Senior Business Financial Analyst

Key Responsibilities

• Assist in preparation, generation and review of monthly, quarterly and annual financial statements.
• Prepare waterfall charts that bridge comparative periods while providing detailed commentary on variances.
• Participate in monthly close process to include preparation of journal entries and reconciliation of balance sheet accounts.
• Prepare Distributor fees and Accrued Selling expense files.
• Prepare spreadsheet monthly SG&A, manufacturing, freight and financial reports.
• Calculate and prepare monthly journal entry for revenue recognition.
• Prepare discount reserve entry and analysis.
• Reconcile monthly global shipments, CuPPs reporting and Oracle sales journal.
• Update monthly flash report once financials are complete.
• Distribute monthly SG&A detailed files.
• Calculate volume, price, mix monthly files for bridges and input comments.
• Populate monthly grids for sales and production volumes.
• Update actual sales on EBITDA tracker file.
• Complete borrowing base and balance sheet analytics files.
• Process monthly, quarterly and annual distributor fee credit memos or check request.
• Absorb and prepare a detailed rolling twelve-month forecast based on sales, marketing, manufacturing and corporate input.
• Prepare and interpret profitability by customer, product, channel and product category.
• Interact with Sales, Marketing, Manufacturing, Finance and other departments on business issues that impact financial performance or projections.
• Absorb and assist in establishing operating procedures and reporting tools that allow management to make informed business decisions.
• Recognize emerging trends and make recommendations to improve business profitability.
• Absorb and assist in annual audit review and SOX compliance for internal and external auditors.
• Review financial transactions and apply accounting theory and principles to ensure compliance with GAAP and applicable laws, rules, policies, and procedures.
• Generate “what-if” analysis based on selected financial/business assumptions.
• Provide internal customers (Sales, Marketing and Operations) with information and ad-hoc reports and analysis as requested.
• Absorb and assist in continuous improvement, development, modification and implementation of financial systems as necessary.
• Lead special projects or perform other related duties as assigned.

Required Qualifications

• 4-6 years relevant experience in financial reporting and analysis
• Bachelor’s Degree in Business/Finance
• Mastery skill level and knowledge of Microsoft Office Products