Sr. Financial Analyst

Theuniversityunion; Fort Worth (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Theuniversityunion is seeking a Sr Financial Analyst to join our Fort Worth, TX team. You will develop sales reporting and dashboards, own ERP/Tableau reporting for KPI communication, and assist in implementing an efficient S&OP process.

Responsibilities include FP&A duties such as monthly reviews, forecasting, budgeting, and managing commissions analytics. Strong Excel, PowerPoint, and data visualization skills are essential for cross-functional collaboration and accuracy.

Qualifications

• 3 years of relevant experience or more preferred.
• Strong data visualization and reporting skills.
• Experience with ERP systems and financial dashboards.

Responsibilities

• Develop sales reporting and dashboards for KPI monitoring.
• Own report and dashboarding in ERP and Tableau for sales KPI communication.
• Assist in implementation of an efficient S&OP process.
• FP&A duties: monthly financial review, reporting, forecasting, budgeting.
• Manage monthly commissions reporting and insights to improve programs.
• Support development of financial and operational reporting for stakeholders.
• Prepare monthly business review slides for leadership.

Skills

Tableau

Excel

PowerPoint

Financial analysis

Forecasting

ERP systems

Education

BA/BS in Finance, Accounting or related field

Tools

NetSuite

ERP

Job description

• Location 7537 Jack Newell Blvd N,Fort Worth, TX, 76118-7111,United States
• Employee Type FT Exempt
• Required Degree 4 Year Degree

Contact information

• Email [e-mail]

Description

The Sr Financial Analyst supports Finance, Sales, and Operations leaders in developing accurate and insightful analysis and KPI reporting. The position will be responsible for providing recommendations and expected to have a highly analytical skillset with strong attention to detail and accuracy. The successful candidate will be expected to develop sales reporting and dashboards used to analyze and monitor the business. Candidate will assist in the implementation of the S&OP strategy and work cross-functionally with sales and operations in providing analytics and forecast to drive production cost savings and EBITDA growth. Candidate will manage commission reporting, analytics, and forecasting of monthly sales impact. Must be able to communicate analysis effectively through oral and visual presentation and take accountability for accuracy of information. Experience with analytical software and tools to report and visualize data is required. Must have a strong desire to learn and be capable of solving complex problems with little to no supervision.

DUTIES & RESPONSIBILITIES:

• Utilize company data and systems to develop meaningful analysis that serve to analyze, measure, and support company strategies.
• Own report and dashboarding in ERP and Tableau to communicate sales KPI.
• Assist in implementation of an efficient S&OP process.
• FP&A duties: Monthly financial review, reporting, forecasting, budget preparation, etc.
• Manage monthly commissions process and provide insights and analysis to improve incentive programs.
• Support weekly and monthly development of financial and operational reporting to internal stakeholders.
• Assist in preparation of monthly business review slides for c-suite and ownership group.

Requirements

• 1-3 years relevant experience.
• Experience with data visualization & reporting tools (Tableau or similar).
• Expertise analyzing and designing business processes and recommending improvements.
• Desire to learn and take initiative to solve problems and assist cross-functional stakeholders.
• Strategic mindset with ability to think outside the box, not just a number-cruncher.
• MS Office experience, highly proficient in Excel and PowerPoint.
• Significant experience with developing reporting and analysis from an ERP; NetSuite preferred.
• Pricing and commissions experience preferred
• Experience in S&OP process and operations analytics preferred.
• BA or BS in Finance, Accounting or related field required

WORKING CONDITIONS:

This position typically works in an office environment; and given the nature of our business is exposed to manufacturing operations.

PHYSICAL REQUIREMENTS:

Able to sit for long periods of time.

DIRECT REPORTS:

This position does not have direct reports.