Financial Analyst, Budgeting and Margin

The Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership.

Responsibilities/Duties:

• Budgeting and Forecasting:
  • Support annual budgeting process for sales, margin, and operating expenses
  • Coordinate P&L forecasting process for mid-year P&L updates
  • Develop variance analyses for budget and forecast presentations to executive leadership
  • Ensure accuracy and timeliness of key budget, forecast, and reporting deliverables
• Margin Analysis:
  • Publish and present monthly margin analysis based on vendor and customer pricing
  • Partner with business and operations to understand margins and recommend opportunities
• Process Improvement and Documentation:
  • Respond to customer feedback to improve budget, forecast, and margin processes
  • Document workflows, analytical techniques, and business processes
• Reporting and Ad-Hoc Analysis:
  • Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins
• Other duties as required to benefit the organization
• Leads Self
  • Communicates Effectively & Candidly
  • Drives for Results
  • Demonstrates Accountability
  • Takes Initiative
  • Collaborates

Qualifications/

Skills:

• Technical Proficiency:
  • Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word
  • Proficiency in the use of ERP accounting software; SAP preferred
• Understanding of complex financial ratios and financial performance measurements
• General knowledge of GAAP and accounting theory
• Analytical and Data Interpretation
  
  Skills:
  
  
  • Strong interest in interpreting and telling a story with data, trends, and analysis
• Attention to Detail and Teamwork:
  • Detail-oriented, ability to work independently and as part of a team
• Communication
  
  Skills:
  
  
  • Must have good written, verbal, and analytical skills

Education and/or

Experience:

• Bachelor’s degree in accounting, finance, economics, math, or related field
• 2+ years accounting/finance experience preferred

Equal Opportunity Employer
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