Senior Financial Analyst

Responsibilities

• Lead and execute key FP&A activities, including robust monthly forecasting, meticulous monthly closing processes, and comprehensive annual budgeting, ensuring accuracy and strategic alignment
• Facilitate and lead insightful financial reviews with key stakeholders, translating complex data into clear, actionable transparency on financial performance for informed decision-making
• Cultivate and maintain strong collaborative relationships across various business segments and departments to gather critical financial insights, align on strategic objectives, and ensure comprehensive financial reporting and analysis across the organization
• Advanced skills in Microsoft Excel, with the ability to evolve large data sets and create clear actionable insights for management
• Prepares monthly financial results and operations review packages for review with senior management
• Maintains performance and provides actionable variance analysis to management
• Provides decision support and ad-hoc analysis to management across product/segment profitability
• Performs monthly margin trend and variance analysis by comparing actual gross margin performance against booked margin assumptions, identifying key drivers and communicating insights to finance leadership
• Partners closely with the accounting team to refine forecasting assumptions related to revenue recognition, vendor rebates, and gross margin performance to improve forecast accuracy and consistency
• Aids in the preparation and coordination of monthly lender reporting packages, ensuring timely, accurate, and complete deliverables in compliance with credit agreement requirements
• Supports the development of quarterly Board and executive presentation materials, including financial analysis, KPI reporting, and commentary on business performance and key initiatives

Qualifications

• 4 year degree in Finance / Accounting or related field
• 4 - 6 years finance experience including budgeting, forecasting and reporting
• Superb Excel skills including developing forecast models
• Strong understanding of GAAP
• Strong written and verbal communication skills
• Ability to work independently and collaborate with others
• Experience with NetSuite or similar ERP, PowerBI