Job Summary:
The Financial Analyst is responsible for supporting financial planning, reporting, budgeting, forecasting, and analysis activities for assigned areas of the business.
Primary Functions
Budgeting & Forecasting
- Support the preparation of annual budgets, periodic forecasts, and related financial analysis including working with the sales team and corporate overhead team leads to build and maintain driver-based budgeting models.
- Assist with maintaining planning models and forecasting tools, including Workday Adaptive Planning.
- Prepare headcount reporting and analyze variances against budget and forecast.
- Assist in the development of supporting schedules, reports, presentations, and analyses for Finance leadership.
- Collaborate with the Accounting team to support month-end close and reporting activities.
Reporting & Analysis
- Monthly Reporting: Partner with Accounting in the preparation of monthly financial reports and management reporting packages.
- KPIs: Support the development and maintenance of KPI reporting for business functions and cost centers.
- Variance Analysis: Analyze variances between actual results, budgets/projections, and forecasts to ensure accurate financial reporting.
- Prepare routine financial analyses and provide insights into business performance.
- Cost Center Review: Support cost center managers by helping monitor spending, headcount, and operational metrics.
- Prepare monthly sales commission calculations and review results with the sales team, resolving discrepancies and obtaining relevant approvals before payout.
Secondary Functions
- Develop effective working relationships across departments and serve as a business partner to internal stakeholders.
- Participate in process improvement initiatives to enhance reporting accuracy, efficiency, and scalability.
- Support special projects, ad hoc analyses, and other Finance and FP&A initiatives as assigned.
- Gain exposure to financial systems and reporting tools such as NetSuite, Workday Adaptive Planning, and Power BI.
- Other duties as needed
Basic Qualifications
- Bachelor's degree in Finance, Accounting, or a related field required.
- 0- 3 years of experience in finance, accounting, financial planning and analysis, or a related analytical role; internship experience desired (XPEL Internship preferred).
- Basic understanding of accounting principles, financial statements, and financial concepts.
- Experience supporting budgeting, forecasting, rep