Financial Analyst

POSITION OVERVIEW

Supports strategic financial planning, performance monitoring, process improvement, and data-driven reporting that enables informed decision-making and helps improve company financial performance. Evaluates profitability, pricing, promotional effectiveness, and ROI, and develops and maintains databases and dashboards that visualize key performance metrics. Develops financial models; supports budgeting and forecasting; manages and optimizes consignment inventory held in customer-facilities; and prepares appropriate accounting entries related to cost, sales, and marketing activity.

POSITION FUNCTIONS

• Percentage Position Functions 50%:

  • Financial Planning & Analysis
    • Develop and maintain financial models for forecasting, budgeting, and strategic planning.
      • Contributes to the annual budgeting process, including data preparation and distribution.
        • Assist in the development of business cases for new initiatives, product launches, or market expansions.
          • Support the company’s sales & operations planning (S&OP) process by aligning financial forecasts with operational plans and contributing to cross-functional planning discussions.
            • Collaborate with sales and marketing teams to assess pricing strategies and promotional effectiveness.
              • Perform pricing analysis to evaluate profitability, competitive positioning, and margin impact, including the creation and ongoing updates of company-wide price lists.
                • Prepare and post journal entries related to sales and marketing activities, ensuring accurate financial representation of trade spend, promotions, and accruals.
                  • Partner cross-functionally with sales, customer service, and operations to help analyze and resolve sales, royalties, fines/deductions, and other customer-related issues.
                    • Lead ad-hoc analysis and special projects to support strategic initiatives and respond to executive inquiries.