Financial Analyst, Rebate Management

TriMark USA is the country’s largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: www.trimarkusa.com

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Financial Analyst reports to the Manager, Rebates
• Located in Mansfield, MA, 
• Full-Time
• Hybrid

The Financial Analyst plays a pivotal role in preparing and compiling monthly financial reports, supporting budget preparation, and conducting ad hoc analyses. The primary objective is to provide data-driven insights to business leaders, enabling informed decision-making and driving financial results. This role contributes to internal and external business reviews, ensuring the business remains focused on high-impact areas.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Budgeting and Forecasting:

• Assist in the preparation of financial budgets and forecasts, collaborating with key stakeholders to ensure accuracy.

Financial Analysis and Reporting:

• Partner with stakeholders to analyze financial data, explain variances, and investigate discrepancies.
• Highlight risks and opportunities to financial targets, raising issues as appropriate.

Monthly Reporting:

• Develop and maintain monthly reporting packages, including income statements, balance sheets, and key operational metrics.

Metric Analysis:

• Analyze and track operational and financial metrics, providing insights to support strategic decision-making.

Process Improvement:

• Identify, develop, and implement process improvements to enhance efficiency and accuracy in financial reporting.

Ad-Hoc Analyses:

• Prepare ad-hoc analyses to understand business trends, providing valuable insights for proactive decision-making.

Project/Initiative Support:

• Provide support for various projects and initiatives, contributing financial expertise to cross-functional teams.

COMPETENCIES:

• Demonstrates advanced proficiency in financial modeling and possesses strong analytical skills.
• Solid understanding of P&L and Balance Sheet relationships and management.
• Familiarity with databases and queries, with a preference for experience in data analytics tools such as Tableau/PowerBI.
• Strong interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• Ability to effectively multi-task, make decisions under pressure, and work under tight deadlines while delivering accurate and high-quality work.
• Strong written and oral presentation skills, ensuring clear communication of financial insights.
• Maintains a strong attention to detail to ensure the accuracy and reliability of financial information.
• Macros and VBA (Visual Basic for Applications): Proficiency in creating and modifying macros for process automation and improved efficiency.
• Advanced Formulas: Expertise with formulas like INDEX-MATCH, array formulas, and financial functions (e.g., NPV, IRR).
• Pivot Tables and Power Query: Strong skills in creating and analyzing pivot tables for reporting and using Power Query for data transformation.
• Data Visualization: Experience in using conditional formatting, charts, and sparklines to create impactful dashboards.

QUALIFICATIONS & EXPERIENCE:

• 2-4 years of progressive finance experience, or equivalent Military or practical experience.
• Advanced proficiency with Microsoft Excel; proficiency with Microsoft Word and PowerPoint.
• Experience with data analytics tools preferred (e.g., Tableau/PowerBI).
• Ability to successfully pass a background check post offer acceptance.

The range provided represents the national average pay range for this position and is considered to be a general guideline. Pay for this position will reflect the candidate’s unique qualifications and may be higher or lower than the range provided based on employee geographic location. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other local, state, and federal law.
 

In addition to base salary, this role will be eligible for participation in TriMark’s’ benefits programs, including medical, dental, vision, 401K (with employer match), etc.  Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.
 

TriMark’s commitment to diversity, inclusion and belonging is a purposeful mission of strengthening our organization and those we serve by uniting the unique and beautiful differences of our employees. This mission is instilled in the fiber of who we are as a company, setting the standard for our industry. We are committed to promoting diversity, inclusion and belonging through sharing, education, and experiences.

TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@trimarkusa.com.