Financial Planning Reporting Analyst

General Purpose

Primary functions include participation in the accounting month-end close process, accuracy of reported financial results, quality and integrity of the Income Statement and Balance Sheet, and variance analysis. Responsible for providing support to the Financial Reporting Manager
 

Duties and Responsibilities

• Assist in the monthly forecast and annual budget process
• Supports scheduled financial reporting needs of the finance department and key leadership
• Provides required periodic Consolidated Financial Statement reporting and financial analysis to corporate headquarters, as well as subsequent support and explanation of results as requested. Will be in constant communication with corporate headquarters.
• Participates in the month-end close process focusing primarily on:
• Consolidated Financial Statements reporting and interpretation
• Financial analysis reports (Cost of goods sold, operating expense, net working capital, waterfall analysis, rolling forecasts, financial ratios)
• Preparation of presentations for key leadership meetings
• Performing research and analysis of account activity with commentary
• Related Party reporting and other disclosures required by corporate to comply with IFRS
• Posting journal entries and performing account reconciliations.
• Build new reports and databases from scratch as needed, improve existing reports by using company software tools such as Oracle SmartView, Snowflake, SAP, Excel, MS Access, and others
• Support achievement of EBITDA target, primarily through analysis of Profit and Loss models at the product, channel, and territory level.
• Coordinate teams which include leading projects (project management), leading workstreams, and occasionally provide finance training to employees as needed
• Assist in the annual financial audit preparing requests and answering auditor questions
• Other projects as assigned.

Qualifications

• BA/BS in Accounting, Finance, or Management Information System or the equivalent combination of education and work experience
• Proactive, self-starter, motivated to continuously learn and improve current processes, detail-oriented, while being able to work independently in a fast-paced environment
• Excellent communication and networking skills allowing candidate to perform team-work tasks efficiently
• Strong analytical and problem-solving skills along with the ability to communicate effectively with all levels of management and ability to coordinate teams
• Software proficiency in MS Excel (advanced), MS Access, PowerPoint. Proficient in database creation and maintenance focused on achieving efficiencies related to timing and accuracy of financial information
• Experience working with SAP, Oracle (Smartview), Snowflake (Snowsquall) is preferred, focused on automating reports and processes
• Ability to put processes in place to ensure data integrity, such as self-reviewing activities, and automation.
• Experience researching account activity and variance analysis, journal entries, and account reconciliations
• Must be flexible during peak levels of activities during the month, and able to handle multiple projects within deadlines
• Bilingual in Spanish is preferred but not required