Financial Analyst

Role Overview

• Support monthly close process and financial reporting.
• Own MTD and YTD variance analysis across key P&L areas including Gross-to-Net Revenue, SG&A and other operating expenses, providing clear business driver explanations for variances between actuals, forecast, budget and prior year results.
• Prepare monthly close reporting packages, ensuring accuracy, clarity and actionable business insights.
• Communicate financial results to Finance leadership and cross-functional business partners to support decision-making and accountability.
• Support ownership of Gross-to-Net Revenue analytics, including volume, pricing, mix and promotional analysis.
• Identify opportunities to automate reporting and improve close and forecasting efficiency.
• Support annual financial budgeting and forecast processes.
• Coordinate budget and forecast timelines, ensuring alignment with cross-functional stakeholders and timely completion of deliverables.
• Own forecast and budget upload processes within enterprise planning systems.
• Perform variance analysis and support development of forecast/budget presentation materials, including reasonableness checks and business driver explanations.
• Support continuous improvement of forecasting methodologies, reporting tools and planning processes.
• Leverage enterprise planning tools and AI-enabled workflows to improve forecasting efficiency and reporting quality.
• Enable strong business decision making across the organization by performing financial modeling, analysis and making recommendations to support business decisions.
• Perform financial analysis to support pricing initiatives, new product launches (line extensions), and other adhoc analysis to support the business.
• Support pricing management, pricing governance and maintenance of customer pricing structures and systems.
• Develop and maintain SKU, customer and channel level profitability models, developing analysis and historical trends to provide insights.
• Provide analytical support for strategic initiatives and ad hoc business opportunities.
• Drive process improvements & systems optimization.
• Support and contribute to continuous improvement initiatives across Finance processes, reporting and analytics.

Requirements

• 3+ years of financial planning and analysis experience.
• Familiarity with manufacturing or consumer products preferred.
• Strong Microsoft Excel, Power BI and financial systems skills, including experience working with ERP and financial planning systems.
• Demonstrated experience with reporting automation and AI enabled workflows strongly preferred.
• Demonstrated ability to improve processes and work efficiently in fast-paced environments.
• Demonstrated bias for action, proactively drives work forward and follows through from insight to execution.
• Critical thinking and a demonstrated ability to draw connections between analysis and actionable insight.
• Ability to communicate and influence in a cross functional environment across all levels of management.
• A passion for understanding your role as well as how it connects to the business.
• An eye for detail and accuracy.
• Ability to check own work for errors and test for logic and reasonability.
• Creative problem solver.
• Proven ability to handle multiple projects and meet deadlines.
• BA/BS degree or equivalent practical experience.

Tech Stack

• ERP