Financial Analyst, Budgeting and Margin

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