Sr Analyst-Finance
Four years, or more, of relevant financial budgeting, forecasting, financial analysis, or accounting experience.
• Knowledge, Skills & Abilities:
• Proficient in the use of Microsoft Excel, Word, and PowerPoint software.
• Proficient in the use of Essbase financial software; PeopleSoft accounting software experience preferred.
• Proficient in the use of Cognos data warehouse software preferred.
• Experience with Teradata and SQL coding to derive performance metrics and KPIs.
• Detail oriented, results driven, flexible, and strong sense of urgency.
• Must be self-driven and able to manage multiple initiatives at one time and meet deadlines with little supervision.
• Demonstrated ability to be flexible and work in a high-energy, dynamic and sometimes unstructured environment.
• Excellent organizational and time management skills.
• Project management experience preferred.
• Proven analytical and deductive reasoning skills.
• Proven ability to perform needs assessment, make recommendations and execute change.
• Exceptional written and verbal communication skills, with ability to clearly articulate complex ideas. Includes strong presentation-building, PowerPoint skills with outstanding ability to build visual models and convey relevant meaning.
• Ability to develop strong internal relationships with all levels of management, including executive leadership and regional operations teams; openness to collaboration and feedback; and demonstrated ability to build consensus.
• Education: Bachelor's Degree in Finance, Accounting, or equivalent combination of education and/or experience. MBA and/or CPA preferredThis position reports to Marketing Directors and Executive Director on the monthly financial performance actuals versus budget figures. This involves complex analysis of variances and underlying causes of what is driving the metrics. This role works independently to identify opportunities, design appropriate analytical approaches, and lead analysis to draw insights and formulate actionable recommendations for management. Incumbent must lead initiatives with stakeholders and lead/facilitate meetings (with regions and area leadership) to identify and resolve areas of opportunities for additional sales or retaining more customer and/or products. It is responsible for overseeing all operating expenses within the Marketing Team. Stakeholders would mostly include area and region leadership. Position must present (written and verbal) high-quality, professional business insights at appropriate levels across the organization - from front-line to executive leadership; communicate performance, make recommendations, and enable important decision-making around top initiatives in the results-focused organization.
• Analysis of financial results versus budget and communication to department heads. This includes reporting monthly financial performance and headcount figures against the budget, analyzing variances between actual vs. budget and explaining underlying causes to senior management in Marketing and Finance.
• Analysis of monthly advertising spend for the MW Area controlled advertising activities, reporting results and independent analysis of those results to Director and Exec Dir of Marketing Team.
• Work independently to deliver action-oriented recommendations to senior leadership, resulting in attainment of the departmental budget or operating forecast.
• Develop presentations on budget/financial performance opportunities that apply to the area and/or particular regions and then facilitate meetings with the various functions/regions to drive the desired results (as an example, if departmental headcount is over or under budget prior to a quarterly best view, this person could present recommendations to the VP of Marketing for remainder of year headcount staffing by marketing director.)
• Regular, ongoing analysis of sales, products and services, KPIs, customer segmentation, and complex, strategically-oriented analytical projects to evaluate and make recommendations around growth, revenue, and profitability initiatives and opportunities.
• Utilize Teradata SQL to mine data from the UDM (or other data sources) when necessary.
• Utilize statistical and operational analysis along with predictive modeling techniques to derive the opportunities to the business and help Marketing and Finance set targets.
• Work in conjunction with Marketing team to develop annual budgets, quarterly best-view forecasts, and monthly soft close forecasts.
• Partner cross functionally with Area, Regional, and HQ Finance, Marketing, Operations and HR to ensure functional strategic goals are valid and appropriate to achieve the company goals.
• Proactively anticipate reporting needs of the area/regions, working collaboratively to establish and maintain consistent formatting with all reports.
• Deliver results to Area Budget & Planning team.
• Facilitate meetings with multiple levels of the organization specifically within the Area Marketing and Area Finance team, from Area Vice President of Marketing and/or Finance, Marketing and Finance Directors and Associate Directors to Marketing and Finance consultants and Senior Analysts.
• Ad-Hoc requests from the marketing organization regarding financial operating expenses or headcount related decisions
• Ad-Hoc support of A.D. - Reporting & Analysis such as PowerPoint presentation preparation for Area Ops Reviews, or other reporting packages
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