Financial Systems and Data Analyst

Hotaling & CO.; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Hotaling & Co. is seeking a Financial Systems and Data Analyst to support FP&A and Commercial Operations. This role involves commercial analytics, data integrity, and maintenance while providing insights through reporting and dashboard creation. Ideal candidates should possess a solid educational background and relevant experience, combined with strong communication skills and a team-oriented mindset. Excellent benefits package offered.

Benefits

Medical, Dental, Vision

Car & Cell Phone Allowance

FSA, 401k with Match

Life and AD&D, STD, LTD

Employee Assistance Program

Educational Assistance Program

Paid Parental Leave

Sick and Vacation hours

12 Paid Holidays

Volunteer hours

Qualifications

• 3+ years relevant experience in FP&A and/or core commercial areas preferred.
• Familiarity with SQL and DAX languages.
• Experience in the beverage alcohol segment is a plus.

Responsibilities

• Partner with FP&A and Commercial Operations for reporting and analysis.
• Maintain and develop reports and dashboards.
• Subject Matter Expert for various tools and databases.

Skills

Data Agility

Communication Skills

Team Player

Education

BS or BA in Accounting, Finance, Economics, or Statistics

Tools

Microsoft Office 365 Suite

Microsoft Dynamics

Datarails

PowerBI

Tableau

Job description

Job Description

This Financial Systems and Data Analyst provides critical support to the FP&A and Commercial Operations groups in enabling regular reporting and commercial analytics while maintaining data integrity and system optimization.

Principal responsibilities:

Commercial Analytics

• Partner with Director of FP&A, Director of Commercial Operations, and other business partners to structure the reporting and analysis of quantitative and qualitative data, including but limited to
  • Shipment and Depletion data
  • Distributor Allowances
  • Category Analytics
  • Advertising and Promotional Spend and Funds
  • Maintain, design, develop, and distribute reports and dashboards using standard data definitions in support of financial and commercial analytics
• Utilize Outputs from Commercial Systems to generate Price related accruals

Data Integrity and Maintenance

• Item Master Data Maintenance
• Subject Matter Expert for iDIG/VIP Suite of Tools (Industry Specific Reporting Platforms) and Data Reconciliation
• Subject Matter Expert for Price 2.0 (Revenue Management Platform) and Data Reconciliation
• Subject Matter Expert for Datarails (FP&A Reporting Platform)
• Primary contact and coordinator for internal and external partners as it relates to above suites and their maintenance
• Generating and maintaining key relation tables across databases

Ad hoc projects in support of Data Visualization and Accessibility, Data Aggregation and Analysis

Qualifications:
Qualifications

• BS or BA in Accounting, Finance, Economics, or Statistics
• 3+ years of direct, relevant experience in FP&A and/or core commercial areas (Brand, Customer & Channel Development, Planning & Analysis) preferred
• Proven system, database, and data agility; Microsoft Office 365 Suite, Microsoft Dynamics, Datarails, PowerBI, Tableau and/or similar tools preferred
• Familiarity with SQL and DAX languages
• Development and presentation of financial and commercial information that aid and improve the day to day decisions
• Strong communication skills (written, verbal, and presentation) and detail orientation
• True team player and self-starter with a keen sense of urgency, who likes to see the big picture and focuses on details
• 3+ year experience within a CPG industry preferred ( U.S. beverage alcohol segment is a plus)

Additional Information

**Why work at Hotaling & Co. **

Number one, hands down… the people and the brands are unparalleled!

Great benefits:

• Medical, Dental, Vision,
• Car & Cell Phone Allowance
• FSA, 401k with Match,
• Life and AD&D, STD, LTD
• Employee Assistance Program
• Educational Assistance Program
• Annual National Company Meeting
• Paid Parental Leave
• Sick and Vacation hours
• 12 Paid Holidays
• Volunteer hours

Salary Range: $80,000 - $110,000