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This position is a newly created role and plays a critical role in supporting financial planning, analysis, and decision-making processes across the organization. The ideal candidate will excel at interpreting complex data, developing actionable insights, and presenting recommendations to enhance profitability and operational efficiency.
Job Responsibility:
Develop and maintain financial models to forecast revenue, costs, and profit, incorporating scenario analyses to evaluate potential growth and margin impacts
Assist in the preparation of annual budgets, monitor performance against plans, and analyze variances to identify key drivers
Extract, clean, and analyze data from various systems such as D365 and Power BI to uncover trends and opportunities
Create and deliver clear, concise financial reports and dashboards for multiple business units, utilizing tools like Excel and Power BI
Provide actionable insights to leadership by interpreting financial results and recommending strategies to improve performance
Support strategic decision-making by conducting evaluations for new projects, pricing strategies, and cost-reduction initiatives
Perform sensitivity analyses and "what-if" scenarios to guide organizational decisions
Conduct cost accounting, inventory analysis, and margin evaluations by product line and customer to optimize profitability
Collaborate with business unit leaders to align financial planning with operational goals
Requirements:
Bachelor’s degree in Accounting, Finance, or Business is required
Proven experience in financial modeling, budgeting, and data analysis
Advanced proficiency in Excel, including formulas, pivot tables, and dashboard creation
Strong analytical skills with the ability to clean and interpret data from multiple sources
Excellent communication skills, capable of translating complex data into actionable recommendations
Comfortable presenting insights and strategies to leadership
At least 5 years of experience in financial analysis or a related role
Nice to have:
Familiarity with ERP systems such as D365 and experience with Power BI is a plus