Strategic Budget & Margin Analyst

Idi-Distributor; Chanhassen (MN); On-site; USD 70,000 - 105,000; Full time

Job summary

Idi-Distributor is seeking a Financial Analyst, Budgeting and Margin to manage P&L budgeting and forecasting processes and lead margin analyses. You will collaborate with the IDI FP&A team to support Executive Management, operations, and business leadership.

The role emphasizes budgeting, forecasting, margin analysis, and process improvement across financial reporting and ad-hoc analyses, with a focus on data-driven decision making.

Qualifications

• Bachelor’s degree in accounting, finance, economics, math, or related field.
• 2+ years accounting/finance experience preferred.
• Proficiency with ERP accounting software; SAP preferred.

Responsibilities

• Budgeting and Forecasting: Support annual budgeting process for sales, margin, and operating expenses.
• Coordinate P&L forecasting process for mid-year P&L updates.
• Develop variance analyses for budget and forecast presentations to executive leadership.
• Ensure accuracy and timeliness of budget, forecast, and reporting deliverables.

Skills

Budgeting & Forecasting

Variance analysis

Communication skills

Attention to detail

Education

Bachelor’s degree in accounting/finance/economics/math

2+ years accounting/finance experience

Tools

SAP

Job description

Idi-Distributor is seeking a Financial Analyst, Budgeting and Margin to manage P&L budgeting and forecasting processes and lead margin analyses. You will collaborate with the IDI FP&A team to support Executive Management, operations, and business leadership.

The role emphasizes budgeting, forecasting, margin analysis, and process improvement across financial reporting and ad-hoc analyses, with a focus on data-driven decision making.