Position Summary

The Financial Analyst I will split their time between managing the company’s forecast model & project-based work. This includes developing & distributing reports, analyzing market data, improving and/or automating processes, & analyzing margin enhancement opportunities.

Key Performance Areas (Essential Functions of the Position)

• Maintain & continue to develop quarterly rolling forecast process & 5-year company plan.
• Lead forecasting process & assist managers with forecasting.
• Coordinate with various teams to gather and explain data from multiple sources to formulate forecasts.
• Design new metrics and prepare reports to monitor forecast accurately.
• Evaluate all sales and forecast patterns.
• Develop & upgrade modeling techniques to improve forecast projections for assigned processes.
• Stay current on market trends and competitive activity.
• Utilize Power BI and Vena to create reports as assigned.
• Maintain Power BI datasets & build new ones if necessary.
• Identify & improve company processes.
• Pull datasets and perform ad hoc reports as needed.
• Build ROI models for investment/development opportunities.
• Assist the Director of Strategic Analysis by performing other related duties as assigned.

Experiences / Education Requirements

• Bachelor’s degree in finance or related field.
• One to five years of experience preparing analyses and forecasts.
• Strong research and analytical skills.
• Experience in building or working with large datasets.
• Expert Microsoft Excel skillset.
• Knowledge of SQL, DAX, VBA or HTML code is a plus.
• Good communication skills, both verbal and written.
• Highly organized and performs well under pressure.
• Detail-minded with excellent follow-up.
• Creative problem-solving skillset.
• Team player, motivator, and active participant regardless of the task.

Working Conditions

• Typical repetitive office work- PC, telephone, and live meetings.
• May be remote.
• Able to lift 20 lbs. without issue.

Travel Requirements

• 5-10% travel- Domestic

Experience

• 1 - 5 years: Preparing analyses and forecast