Financial Analyst

Job Summary:

The Financial Analyst is responsible for supporting financial planning, reporting, budgeting, forecasting, and analysis activities for assigned areas of the business.

 

Primary Functions

Budgeting & Forecasting

• Support the preparation of annual budgets, periodic forecasts, and related financial analysis including working with the sales team and corporate overhead team leads to build and maintain driver-based budgeting models.
• Assist with maintaining planning models and forecasting tools, including Workday Adaptive Planning.
• Prepare headcount reporting and analyze variances against budget and forecast.
• Assist in the development of supporting schedules, reports, presentations, and analyses for Finance leadership.
• Collaborate with the Accounting team to support month-end close and reporting activities.

Reporting & Analysis

• Monthly Reporting: Partner with Accounting in the preparation of monthly financial reports and management reporting packages.
• KPIs: Support the development and maintenance of KPI reporting for business functions and cost centers.
• Variance Analysis: Analyze variances between actual results, budgets/projections, and forecasts to ensure accurate financial reporting.
• Prepare routine financial analyses and provide insights into business performance.
• Cost Center Review: Support cost center managers by helping monitor spending, headcount, and operational metrics.
• Prepare monthly sales commission calculations and review results with the sales team, resolving discrepancies and obtaining relevant approvals before payout.    

Secondary Functions

• Develop effective working relationships across departments and serve as a business partner to internal stakeholders.
• Participate in process improvement initiatives to enhance reporting accuracy, efficiency, and scalability.
• Support special projects, ad hoc analyses, and other Finance and FP&A initiatives as assigned.
• Gain exposure to financial systems and reporting tools such as NetSuite, Workday Adaptive Planning, and Power BI.
• Other duties as needed 

Basic Qualifications

• Bachelor's degree in Finance, Accounting, or a related field required.
• 0- 3 years of experience in finance, accounting, financial planning and analysis, or a related analytical role; internship experience desired (XPEL Internship preferred).
• Basic understanding of accounting principles, financial statements, and financial concepts.
• Experience supporting budgeting, forecasting, reporting, or financial analysis activities.
• Proficient in Microsoft Excel and the Microsoft Office Suite.
• Broad experience with other software and financial systems is desired, such as NetSuite, Onestream and PowerBI
• Strong analytical, problem-solving, and organizational skills.
• Effective verbal and written communication skills with the ability to present financial information clearly.
• Ability to work collaboratively in a fast-paced environment and manage multiple priorities.

XPEL is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.