Financial Analyst

SUMMARY We are seeking a detail-oriented Financial Analyst with a strong focus on budgeting and variance analysis to join our FP&A department. This role will play a critical part in managing financial planning processes, monitoring budget performance, and delivering key insights to senior management. The ideal candidate will have experience with PowerBI (or similar tools) and a preference for strong data analysis experience. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Develop and maintain annual budgets, ensuring alignment with strategic goals. Monitor and analyze monthly budget variances, providing detailed reports and recommendations. Collaborate with department heads to review spending and ensure budget adherence. Conduct financial forecasting and scenario planning to support strategic decision-making. Prepare and present financial reports to leadership, highlighting significant trends and variances. Assist in preparing presentations for Monthly Business Reviews (MBR) and Board of Directors (BOD) meetings. Provide support during financial audits and assist in ad hoc financial analysis as needed. Ensure data accuracy by maintaining and updating financial models and systems. QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2+ years of experience in financial planning, budgeting, or related areas. Proficiency in PowerBI or similar data visualization tools. Strong proficiency in Excel and financial modeling. Analytical mindset with the ability to synthesize data and present actionable insights. Experience with ERP systems (SAP, Oracle) preferred. Strong data analysis experience is preferred. Excellent communication and interpersonal skills. EDUCATION and/or EXPERIENCE Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2+ years of experience in financial planning, budgeting, or related areas. LANGUAGE SKILLS This position requires the ability to read, write, and speak fluently in English. MATHEMATICAL SKILLS This position requires the ability to perform statistical analysis of customer shipping information and rate analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions for this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. There is the need for filing, bending, stooping, reaching, and lifting boxes up to 30 lbs. General upkeep is required of the personal work space and department area. It is necessary to climb and descend stairs daily and evacuate the building quickly in case of emergency. Employees must be able to hear in order to perform their essential job functions. 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 work environment is usually moderate.