Financial Analyst, Rebate Management

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.