SUMMARY:   

This position is responsible for sales force reporting, budgeting, forecasting, and financial reporting and analysis. The analyst will work closely with the Director of FP&A, Accounting, Operations and Sales Managers, to support sales organization, annual budget, and forecasting process, assist in monthly financial analysis, develop company specific results presentations, and complete ad hoc analysis to support ongoing business initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following. The Company reserves the right to add to, delete, change or modify the essential duties and responsibilities at any time.   All work is to be completed with minimum supervision and in accordance with Company standards.  Other duties may be assigned.

Finance

• Coordinate and prepare accurate, timely and complete monthly, quarterly and year end reporting.
• Assist in the preparation of forecasts and annual budget within schedule.
• Analyze company expenses with budget, KPIs, and projected synergies.
• Analyze Customer and Segment Pricing and Margin Trends.
• Be proactive in identifying any risks / opportunities vs. plan.
• Conduct ad hoc and pro forma / "what if "analyses in support of Finance and Operations.

Business Analysis

• Monitor actual performance against agreed upon plan and provide analysis on deviations.
• Assist the Sales Team with operating metrics to help manage and improve effectiveness.
• Assist the Sales department by identifying and developing rigorous, metrics-driven approach to evaluate sales results, pipeline opportunities, and sales performance through modeling, reporting, presentations, and analysis.

COMPETENCY:

To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical – Designs work flows and procedures to optimize vendor and customer pricing processes; gathers and interprets data using primary and secondary research techniques, complementing these with intuition and experience to develop meaningful recommendations; synthesizes complex information from multiple/ varied data sources
• Problem Solving – Follows a systematic approach to evaluating vendor and contract pricing and is able to adapt it to accommodate specific requirements; capable of structuring problems for ad-hoc initiatives and conducting analysis with minimal supervision.
• Business Acumen – Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition.
• Accuracy – Executes tasks diligently to ensure that information entered in the Company’s ERP system is correct.
• Dependability – Takes responsibility for own actions; commits to long hours of work when necessary to reach
• Interpersonal – Demonstrates comfort in interacting with internal and external resources at all management levels; demonstrates flexibility with regard to changing priorities, instruction, and/ or stakeholders; respects confidentiality of sensitive information;  remains open to others' ideas and tries new things;  keeps emotions under control. 
• Initiative – Takes independent actions and calculated risks; requests and offers help, as needed.
• Oral Communication – Speaks clearly and persuasively; listens well and requests clarification, when required;  responds to questions promptly and professionally;  is comfortable presenting findings in a group environment.
• Written Communication – Writes clearly and informatively; varies writing style to meet needs of the intended readers.
• Diversity – Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.
• Ethics – Treats people with respect; honors commitments; inspires the trust of others; upholds organizational values.
• Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

QUALIFICATIONS:  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION/EXPERIENCE: 

Bachelor's degree (BS) from an accredited four-year College or University in the field of Economics, Finance, Accounting, or related discipline, and 0-5 years’ related experience.

COMPUTER SKILLS:

Previous experience working with relational databases using SQL is a requirement.  Must be proficient in all Microsoft Office applications, with deep familiarity using Excel to evaluate large datasets (i.e., using math, data, and statistical functions) and an ability to develop PowerPoint presentations.

WORK ENVIRONMENT:  

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the office work environment is usually quiet.

PHYSICAL DEMANDS:  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

While performing the duties of this job, the employee is regularly required to sit; talk or hear and use hands to finger, handle, or feel.  The employee is occasionally required to reach with hands and arms and stoop, kneel, or crouch.  The employee must regularly lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and ability to adjust focus.       

EOE