Financial Analyst II

Financial Analyst II

The Financial Analyst II has primary responsibility for preparation and maintenance of key financial models, in-depth analysis of operating results, and developing analyses with and reporting outcomes to senior-level management. This position will focus on the development of annual plans, monthly forecasts, and analysis of revenue, margin and other operating expenses. The scope of responsibilities also includes assisting in the monthly close process, financial statement and standard reporting package preparation, and financial reporting to Corporate HQ. The Financial Analyst will also participate in other ad-hoc projects as assigned.

Key responsibilities include:

• Daily Sales & Margin Reporting: Prepare and distribute accurate Daily Sales and Margin reports to key stakeholders across the organization. Monitor trends, identify variances from expectations, and proactively flag material deviations for further review and investigation.
• Sales & Margin Analysis: Analyze Sales and Margin impacts versus forecast and prior year results on an ongoing basis. Provide meaningful commentary and data-driven insights that help leadership clearly understand the key drivers of financial performance and areas requiring attention.
• Reporting Dashboard Development: Design and develop financial reporting dashboards
• Monthly Department Headcount & Expense Planning: Prepare Monthly Department plans, working collaboratively with department heads to gather inputs and ensure accuracy.
• Month End Close & Variance Analysis: Assist with the month end close process and prepare detailed variance analysis commentary, clearly articulating key drivers of performance versus forecast to support management reporting and decision-making.
• Financial Model Development & Maintenance: Develop, maintain, and continuously enhance financial models used for forecasting and reporting.
• Ad Hoc Analysis & Special Projects: Prepare ad hoc financial analyses, custom reports, and special projects as directed by Finance leadership and senior management.

Career progressions/promotable to: This person must desire an upwardly mobile career path resulting in a higher-level position, which could involve management responsibility. Ability to relocate is also desirable and may be necessary for advancement.

Qualifications:

• Bachelor's Degree in Accounting, Finance, Business Admin, Economics
• Analytical and quantitative skills
• 3-5 years of Finance experience
• Ability to work well with all levels of management
• Strong computer skills – Microsoft Excel, Power BI, Business Intelligence (BI)

Fit factors:

• Details matter - Quality first
• Effective Time Management and Personal Organization
• Tenacity/Do What It Takes
• Results Count
• Continuous Improvement, Don't accept the status quo
• Sense of Urgency – quick to prioritize multiple tasks
• Flexibility – able to adapt to changing responsibilities
• Leadership and Teamwork/Create Followership
• Strategic and Tactical planning & execution of projects