Senior Analyst, Financial Planning and Analytics

• Develop, refine, and maintain forecasting models for assigned business areas, including logistics spend, duties, and tariff-related costs
• Prepare monthly financial outlooks and highlight risks, opportunities, and corrective actions
• Analyze historical results and trends to improve forecast accuracy and planning assumptions
• Establish, measure, and report financial KPIs for leadership and executives
• Perform variance analysis of actual versus budget/forecast performance and identify root causes
• Deliver monthly reporting packages, dashboards, and margin analysis by product, customer, and business segment
• Provide actionable insights and recommendations to senior management
• Review expenditures to identify trends, cost-saving opportunities, and areas requiring tighter controls
• Evaluate margin drivers, inventory levels, and operational efficiencies with assigned business units
• Support job costing, estimating, and product cost reviews with Operations and Accounting
• Lead or support process improvement initiatives to streamline reporting and enhance data accuracy
• Build financial models for business cases, investments, pricing changes, and strategic initiatives
• Participate in cross-functional teams focused on systems, process improvements, and operational initiatives
• Partner with Accounting to ensure reporting accuracy
• Prepare presentations for business owners, Director, Finance, and senior leadership
• Review financial processes and tools for continuous improvement
• Assist with customer or supplier contract reviews
• Participate in system testing, upgrades, or implementation projects
• Support documentation, SOPs, and financial process training
• Travel domestically and/or internationally as required

• Bachelor’s degree in Finance, Accounting, Business Administration or related field of study
• 6+ years of experience in operational, financial, or general business analysis
• 1-3 years experience supporting supply chain, operations, procurement, logistics or trade compliance functions
• Experience presenting financial reporting to executive leadership
• Knowledge of cost accounting and control principles, budgeting, and forecasting including generally accepted accounting principles
• Understanding of financial accounting, P&L, and the balance sheet
• Ability to analyze financial data and prepare financial reports, statements and projections
• Ability to lead projects and project teams
• Strong interpersonal, written, and verbal communication skills
• Strong attention to detail, organizational, problem-solving, project management, and multitasking skills
• Ability to maintain confidentiality and work under pressure with limited supervision to meet deadlines
• Ability to establish and contribute to teamwork and collaboration with diverse groups
• Analytical capacity, customer/client focus, ethical conduct, initiative, professionalism, thoroughness, and time management
• Proficiency in Excel and experience with financial software
• Preferred: MBA or graduate degree, or equivalent
• Preferred:
  Basic understanding of business functions and the distribution industry
• Preferred:
  Experience using SQL and/or other data-querying tools
• Preferred:
  Experience with reporting tools such as Sigma, Oracle Analytics, or Power BI
• Must be authorized to work in the U.S. without employment-based immigration sponsorship, now or in the future

Demonstrates expertise in financial modeling, forecasting, and variance analysis, with a strong focus on operational efficiencies and cost control. Proficient in presenting financial insights to executive leadership and collaborating across functions to drive process improvements.

• Financial Modeling
• Forecasting
• Variance Analysis
• Cost Accounting
• Project Management

• Financial Analysis
• Budgeting
• P&L Understanding
• Data Analysis
• Financial Reporting

• Interpersonal Communication
• Attention to Detail
• Problem-Solving
• Organizational Skills
• Team Collaboration

• Bachelor’s Degree in Finance
• MBA or Graduate Degree (Preferred)

• Supply Chain
• Logistics
• Procurement
• Trade Compliance
• Cost Control Principles

• Excel
• SQL
• Power BI
• Oracle Analytics
• Sigma