Financial Analyst: KPI Insights & Forecasting

Reyes Beverage Group; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Reyes Beverage Group is seeking a Financial Analyst in Phoenix, AZ to analyze KPIs and support annual finance plans, budgets, and process improvements. The role involves collecting and interpreting data to quantify opportunities and risks, conducting root cause analyses, and collaborating with divisional leadership on proactive solutions.

It also includes forecasting for sales volume and evaluating credit risk for major customers.

Qualifications

• Bachelor's Degree with 2 to 4 years of related experience or High School Diploma/General Education Diploma with 5 to 7 plus years of specific experience
• Master’s Degree or CPA preference

Responsibilities

• Aids operations by analyzing KPIs to uncover opportunities and supports the creation of annual finance plans, divisional budgets, and process improvements
• Collects, analyzes and interprets data to quantify financial opportunity and risk and communicates optimal business decisions
• Performs root cause analysis and ad hoc financial analysis, partnering with divisional leadership to drive proactive solutions through process and technology improvements
• Supports the sales function by developing short-term and long-term volume forecasting models and assists management in assessing credit risk for major customers
• Other duties as assigned

Skills

KPI analysis

Data analysis

Forecasting

Financial modeling

Communication

Root cause analysis

Education

Bachelor's degree with 2–4 years of experience

High School Diploma with 5–7+ years of experience

Master’s Degree or CPA

Job description

Reyes Beverage Group is seeking a Financial Analyst in Phoenix, AZ to analyze KPIs and support annual finance plans, budgets, and process improvements. The role involves collecting and interpreting data to quantify opportunities and risks, conducting root cause analyses, and collaborating with divisional leadership on proactive solutions.

It also includes forecasting for sales volume and evaluating credit risk for major customers.