Financial Analyst

Position Summary
The Financial Analyst - SG&A & R&D will support the financial planning, forecasting, reporting, and analysis of both Selling, General & Administrative (SG&A) and Research & Development (R&D) expenses across the organization. This role partners closely with the functional leaders (principally, Selling, Marketing, Product Development, and R&D leaders) to drive cost visibility, improve forecast accuracy, and support data driven decision making.
The analyst will play a key role in the monthly close, forecast cycles, annual budget, and long range planning processes, with a focus on headcount driven costs, project spend analysis, and strategic investment trade offs.Key Responsibilities
• Lead monthly, quarterly, and annual forecasting for SG&A and R&D
• Support the Annual Operating Plan (AOP) and Long-Range Plan (LRP) processes
• Partner with functional leaders (Selling, Marketing, Engineering, etc) to validate assumptions, assess risks and opportunities, and ensure accurate spend phasing
• Develop and maintain headcount and compensation models
• Collaborate with Engineering, Product, and Marketing to support investment prioritization and trade-off decisions
• Provide financial support for new product development, technology investments, and innovation initiatives
• Prepare variance analyses and actionable recommendations to support financial performance targets
• Support the monthly close process, including results analysis and leadership communications
• Partner with Controllership team to ensure accurate expense classification and reporting
• Produce SG&A and R&D management reporting, including executive-level summaries and insights
• Analyze spending trends and key cost drivers versus Budget, Forecast, and Prior Year
• Deliver ad hoc financial analysis to inform decisions related to hiring, programs, vendors, and cost optimization
• Serve as a finance business partner to corporate and technical stakeholders
• Translate complex financial data into clear, actionable insights for non-finance audiences
• Support internal controls, audits, and compliance requirements
• Maintain and enhance financial models, reporting tools, and dashboards
• Drive continuous improvement in FP&A processes, reporting, and automation
• Coordinate and assess risks and opportunities identified by functional and regional teams
• Support management presentations, business reviews, and strategic planning materials
• Execute additional projects and analyses as needed

This role pays between $35-45/hour

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

Qualifications
Required
• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in FP&A, financial analysis, or corporate finance
• Experience supporting operating expense budgets, with exposure to SG&A and/or R&D environments
• Advanced Excel skills (complex formulas, financial modeling, scenario analysis)
• Strong analytical, communication, and stakeholder management skills
Preferred
• Experience supporting Product Development or Consumer Goods organizations
• Experience with ERP and planning tools (e.g., JDE / Oracle, Hyperion, etc)
• Power BI or other data visualization experience
• CPA, CFA, or MBA (or in progress)

Key Competencies
• Strong financial and analytical acumen
• Ability to partner effectively with both corporate and technical teams
• Executive level communication and storytelling with data
• Ownership mindset with high attention to detail
• Ability to manage multiple priorities in a dynamic environment
• Continuous improvement and automation mindset


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.