Sr Financial Analyst

Summary

Senior Financial Analyst

 

Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

 

The Senior Financial Analyst assists with coordinating, planning and driving monthly forecasting, reporting, annual budgeting, analysis and business case modeling for the Company.  The individual will be responsible for structuring and conducting analysis leading to actionable insights, improved forecasting and budgeting accuracy and quantitative decision support. This role may also extend to include reporting that can be used for Board of Director meetings, Bank Compliance reporting, as well as segment or exhibit information within the Company’s financial statements.

 

Essential Job Duties and Responsibilities 

Forecasting

- Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

 

Budgeting

- Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

 

Business Analysis

- Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

 

Reporting

- Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.

 

- Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings 

Supervisory Responsibilities

 

Direct Reports

- This position does not have supervisory responsibilities for direct reports

 

Indirect Reports

- Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

 

Travel and/or Driving Requirements

 

- Travel and driving is not an essential duty or function of this job. 

 

Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

- (Required): Bachelor's Degree or equivalent experience

- (Preferred): MBA with emphasis in Finance or Analytics preferred                                  

- Field of Study/Area of Experience:Finance, Economics, or Data Analytics

- 3-5 years of experience in years of public accounting and/or large company equivalent experience

 

Skills, Knowledge and Abilities

- Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling- Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.- Advanced Excel skills and data analysis skills, ideally with experience or interest in automation- Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics - Excellent written communication and verbal communication skills

- Well-organized, detail-oriented, and able to handle a fast-paced work environment

- Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

- Experience using computerized information systems used in financial and/or accounting applications

 

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Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

 

Essential Job Duties and Responsibilities 

Job DutyForecasting

·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

 

Budgeting

·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

 

Business Analysis

·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

 

Reporting

·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.

 

·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings 

Supervisory Responsibilities

 

Direct Reports

- This position does not have supervisory responsibilities for direct reports

 

Indirect Reports

- Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

 

Travel and/or Driving Requirements

 

- Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job. 

·         Travel required on an as needed basis

 

Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

(Required):     Bachelor's Degree or equivalent experience

(Preferred): MBA with emphasis in Finance or Analytics preferred                                  

 

Field of Study/Area of Experience:  Finance, Economics, or Data Analytics

 

- 3-5 years of experience in years of public accounting and/or large company equivalent experience

 

Skills, Knowledge and Abilities

-Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling-Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.-Advanced Excel skills and data analysis skills, ideally with experience or interest in automation-Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics -Excellent written communication and verbal communication skills

-Well-organized, detail-oriented, and able to handle a fast-paced work environment

-Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

-Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

-Experience using computerized information systems used in financial and/or accounting applications

 

Environmental & Physical Requirements

 

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job.  Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

 

Additional Information Regarding ASM Job Duties and Job Descriptions

 

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. ASM reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law.  ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.