About this role
Job Summary:
Compensation: $72,142 - $101,-050
The Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership.
Responsibilities/Duties:
• Budgeting and Forecasting:
• Support annual budgeting process for sales, margin, and operating expenses
• Coordinate P&L forecasting process for mid-year P&L updates
• Develop variance analyses for budget and forecast presentations to executive leadership
• Ensure accuracy and timeliness of key budget, forecast, and reporting deliverables
• Margin Analysis:
• Publish and present monthly margin analysis based on vendor and customer pricing
• Partner with business and operations to understand margins and recommend opportunities
• Process Improvement and Documentation:
• Respond to customer feedback to improve budget, forecast, and margin processes
• Document workflows, analytical techniques, and business processes
• Reporting and Ad-Hoc Analysis:
• Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins
• Miscellaneous:
• Other duties as required to benefit the organization
Leadership Competencies:
• Leads Self
• Communicates Effectively & Candidly
• Drives for Results
• Demonstrates Accountability
• Takes Initiative
• Collaborates
Qualifications/Skills:
• Technical Proficiency:
• Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word
• Proficiency in the use of ERP accounting software; SAP preferred
• Financial Knowledge:
• Understanding of complex financial ratios and financial performance measurements
• General knowledge of GAAP and accounting theory
• Analytical and Data Interpretation Skills:
• Strong interest in interpreting and telling a story with data, trends, and analysis
• Attention to Detail and Teamwork:
• Detail-oriented, ability to work independently and as part of a team
• Communication Skills:
• Must have good written, verbal, and analytical skills
Education and/or Experience:
• Bachelor's degree in accounting, finance, economics, math, or related field
• 2+ years accounting/finance experience preferred