Financial Analyst

SCOPE / GENERAL PURPOSE OF JOB :

Responsible for supporting the processes that assist leaders in making strategic and operational data-based decisions by delivering timely, accurate and relevant financial information and analyses. This individual is responsible for supporting ad hoc operational and financial reporting and for performing monthly or periodic analysis of results related to the business operations of R3 and affiliated companies.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Develop, prepare and present specialized reports, analysis, and complex financial models in either Business Central and / or Excel.
• Compile and review month-end financial reports, provide variance analysis to identify discrepancies between budgeted and actual financial results, providing recommendations for corrective actions.
• Participate in the development and analysis of long-term strategic plan, including the analysis of various scenarios and tactical options.
• Participate in the development and maintenance of performance metrics, measurements, methods, and targets including the development of Key Dashboards to track these KPIs.
• Assist with identifying performance improvement opportunities throughout the R3 companies.
• Collaborate with cross-functional teams (Marketing, IT, HR, etc.) to gather data and provide financial guidance.
• Create and analyze Client Profitability Models for use in identifying poorly performing clients and the development of key response options. Options include partnering with clients to improve efficiency and reduce costs, increase client pricing necessary to achieve client breakeven / goal profit levels, and eliminate clients with negative income at all key profitability metrics.
• Play a pivotal role in building annual budget - including compiling sales data, expense review, salary and benefits analysis and COGS information.
• Work closely with company executives to improve financial results, reporting, budgeting, and forecasting processes.
• Other duties as assigned.

E DUCATION AND / OR EXPERIENCE :

QUALIFICATIONS :