Finance & Strategy Analyst
Finance Planning and Analysis (40%):
- Assist in the preparation of the annual budget and associated analyses for budgeting, forecasting, and planning process
- Maintain financial models, rolling forecasts, and tracking of risks and opportunities
- Continuously refine projections, analyze variances / KPI performance against expectations, and elevate insights that will enable senior leads to make fully informed business decisions
- Participate in the design, implementation and operations of an efficient planning system and process to support on-going analysis, reporting, and planning needs. Recommend and implement best practices and process improvements
Financial Reporting (25%):
- Prepare monthly and annual financial statements and dashboards
- Develop meaningful reports and analytics to support the needs of the board, internal functional executives, external shareholders, and investors. Manage company-wide data requests efficiently.
- Assists in the preparation of various internal reporting packages, which are distributed across all levels of the organization and to the Board
- Creates reporting processes so that they are repeatable and scalable
- Supports the Operations business function and provides visibility to performance vs budget
- Works with IT to improve data quality and accessibility
- Provides weekly, monthly, and quarterly KPI reporting for Finance and Operations leadership team
Strategic Finance (35%):
- Support various business leaders with ad hoc projects which may include revenue-driving, cost-reducing and other strategic or operational initiatives.
- Drive accurate and timely analytics, reports, and insightful observations to business leaders to increase operational effectiveness and efficiency.
- Evaluate acquisitions and development opportunities and strategic partnerships
- Understands business processes, systems, and quality checks across the organization to identify weaknesses/gaps and recommend and/or implement solutions
Qualifications:
- 5+ years of relevant experience in an analytical role – with demonstrated success in the key responsibilities for this role – for example, financial planning, corporate strategy, management consulting, or investment banking
- Strong analytic, problem-solving, and judgment skills
- Strong proficiency in Excel, PowerPoint, and complex financial modeling
- Ability to link the big picture to details with ease; use data to drive the decision-making process
- Strong team player with excellent communication and presentation skills
- Exceptional attention to detail and passion for accurate, high-quality work
- Comfortable with ambiguity and able to frame key questions and the analyses needed to answer them
- Strong initiative and ability to manage multiple projects while delivering them in a timely manner.
- Self-starter, able to work independently in a cross-functional environment
- Bachelor’s degree
Desired but not essential:
- Experience with CPG and/or e-commerce companies a plus
- Cost accounting experience
- Working knowledge of SQL
- Working knowledge of EPM software such as Host Analytics, Adaptive Planning or Vena
- Working knowledge of SAP B1