Financial Analyst, Budgeting and Margin

Job Summary Compensation: $72,142 - $101,-050 The Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership. Responsibilities/Duties Budgeting and Forecasting:Support annual budgeting process for sales, margin, and operating expensesCoordinate P&L forecasting process for mid-year P&L updatesDevelop variance analyses for budget and forecast presentations to executive leadershipEnsure accuracy and timeliness of key budget, forecast, and reporting deliverables Margin Analysis:Publish and present monthly margin analysis based on vendor and customer pricingPartner with business and operations to understand margins and recommend opportunities Process Improvement and Documentation:Respond to customer feedback to improve budget, forecast, and margin processesDocument workflows, analytical techniques, and business processes Reporting and Ad-Hoc Analysis:Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins Miscellaneous:Other duties as required to benefit the organization Leadership Competencies Leads SelfCommunicates Effectively & CandidlyDrives for ResultsDemonstrates AccountabilityTakes InitiativeCollaborates Qualifications/Skills Technical Proficiency:Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and WordProficiency in the use of ERP accounting software; SAP preferred Financial Knowledge:Understanding of complex financial ratios and financial performance measurementsGeneral knowledge of GAAP and accounting theory Analytical and Data Interpretation Skills:Strong interest in interpreting and telling a story with data, trends, and analysis Attention to Detail and Teamwork:Detail-oriented, ability to work independently and as part of a team Communication Skills:Must have good written, verbal, and analytical skills Education And/or Experience Bachelor’s degree in accounting, finance, economics, math, or related field2+ years accounting/finance experience preferred