Job Duties
· Responsible
for the month end reporting and analysis process, including the preparation and
review of profit and loss statements and KPIs to ensure overall accuracy of the
reports.
· Perform
monthly variance analysis of actual to budget and/or forecast results for
monthly deliverables to senior management.
· Ensure
costs are properly captured and reported.
· Apply
strong analytical skills to understand the root cause of variances.
· Develop
budgets and forecasts, including monthly/quarterly forecasts, mid-year
forecasts, and annual budgets.
· Prepare
and design ancillary business/financial models and other special projects as
needed.
· Understand
the internal legacy computer systems in order to retrieve historical data,
including downloads of data into Excel or other applications.
· Ensure
financial processes and reports meet corporate and industry guidelines.
· Analyze
monthly department spending and communicate trends with Sr. Management.
· Work
with department heads to manage spending, identify problem areas, and support
financial aspects of new corporate projects.
· Collaborate
and suggest in the development or adjustment of Key Performance Indicators to
drive business decisions, processes, and optimizations.
· Create
internal management reports for monthly, quarterly, and yearly financial
results and prepare commentaries for senior management.
· Prepare
monthly reports and variance analyses for management review, participate in
short and long-range financial planning and forecasting, and prepare ad-hoc
financial analyses and reports.
· Support
the implementation of financial reporting and planning systems.
· Assist
in the drafting of SEC reports, prepare monthly statement of cash flows, other
financial reports, and presentations for management and the board of directors.
· Develop
procedures, schedules, and materials for the quarterly forecast process.
· Continuously
improve, automate, and simplify processes to help drive better decision-making.
· Seek
process improvements and drive them to completion within Finance and the larger
organization.
· Other
duties as assigned.
Education and/or Experience
· Bachelor’s
Degree in Business Administration, Finance, Accounting, or related fields
required. MBA is a plus.
· 5+
years of progressive, professional experience with financial analysis or
corporate finance or equivalent combination of education and experience.
· Strong
knowledge of budgeting, forecasting, variance analysis, reporting, and
financial modeling, possess exceptional analytical skills and the ability to
understand the impact of operations on our financial results.
· Experience
with financial systems, BI reporting tools, Dynamics 365, Workday Adaptive
Planning, Oracle Hyperion, NetSuite, Salesforce, CRM, PowerBI, and Tableau.
· Extensive
knowledge of Microsoft Office Suite, including advanced Excel skills, Outlook,
Teams, PowerPoint, and Word.