Financial Analyst

About the Role

The Financial Analyst supports financial planning, reporting, budgeting, forecasting, and analysis activities for assigned areas of the business.

Responsibilities

• Budgeting & Forecasting
  • Support the preparation of annual budgets, periodic forecasts, and related financial analysis, including working with the sales team and corporate overhead team leads to build and maintain driver-based budgeting models.
  • Assist with maintaining planning models and forecasting tools, including Workday Adaptive Planning.
  • Prepare headcount reporting and analyze variances against budget and forecast.
  • Assist in the development of supporting schedules, reports, presentations, and analyses for Finance leadership.
  • Collaborate with the Accounting team to support month-end close and reporting activities.
• Reporting & Analysis
  • Monthly Reporting: Partner with Accounting in the preparation of monthly financial reports and management reporting packages.
  • KPIs: Support the development and maintenance of KPI reporting for business functions and cost centers.
  • Variance Analysis: Analyze variances between actual results, budgets/projections, and forecasts to ensure accurate financial reporting.
  • Prepare routine financial analyses and provide insights into business performance.
  • Cost Center Review: Support cost center managers by helping monitor spending, headcount, and operational metrics.
  • Prepare monthly sales commission calculations and review results with the sales team, resolving discrepancies and obtaining relevant approvals before payout.
• Secondary Functions
  • Develop effective working relationships across departments and serve as a business partner to internal stakeholders.
  • Participate in process improvement initiatives to enhance reporting accuracy, efficiency, and scalability.
  • Support special projects, ad hoc analyses, and other Finance and FP&A initiatives as assigned.
  • Gain exposure to financial systems and reporting tools such as NetSuite, Workday Adaptive Planning, and Power BI.
• Other duties as needed.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field required.
• 0-3 years of experience in finance, accounting, financial planning and analysis, or a related analytical role; internship experience desired (XPEL Internship preferred).
• Basic understanding of accounting principles, financial statements, and financial concepts.
• Experience supporting budgeting, forecasting, reporting, or financial analysis activities.
• Proficient in Microsoft Excel and the Microsoft Office Suite.
• Broad experience with other software and financial systems is desired, such as NetSuite, OneStream, and Power BI.
• Strong analytical, problem-solving, and organizational skills.
• Effective verbal and written communication skills with the ability to present financial information clearly.
• Ability to work collaboratively in a fast-paced environment and manage multiple priorities.