Sr. Financial Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities.
• Responsible for preparation and analysis of monthly financial reporting summaries for management team across designated functional areas.
• Provide financial support for discounting, promotional, or other sales programs effectiveness.
• Analyze sales trends and support sales and operations planning process. Identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans.
• Identify and research variances to plan and prior year on monthly operating expense reports statements. Identify areas of risk and cost control/savings opportunities. Reports the findings to management.
• Responsible for monthly cyclical activities to support the month end close such as journal entries, reconciliations, etc.
• Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements.
• Maintain cost center, account structure, and financial allocations, as necessary.
• Prepares and submits journal entries.
• Prepare year-end and interim audit work papers.
• Special projects as assigned.

QUALIFICATIONS

• Bachelor’s degree in Finance/Accounting, and 3-5 years related experience and/or training, or equivalent combination of education and experience.
• Education or experience in Finance or Accounting preferred.
• Ability to manage multiple priorities in a fast-paced, interruption-driven environment while meeting deadlines.
• Strong interpersonal, verbal, and written communication skills, including public speaking, training, and professional phone/email etiquette.
• Demonstrated professionalism, sound judgment, and objectivity when operating under pressure or handling sensitive situations.
• Ability to interpret, explain, and apply policies, procedures, and reports while making data-driven decisions.
• Proven project management and organizational skills with attention to administrative detail and follow-through.
• Ability to build trust, provide constructive feedback, manage employee concerns, and maintain strict confidentiality.
• Self-motivated, proactive team player with strong listening skills and a commitment to continuous learning and development.
• Advanced proficiency in Microsoft Excel, including compiling, reconciling, and analyzing large volumes of data; strong analytical and problem-solving skills.
• Proficiency in Microsoft Word, Outlook, and PowerPoint; experience with Oracle and Hyperion preferred.