Financial Analyst

Job Description

Job Description

We are looking for a Financial Analyst to join our finance and analytics team in Westchester. This position focuses on evaluating pricing opportunities, interpreting business data, and shaping recommendations that support profitable growth. The role is well suited for someone who enjoys translating complex information into practical strategies and collaborating with partners across the organization to improve decision-making.

Responsibilities:

• Create pricing recommendations for prospective customers by assessing business conditions, volume expectations, and account characteristics.

• Evaluate profitability across customer segments and provide analysis that supports stronger financial performance.

• Review pricing trends, uncover areas for adjustment, and present strategic suggestions to improve margin and competitiveness.

• Collaborate with sales, operations, and other internal teams to support pricing initiatives and align recommendations with business goals.

• Refine analytical models, reporting tools, and dashboards to strengthen pricing visibility and improve the quality of insights.

• Use data platforms and business intelligence tools to investigate issues, develop solutions, and track the impact of implemented actions.

• Support operational adoption of updated tools and reporting processes by providing analytical guidance during change initiatives.

• Contribute analytical expertise to continuous improvement efforts and strategic projects, including Lean-based initiatives.

• Carry out additional finance and reporting assignments as needed to support leadership priorities.

• Bachelor’s degree in Finance, Business, or a related discipline is preferred.
• At least 2 years of experience in financial analysis or a comparable role with exposure to finance and operational reporting.
• Strong capability in financial analysis, pricing analysis, variance analysis, and trend evaluation.
• Advanced Excel skills, including complex formulas and pivot tables; experience with Alteryx is strongly preferred.
• Familiarity with Power BI Desktop and other reporting or visualization tools is a plus.
• Excellent analytical thinking and problem-solving skills, with the ability to draw meaningful conclusions from varied data sources.
• Strong communication and organizational skills, with the ability to work independently and collaborate effectively across teams.
• Willingness to travel up to 10% as business needs require.