Financial Analyst

CFS; Eden Prairie (MN); Hybrid; USD 80,000 - 105,000; Full time

Job summary

CFS, located in Eden Prairie, MN, is seeking a Financial Analyst - Budgeting & Margin Analysis to join the Finance team. This role drives budgeting, forecasting, reporting, and margin analysis, collaborating with leadership, operations, and stakeholders to improve financial performance.

Candidate should have 2+ years in finance or FP&A, strong Excel skills, SAP experience preferred, and solid financial modeling capabilities. Hybrid work requires three on-site days per week in Minnesota.

Qualifications

• 2+ years in finance, FP&A or accounting preferred.
• Strong Excel, PowerPoint and Word skills.
• Understanding GAAP and financial metrics.

Responsibilities

• Support annual budgeting: sales, gross margin, Opex.
• Coordinate P&L forecasts and mid-year updates.
• Prepare variance analyses and exec-level presentations.
• Produce monthly margin analyses and identify profitability drivers.
• Develop and maintain budgeting/reporting processes.

Job description

Financial Analyst - Budgeting & Margin Analysis

About The Opportunity

Our client, a leading organization within the industrial products and distribution sector, is seeking a Financial Analyst - Budgeting & Margin Analysis to join its Finance team. This role will play a key part in the budgeting, forecasting, reporting, and margin analysis processes while partnering closely with executive leadership, operations, and business stakeholders to drive financial performance and support strategic decision-making.

Location

Eden Prairie, MN

Work Model

Hybrid, 3 days on-site required per week

No relocation, the client is only considering candidates currently residing in the state of Minnesota.

Compensation

$80,000 - $105,000/year

Key Responsibilities

Budgeting & Forecasting

• Support the annual budgeting process, including sales, gross margin, and operating expenses.
• Coordinate periodic P&L forecasting and mid-year financial updates.
• Prepare variance analyses and executive-level presentations comparing actual results against budget and forecast.
• Ensure the accuracy, integrity, and timeliness of budgeting, forecasting, and reporting deliverables.

Margin Analysis & Business Partnership

• Prepare and present monthly margin performance analyses, including customer, product, and pricing trends.
• Partner with operations and business leaders to identify drivers of profitability and opportunities for margin improvement.
• Provide actionable recommendations based on financial and operational data.

Process Improvement

• Identify opportunities to enhance budgeting, forecasting, reporting, and margin analysis processes.
• Develop and maintain process documentation, workflows, and analytical methodologies.
• Support continuous improvement initiatives across the finance function.

Reporting & Analytics

• Create, maintain, and distribute recurring and ad hoc financial reports.
• Analyze business performance trends and provide insights to support decision-making.
• Help translate complex financial data into meaningful business recommendations.

Additional Responsibilities

• Support special projects and other finance-related duties as needed.

What We're Looking For

Technical Skills

• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Experience working with ERP systems; SAP experience is preferred.
• Strong financial modeling, reporting, and analytical capabilities.

Financial & Analytical Expertise

• Understanding of financial metrics, profitability analysis, and performance measurement.
• Working knowledge of GAAP and general accounting principles.
• Ability to interpret complex data and communicate actionable insights.

Professional Skills

• Detail-oriented with strong organizational skills.
• Ability to work independently and collaboratively in a team environment.
• Excellent verbal, written, and presentation skills.
• Self-motivated with a strong sense of accountability and initiative.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field.
• 2+ years of experience in finance, accounting, FP&A, or financial analysis.
• Experience supporting budgeting, forecasting, and profitability analysis within a distribution, manufacturing, or industrial environment is a plus.

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