Senior Financial Analyst

SUMMARY

This role will play a critical role in driving financial insights and supporting strategic decision-making across the organization. This role partners closely with the Director of Finance and cross-functional teams to deliver high-impact analysis, forecasting, and reporting that supports operational excellence and business growth.

MAIN TASKS

Forecasting, Planning, Variance Analysis and Control

• Develop a strong understanding of the business environment and key performance drivers
• Creation of high-quality reports, analysis and commentary on company financial performance to assist in decision making
• Develop an understanding of existing reporting tools (Hyperion Financial Management, Spreadsheet Server, and Power BI) and write/troubleshoot reports as requested
• Own the sales forecast process and collaborate with sales team to develop monthly sales forecast and analyze actual results against forecast and prior periods
• Own the department expense forecasting process and collaborate with department owners to develop annual department expense budgets, quarterly forecast updates, and analyze actual results against forecasts and prior periods
• Build scenario models to support strategic decision-making and long-term planning.
• Review sales margins in Power BI on a weekly basis for unusual margins
• Ad hoc analysis financial and operations analysis as needed
• Identify and implement improvements to forecasting and budgeting processes.

Operational & Financial Reporting

• Create high-quality reports and dashboards using Power BI, Hyperion Financial Management, and Spreadsheet Server tools.
• Analyze customer and product profitability; identify margin improvement opportunities.
• Monitor inbound and outbound logistics costs; provide actionable insights to operations.
• Prepare monthly business review presentations and variance analysis summaries.
• Prepare detailed cost center reporting to support departmental accountability.

Capital Projects & Investment Analysis

• Partner with capital project owners to develop business cases and perform ROI analysis.
• Conduct post-implementation reviews to assess project success and financial impact.
• Track and report capital spending against budget and forecast.
• Provide financial validation and tracking of cost improvement initiatives.

Month-End Close & Accounting

• Prepare various month end accruals such as freight, temp labor, and utility accrual
• Track, report, and control capital expenditure spending. Collaborate with project owners to update forecasted project spending.
• Identify and account for expenses related to annual service contracts
• Prepare and distribute financial statements

Fixed Asset and Depreciation Management

• Own and maintain the fixed asset register, ensuring completeness, accuracy, and proper classification of all capital assets
• Manage the capitalization process, including review and approval of capital expenditures and proper recording of asset additions and disposals
• Calculate and record monthly depreciation expense in accordance with company policy and applicable accounting standards
• Support periodic physical inventory and validation of fixed assets
• Continuously improve fixed asset processes, controls, and reporting to enhance accuracy and auditability

Sales Commissions Calculation

• Calculate sales commission achievement in accordance with approved sales compensation policy
• Create and distribute monthly sales commissions statements

Other Responsibilities & Projects

• Other project-based work and ad-hoc requests
• Identify opportunities to make processes more efficient and eliminate manual work
• Continual improvement mindset to develop process and reporting improvements

QUALIFICATIONS

• Bachelor's degree in Accounting or Finance
• 3-5+ years of business finance, accounting, or other relevant experience
• Advanced knowledge of Excel and strong fluency with Excel formulas and functions

REQUIRED SKILLS

• Analytical in approach to problem solving with an ability to rapidly identify key issues, to see the big picture and apply the “common sense” test
• The ability to work in a proactive manner both independently and collaboratively is essential
• Strong communicator and inter-personal skills with the ability to work with a diverse team (seniority, function, etc.)
• Excellent attention to detail
• Ability to work accurately with large data volumes and extractions from databases and information systems
• Drive process improvements to ensure data integrity/accuracy
• Ability to complete assignments independently by collaborating with internal stakeholders, soliciting inputs, and consolidating data, ideas, and thoughts to develop a final proposal or solution