The Financial Analyst is responsible for providing sales and expense reporting, budgets and forecasts, and financial planning and analysis of a wide array of data to support the initiatives and business plans of the SOPREMA Group (SOPREMA Inc. (SOPREMA, RESISTO and Private Label), Chem Link, Inc. and Performance Roof Systems, Inc.).
This position is primarily responsible for maintaining sales reporting, providing periodic reports to functional areas, and working with the senior financial analyst in analyzing sales and market-level data including planning & forecasting. In addition, this position is responsible for defining, analyzing, and reporting for a variety of projects including expense category, raw material, and capital. Assists in other activities of reporting, accounting, strategy, business development, and other functional areas as needed. Any or all reports can be provided at both the highest level (executive) down to the individual unit (e.g. sales person) This position will be called upon to look at both sales and financial data across multiple regions and departments to identify opportunities for improvement and will work with other department managers to develop strategies for improvement.
Essential Functions and Responsibilities:
Financial Analysis
Maintain and update business intelligence tools, databases, dashboards, systems, or methods.
Assist in creating strategic plans and regional/departmental capital and operating budgets as necessary. Monitor and report on the status of regional/department, objectives and budgets that were developed during the planning process.
Assist in developing market-based or region based pricing models.
Results Reporting
Develop, modify, and improve periodic sales reports to all levels of the organization from executive management to sales representatives.
Develop, modify, and improve sales scorecards for each division of SOPREMA Group.
Create and execute reports for senior/executive management highlighting company-wide as well as region/department performance.
Provide variance reporting against operating, capital, and/or business unit forecasts/budgets.
Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders.
Other reports requested by sales, business development, marketing, finance, or executives as needed.
Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Tableau and Excel dashboards.
Increase productivity by developing automated reporting/forecasting tools.
Maintain a strong financial analysis foundation creating forecasts and models.
Work with Performance Roof Systems and Chem Link to maintain/create analytics dashboards including: personnel retention, freight, price discount, and rebates.
Assist with researching product issues and market opportunity findings.
Minimum Qualifications:
- High Proficiency with Microsoft Excel
- Familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)
- Tableau Software, preferred (or similar data visualization software, Qilk, ZohoAnalytics, Looker, etc.)
- Experience writing queries and reports (preferred)
- Data-analysis
- Problem-solving
- Excellent written and verbal communication skills
- Ability to prioritize and multi-task professionally and efficiently
- Ability to prepare executive-level recommendations and reports, including PowerPoint presentations.
Working Conditions and/or Physical Demands:
- The Financial Analyst works regular hours during the week.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Travel may be required for this position.