Sr. Financial Analyst - Trade

masco; United States; Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

Delta Faucet is seeking a Sr. Financial Analyst to join the corporate FP&A team in Carmel, Indiana, blending analysis with cross-functional collaboration to support Trade channel initiatives.

You will partner with Finance and Trade leadership, build forecasts, analyze GTN, and drive financial planning across builder and non-builder segments in a fast-paced environment.

Responsabilités

• Financial Planning & Analysis responsibilities include budgeting, forecasting, and analysis of costs that reduce net sales
• Lead monthly financial meetings with senior finance leaders to report channel sales and expenses
• Provide commentary on forecast changes and sales results
• Inform management of risks and opportunities to the Trade forecast
• Prepare standard monthly financial reports and improve reporting processes
• Collaborate with FP&A to align strategies across multiple business channels
• Review GTN month-end calculations and related reserves
• Prepare monthly New Construction reports for accounting teams
• Maintain continuous improvement in reporting and analysis processes

Description du poste

At Delta Faucet, we are committed to transforming everyday experiences with water through innovative products and exceptional service. As a leader in the plumbing industry, we take pride in our dedication to quality, sustainability, and customer satisfaction. We believe that diverse perspectives strengthen our mission to create solutions that inspire and elevate the lives of all our customers. We welcome individuals from all backgrounds to join us on this journey toward inclusivity and excellence.

Your Role at Delta Faucet

Are you a future finance leader who loves to work on cross-functional teams and provide solutions to diverse problems in a fast-paced environment? Then this may be the job for you!

This Sr. Financial Analyst position reports to the Director of Finance - Trade within Delta's corporate FP&A team and serves a multitude of stakeholders within our corporate Finance function as well as the Trade channel and the leaders of that strategically important segment of our business.

As demonstrated below, core responsibilities are grouped into three major areas of responsibility including: (1) Corporate FP&A, (2) Trade Partnership - Builder and (3) Trade Partnership - Non-Builder.

We are looking for an individual to be a trusted business partner for our corporate Finance function and to our Trade channel stakeholders and leadership teams. This role is provided the opportunity for ongoing review and influence on meaningful business case opportunities and programs we offer to key customers and has a direct impact on service levels to our customers, the programs we offer them and the method and pace of our growth. This position provides creative independent work and includes significant involvement within dynamic cross-functional team settings. In order to be successful in this role, the candidate must be good at analysis, and prioritize a balance of risk mitigation and communication to Finance leadership while also building and helping to grow partnership levels between Finance and our Trade channel team members.

This will be a hybrid position in our Carmel, Indiana headquarters.

Responsibilities:

Financial Planning & Analysis

• Responsible for Trade GTN budgeting, forecasting, and analysis of costs that reduce net sales,
• Lead monthly financial meetings with the Sr. VP of Finance and Sr. Director of FP&A to report out on channel/customer sales and expenses with comparison YOY and to forecast
• Provide commentary on changes to forecast, prior year,and sales results
• Inform management of risks and opportunities to the Trade forecast
• Prepare and analyze standard monthly financial reports for Finance and other departments and develop and improve financial reporting process
• Prepare Net Sales flash forecast with FP&A team on mid-month, Day -1, and Day 1 of month end
• Collaborate with FP&A team members to maintain and improve consistencies and align strategies for multiple business channels with other FP&A team members
• Work closely with the Trade Accountant to review GTN month-end calculations including proper COPA mapping, calculate and provide assumptions for builder home closings, builder price protection claims, and WIP program reserves.
• Complete a New Construction report monthly and provide to the respective accounting team members
• Maintain a continuous improvement mindset identify and implement process improvements in reporting, transacting, and analysis processes and tools.

Trade Partnership - Builder

• Be an agile business partner to both Finance and the Trade channel leaders where there can frequently be competing interests within the stakeholder groups.
• Support Builder team by reviewing and/or preparing financial statements, depending on the builder size and complexity of negotiations.
• Work with the Masco Legal team, as needed, to review standard contract verbiage, changes, and ad-hoc contracts to ensure the terms of the contract mitigate risk and can be processed by accounting as outlined.
• Work closely with the Sales Enablement CRM team to provide the assumptions, ensure accurate P&L calculations, and validate approval routing is correctly captured in Salesforce, after such details have been aligned to with the Sales Leaders (at a minimum, such details should be reviewed annually)
• Review and route builder P&Ls entered into Salesforce by the Regional Directors/Agencies, generate contracts, and submit contracts and corresponding data to the Delta Contract team.
• Assist in preparing and reviewing Business Case PowerPoint presentations for contract terms that meet the thresholds requiring ELT and/or Masco approvals.
• Process builder signing bonuses and account development funds within the required timeline as defined by the signed builder contract.
• Present Builder sales and expenses to Builder team each month
• Obtain insights from the Builder team on significant contract performance, including but not limited to, potential upcoming renewals, significant spend increases, significant underperformance and under