. Push, pull, and lift to 40lbs on a weekly basis.
3. While performing the duties of this job, the incumbent is regularly required to travel by foot, car, bus, airplane, or other means of transportation which require sitting, waiting, and standing for long and short periods of time.
4. Ability to setup desk equipment including setting up equipment on top of desks and connecting cables and power cords under desk (requiring lifting, bending, pushing, pulling).

 

 

Acknowledgement:

This job description is not an exhaustive list of areas of responsibility or tasks that an incumbent in this position may be asked to perform. All Employees are required to deliver the desired results intended for their role, at the designated level of knowledge, skill, and ability commensurate with their job title and level within the organization.