Finance Analyst

Position Overview

The Finance Analyst plays a critical role in supporting the financial health and strategic direction of the organization. This position is responsible for gathering, analyzing, and interpreting financial data to provide actionable insights that drive informed business decisions.

With a strong understanding of financial principles, business operations, and market dynamics, the Finance Analyst collaborates cross-functionally to evaluate performance, support forecasting and budgeting processes, identify opportunities for financial optimization, and ensure alignment with organizational objectives. This role serves as a key partner to leadership by translating complex financial data into meaningful insights and recommendations.

Duties/Responsibilities

• Analyze financial data from ERP systems, financial statements, operational reports, and external market sources to support budgeting, forecasting, and strategic decision-making
• Conduct variance analysis against budgets, forecasts, and benchmarks to identify trends, risks, and opportunities
• Monitor and report on key financial metrics and KPIs, including revenue, margins, expenses, cash flow, and profitability
• Lead the annual budgeting process and support periodic forecasting and long-term financial planning initiatives.
• Develop financial models to evaluate pricing strategies, new business opportunities, capital investments, and operational initiatives
• Oversee customer and vendor rebate programs, including tracking balances, maintaining repositories, alignment with contractual agreements and reporting on program profitability
• Partner cross-functionally with departments such as Purchasing, Demand Planning, and Operations to support inventory management, cost optimization, and strategic initiatives.
• Conduct financial impact analysis related to business initiatives, product launches, pricing changes, and operational improvements
• Identify and recommend opportunities for cost reduction, revenue growth, and process efficiencies
• Prepare and present financial reports, dashboards, and data visualizations that translate complex data into actionable insights for leadership
• Perform market and industry research to evaluate economic trends, competitive dynamics, and financial risk factors
• Support monthly, quarterly, and annual financial reporting cycles and assist with audit activities while ensuring compliance with internal controls and financial policies
• Communicate financial insights and recommendations clearly to both financial and non-financial stakeholders

Required Skills/Abilities

• Proficiency in financial analysis tools and techniques to gather, analyze, and interpret financial data.
• Advanced knowledge of Excel (including financial modeling, pivot tables, and data analysis functions); experience with ERP and BI tools preferred.
• Strong understanding of budgeting, forecasting, variance analysis, and financial reporting.
• Knowledge of market research methodologies, including data collection, competitive analysis, and economic trend analysis.
• Experience planning, executing, and analyzing financial initiatives to measure business impact.
• Strong verbal and written communication skills to effectively collaborate with stakeholders and present financial findings.
• Ability to identify financial risks and opportunities and propose practical, data-driven solutions.
• Capacity to think analytically, assess complex financial situations, and make sound business recommendations.
• Strong stakeholder management skills with the ability to balance competing priorities.
• Ability to work collaboratively with cross-functional teams including Operations, Sales, Supply Chain, IT, and Executive Leadership.
• Flexibility to operate in a dynamic and fast-paced environment, adjusting priorities as business needs evolve.
• Strong attention to detail to ensure accuracy in financial analysis, reporting, and documentation.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
• 2–5 years of experience in financial analysis, corporate finance, FP&A, or related role preferred.
• Experience with financial modeling and forecasting strongly preferred.
• CPA, CMA, or MBA is a plus but not required.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Experience with financial modeling and forecasting strongly preferred. Do you have experience with this?

Education:

• Bachelor's (Preferred)

Experience:

• Finance: 2 years (Preferred)

Work Location: Remote