Financial Analyst I

About the role

Supports Border States financial planning and analysis function through financial analysis, budgeting, forecasting, profitability plans, financial metric monitoring and reporting to various levels of management. Analyzes actual vs. budgeted financial results, analyzes financial information against internal and external benchmarks, and assists departments and branches with financial model creation.

Responsibilities

• Plays a key role in the preparation of the annual budget process.
• Analyzes actual versus budgeted financial results and provide variance analysis highlighting key business drivers and opportunities.
• Assists various departments, branches & other FP&A members with financial model creation and providing insight to ensure the best business decision is made.
• Analyzes financial & transactional data supporting monthly journal entries and various management reports.
• Analyzes financial information against internal and external benchmarks.
• Provide support for financial reporting, analysis, forecasting, and other finance-related activities.
• Ad-hoc Reporting and Analysis.
• Supports monthly forecasting processes.
• Supports the research, design, testing and implementation of new process initiatives for the operating system – enhancing efficiencies & minimizing costs.
• Acts as a resource for non-financial personnel on matters of accounting, finance, and analysis.
• Performs other duties as assigned by supervisor or designate.

Qualifications

• Bachelor of Science in Accounting or Finance preferred
• CPA, CMA, FPAC, or experience in wholesale and distribution industries preferred.
• Ability to travel up to 10% of the time.
• Ability to read, write, and speak in English preferred.
• Prior experience in developing financial models, management reports and variance analysis is preferred.
• Must have advanced technical skills with Microsoft Excel, Word and PowerPoint, Access a plus, and working knowledge of financial systems, preferably SAP, Internet and Microsoft Outlook.

Skills

• Excellent customer service skills include being competent, accurate, responsive, and engaged.
• Must possess solid decision-making capabilities and analytical skills; must be able to look beyond the data for assumptions and implications.