The Financial Analyst supports financial reporting, planning, analysis, and sales-related activities. The position requires strong attention to detail and a willingness to take ownership of recurring, process-driven work while ensuring information is accurate and timely
Essential Duties and Responsibilities:
- Prepare and maintain daily, monthly, and recurring financial and sales reports, including analysis of variances to RO, budget, and prior-year results.
- Collect, validate, analyze, and reconcile financial and sales data to ensure accuracy and consistency in reporting.
- Analyze revenue, gross margin, expenses, and sales performance to identify trends, variances, and opportunities for improvement.
- Research and resolve reporting discrepancies and provide recommendations and solutions in response to unfavorable financial results.
- Develop and maintain financial models, schedules, and supporting documentation to support business planning and strategic initiatives.
- Support the preparation, review, and ongoing monitoring of annual budgets and financial forecasts.
- Provide financial analysis, reporting, and recommendations to support informed business decisions by the Senior Leadership Team, department heads, and Sales leadership.
- Prepare financial presentations and reports for internal company use, ensuring information is accurately analyzed, organized, and communicated.
- Support sales-related financial processes, including sales reporting, commissions, incentives, quotas, and performance analysis.
- Analyze complex financial information and communicate key findings, trends, and recommendations to management.
- Prepare ad hoc financial and sales reports and provide analytical support to Finance, Sales, and other departments as needed.
- Identify and support process improvements to enhance reporting accuracy, efficiency, and financial analysis.
- Assist with special projects and perform other finance-related responsibilities as assigned.
The ideal candidate for this position will possess the following qualifications:
- Strong attention to detail with a demonstrated commitment to accuracy and quality.
- Ability to perform recurring, detail-oriented tasks while maint