Summary:

Our client is a private equity owned and ISO Registered specialty products sales and marketing company serving customers in North America.

The Company’s customers are in a wide range of attractive end-markets including biotechnology, food/beverage, nutrition, personal care and pharmaceutical.

The current annual revenue projection is over $100 million and the Company has a growth strategy aimed at increasing revenues and profitability.

Responsibilities:

The Senior Associate will be responsible for the preparation of detailed analysis of the business operating results and delivery of actionable insights to inform business operations.

• Evaluate operating results including sales, gross profit, and operating expenses
• Lead efforts to publish a comprehensive financial forecast on a quarterly basis
• Develop a comprehensive understanding of business processes, such as inventory and price management, to create reporting and analytics to identify areas of focus and/or improvement
• Participate in the finalization of financial results each month including the preparation of journal entries, select account reconciliations, and financial statements
• Collaborate and communicate with a geographically diverse team of outside sales representatives to generate awareness of emerging business trends and developments
• Prepare presentation content and support for discussions with and amongst senior leadership, including quarterly Board of Directors meetings
• Prepare ad hoc analysis to support business decision making related to customer and supply arrangements

Required Skills and Experience:

• 3 plus years of experience analyzing financial data
• Bachelor’s degree in Accounting or Finance. Master’s degree a plus
• CPA, CMA, or equivalent certification preferred
• Experience managing large data sets/accessing data warehouses is a must
• Proficiency with advanced functionality in MS Excel (i.e. V-Lookup, PivotTable, Composite ‘if’ statements) and other data visualization tools is necessary
• Open to prior industry experience but prefer experience in mid to large organizations.
• Analytical mindset. An ability to evaluate large datasets to draw supportable and actionable conclusions for the business
• Ability to work independently and as part of a team
• Natural curiosity. Commitment to learning and growth – both personally and within others