Financial Analyst III

WCL Group; Plano (TX); On-site; USD 88,000 - 120,000; Full time

Job summary

Fortune Global 500 Consumer Electronics and Technology Company in Plano, TX is hiring a Financial Analyst III to gather and analyze financial information and perform quantitative analyses affecting investment programs.

The role is on-site, 40 hours/week, 1-year contract with potential extension to full-time. Requires a Bachelor’s degree and 5–7 years of financial/accounting experience, strong analytical and budgeting skills, and experience presenting to management.

Qualifications

• Bachelor's degree in Marketing, Finance, Business, Accounting, or related field.
• 5-7 years financial and/or accounting experience.
• Strong analytical skills and budget management.
• Ability to aggregate and consolidate data from disparate sources.
• Experience managing and tracking budgets.
• Experience developing financial and operational analyses for management.
• Strong financial and accounting knowledge.

Responsibilities

• Analyze and evaluate marketing programs and develop improvements by team based on ROI and KPI analysis.
• Plan marketing and promotion spend with cross-functional teams to validate ROI and alignment with goals.
• Institute MDF management improvements including data housing and variance management.
• Consolidate MDF forecasts for monthly targets and annual planning by account and category.
• Analyze historical marketing program performance for improvements and innovation.
• Deliver data-driven insights of marketing programs to internal stakeholders.
• Publish MDF reporting, budget status, forecast accuracy, and channel spend analysis.
• Analyze strategic initiatives and provide ROI-based recommendations to leadership.

Skills

Financial analysis

Budget management

Data consolidation

Cross-functional collaboration

Management presentations

Education

Bachelor's degree in Marketing/Finance/Business/Accounting

Job description

CLIENT HIGHLIGHT

The client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in the technology sector in the United States with a company that is a globally recognized leader in smartphones, televisions, home appliances, and semiconductor innovation — and one of the most well-known brands in the world.

LOCATION

Plano, TX 75023

COMPENSATION

$50 per hour

SCHEDULE

On-site Monday-Friday (40 hrs per week)

CONTRACT TERM

1 year long contract with high likelihood of extension/conversion to full time employee

POSITION OVERVIEW – Financial Analyst III

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

RESPONSIBILITIES

• Analyze and evaluate marketing programs and develop & recommend improvements by team based on product growth plan, profit and ROI/KPI analysis, historical performance data, and company strategic initiatives
• Work with cross-functional teams to plan marketing and promotion spend allocation to validate ROI and alignment with company and strategic goals
• Institute improvements for MDF management across the organization, including data housing, communication, and variance management
• Consolidate bottoms-up MDF forecasts for both monthly target planning and annual management planning by account by category.
• Analyze historical marketing programs performance to identify areas of improvement and innovation
• Prepare and deliver regular data-driven insights of marketing programs to the internal stakeholders
• Manage and publish daily, bi-weekly, and monthly MDF reporting, budget status, forecast accuracy, financial metrics by category, and channel spend analysis
• Analyze strategic initiative programs based on profit and ROI analysis and provide recommendations to leadership

REQUIRED SKILLS

• Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field
• 5-7 years financial and/or accounting experience required.
• Very strong business analytical skills, financial acumen, budget management know-how required
• A proven self-starter and a highly motivated individual with a strong ability to aggregate and consolidate from disparate data sources not readily available or stored
• Experience with managing and tracking budget
• Experience with developing financial and operational analysis and presenting information to management
• Strong financial and general accounting knowledge