Job Description

Summary

Senior Financial Analyst, IT – Temp to Perm (Remote)

The Senior Financial Analyst assists with coordinating, planning and driving monthly forecasting, reporting, annual budgeting, analysis and business case modeling for the Company. The individual will be responsible for structuring and conducting analysis leading to actionable insights, improved forecasting and budgeting accuracy and quantitative decision support for the company’s Information Technology function led by the Chief Digital Officer. This role will be responsible for examining large sets of data and financial information to support sound financial and business recommendations for both ongoing operations and transformative technology initiatives. This role may also extend to include reporting that can be used for executive leadership meetings, Board of Director meetings, and exhibit information within the Company’s financial statements.

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Responsibilities:

• Assist in the development of long-range planning and annual budgeting processes by developing models, analyzing operating results and designing/creating executive-level materials for presentation. Communicate and engage cross-functionally to ensure comprehensive plan and budget tied to strategy including strategic initiatives.

• Analyzes actual and budgeted figures on an ongoing basis. Maintains detailed planning & budgeting templates.

• Reviews monthly financial operating results for function reporting, including identifying key trends, variances, and areas of improved performance. Works with other cross functional teams for account reconciliation.

• Manage on-going monthly performance and metric reporting.

• Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

• Performs moderate to complex financial analysis including researching, identifying, and running various scenarios and interpreting financial impacts. Measure financial results against budget and forecast.

• Develops complex financial models to support management decision-making related to new opportunities, capital investments, revenue models, profit margin analysis, and impact of regulatory changes. Defines financial requirements for new products and features.

• Analyzes and summarizes financial statements, expenses, and records.

• Provides information and develops recommendations to support decision making regarding capital expenditures, purchases, and other costs of doing business.

• Provide support for request for proposal (RFP) questions related to new business or a variety of different programs. Responsible for ensuring data integrity and accuracy of information provided to RFP questions.

• Performs ad hoc research and analysis for internal stakeholders on financials and function performance.

• Assess analytical tools and various formats of data availability, research and build new reports/tools that allow for various functions/segments within the function to be utilized in financial modeling analysis.

Qualifications:

• Bachelor's Degree or equivalent experience (Required)

• MBA with emphasis in Finance or Analytics (Preferred)

• 2-4 years of experience in a public company and/or large private company

• Experience with VBA orSQL for pulling and manipulating very large data sets

• Experience with Power BI is a plus

• Experience with financial analysis, key performance indicators, budgeting, planning, performance improvement initiatives, new business pro-forma modeling

• Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis

• Advanced Excel skills and data analysis skills, ideally with experience or interest in automation

• Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial

• Excellent written communication and verbal communication skills

• Well-organized, detail-oriented, and able to handle a fast-paced work environment

• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

• Experience using computerized information systems used in financial and/or accounting applications

Benefits:

• Work from home

• Flexible vacation and personal time off (PTO)

• Paid holidays

• 401(k) matching

• Health, Dental and Vision insurance

• Flexible Spending Accounts (FSAs)

• LiveWell Benefits and Programs

• Company-paid Life, AD&D and Disability insurance

• Voluntary benefits including Pet Insurance

• Online Discounts at PerkSpot

Job Will Remain Open Until Filled

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities

Job Duty

Forecasting

·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

Budgeting

·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

Business Analysis

·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

Reporting

·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.

·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings

Supervisory Responsibilities

Direct Reports

• This position does not have supervisory responsibilities for direct reports

Indirect Reports

• Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

Travel and/or Driving Requirements

• Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.

· Travel required on an as needed basis

Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

(Required): Bachelor's Degree or equivalent experience

(Preferred): MBA with emphasis in Finance or Analytics preferred

Field of Study/Area of Experience: Finance, Economics, or Data Analytics

• 3-5 years of experience in years of public accounting and/or large company equivalent experience

Skills, Knowledge and Abilities

-Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling

-Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.

-Advanced Excel skills and data analysis skills, ideally with experience or interest in automation

-Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics

-Excellent written communication and verbal communication skills

-Well-organized, detail-oriented, and able to handle a fast-paced work environment

-Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

-Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

-Experience using computerized information systems used in financial and/or accounting applications

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding ASM Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. ASM reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

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