JOB OVERVIEW:
FP&A - Prepares of analyses and reports for department managers. Supports the annual budget process, expense and/or staffing forecasts or statistical reporting. Support monthly financial planning, and quarterly review.
Credit - accountable for managing the credit system and quantitative analysis/models to help with optimal commercial decision making and risk management leading to business growth, improvements and efficiencies
- Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
- Support Budgeting, Financial Forecasting, and Operating Plan process
- Ad-Hoc Reporting and Analysis
- Quarterly and Monthly Financial reports
- Implement and work with a Business Intelligence Tool and Dashboard reports
- Develop financial models and analyses to support strategic initiatives
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Supporting Senior Management Team and Departments heads with in-depth analysis.
- Prepare presentations to Board of Directors and Senior Management Team
- Assist with modification to credit policy to ensure company is accepting credit risks which are within risk appetite
- Work with key stakeholders such as sales, operations and commercial to understand impacts to business as credit strategy is adjusted and find the balance between risk taking and profitability
- Analyze historical bad debt data along with other customer, product attributes to find areas of improvement, trends and develop proposals to improve the business
EDUCATION
- Four year college or university degree in Finance, Accounting, or related field
EXPERIENCE:
- Two years of relevant experience in FP&A
- One year of experience in credit analysis
- Prior experience with a public company
- Oracle or SAP experience preferred
SKILLS, AND KNOWLEDGE:
- Advanced Microsoft Excel and PowerPoint skills.
- Highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills
- Ability to think creatively, highly-driven and self-motivated
- Demonstrated ability to roll-up sleeves and work with team members
Preferred
- Good knowledge of Oracle finance system capabilities.
- Financial Reporting Tools (Hyperion, HFM, DPLAN(Longview)
Required Skills
Required Experience