What are the responsibilities and job description for the Financial Analyst position at Advantage Solutions?
Summary
Financial Analyst (Pacific or Mountain Time Zone Preferred)
We are seeking a dynamic Financial Analyst who will support the Corporate FP&A function by working across the organization to aid in analysis to support the business and leadership. This pivotal role will help to tell the story of the company's performance to executive leadership, the board.
Take this opportunity to join North America's leading business solutions provider and build your career working with amazing people in a growing industry! Apply today!
Job Purpose
The Corporate Financial Analyst compiles and examines large sets of data and financial information to provide sound decision-support for senior leaders.
Job Responsibilities
- Financial Analysis and Reporting.
- Support monthly forecasting and annual budgeting processes.
- Prepare accurate and insightful financial analysis to drive decision-making for the executive team.
- Develop red-yellow-green dashboards to quickly identify divisional opportunities.
- Create RFP and pro forma P&Ls to highlight risks and opportunities of new business opportunities.
- Conduct effective presentations, conference calls and on-site meetings with other departments to deliver your message regarding financial impacts.
- Create and manage project plans.
Job Requirements
- BA in Finance, Business or Accounting or equivalent job-related experience; MBA and/or CPA preferred.
- 2 - 5 years of related experience.
- Collecting, analyzing and summarizing complex business information, drawing logical conclusions and solving problems.
- 2 years' experience with Power BI.
- 1 years experience with Microsoft Dynamics AX, Oracle, or SAP. (Dynamics AX preferred)
- Advanced skill level with Microsoft Excel
- Excellent verbal and written communication skills.
- Strong analytical and financial modeling skills.
- Ability to analyze large sets of data; develop and explain graphical representations.
- Flexible and comfortable in complex environments.
- Advanced proficiency in Microsoft Office applications.
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.
Position Summary
The Corporate Financial Analyst examines large sets of data and financial information in order to support sound financial and business recommendations.
Essential Job Duties and Responsibilities
Financial Analysis and Reporting
- Partner with Operations to identify opportunities for revenue growth and expense efficiencies
- Build strong working relationships with cross-functional business leaders to execute initiatives
- Support monthly forecasting and annual budgeting process
- Prepare accurate and insightful financial analysis to drive decision-making with the executive team
Project and Business Planning
- Attend divisional leadership meetings and provide financial support as required
- Review monthly financial results with senior leadership, provide clear and concise commentary to tell the story
- Develop red-yellow-green dashboards to quickly identify divisional opportunities
- Create RFP pro forma P&Ls to highlight risks and opportunities of new business
- Conduct effective presentations, conference calls and on site meetings with other departments to deliver your message regarding financial impacts
- Lead a variety of ad-hoc projects for the company
- Create and manage projects plans
Supervisory Responsibilities
Direct Reports
This position does not have supervisory responsibilities for direct reports
Indirect Reports
This position does not have guidance or mentoring responsibilities for 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 up to 10%
Minimum Qualifications
Education Level: (Required) Bachelor's Degree or equivalent experience
(Preferred) MBA Degree or equivalent experience
Field of Study/Area of Experience: Finance, Business or Accounting, or equivalent job-related experience.
- MBA and/or CPA preferred
- 2-4 years of experience in Finance, Business, or Accounting
- Consumer goods, food and beverage or retail experience preferred
Skills, Knowledge and Abilities
- Ability to research and analyze data effectively
- Excellent written communication and verbal communication skills
- Ability to develop strategic plans to grow the business
- Strong prioritization skills
- Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
- Flexible and adaptable, able to change and alter according to changes in projects or business environment
- Excellent customer service orientation
- Good interpersonal skills
- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
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 The Company 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. The Company 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. The Company 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.
Job Locations US-CA-Irvine | US-WA-Seattle | US-CO-Denver | US-AZ-Phoenix | US-NV-Las Vegas | US-TX-Dallas
Primary Posting Location : City Irvine
Primary Posting Location : State/Province CA
Primary Posting Location : Postal Code 92602
Primary Posting Location : Country US
Requisition ID 2023-427124
Position Type Full Time
Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)
Minimum USD $80,000.00/Yr.
Maximum USD $85,000.00/Yr.
Financial Analyst (Pacific or Mountain Time Zone Preferred)
We are seeking a dynamic Financial Analyst who will support the Corporate FP&A function by working across the organization to aid in analysis to support the business and leadership. This pivotal role will help to tell the story of the company's performance to executive leadership, the board.
Take this opportunity to join North America's leading business solutions provider and build your career working with amazing people in a growing industry! Apply today!
Job Purpose
The Corporate Financial Analyst compiles and examines large sets of data and financial information to provide sound decision-support for senior leaders.
Job Responsibilities
- Financial Analysis and Reporting.
- Support monthly forecasting and annual budgeting processes.
- Prepare accurate and insightful financial analysis to drive decision-making for the executive team.
- Develop red-yellow-green dashboards to quickly identify divisional opportunities.
- Create RFP and pro forma P&Ls to highlight risks and opportunities of new business opportunities.
- Conduct effective presentations, conference calls and on-site meetings with other departments to deliver your message regarding financial impacts.
- Create and manage project plans.
Job Requirements
- BA in Finance, Business or Accounting or equivalent job-related experience; MBA and/or CPA preferred.
- 2 - 5 years of related experience.
- Collecting, analyzing and summarizing complex business information, drawing logical conclusions and solving problems.
- 2 years' experience with Power BI.
- 1 years experience with Microsoft Dynamics AX, Oracle, or SAP. (Dynamics AX preferred)
- Advanced skill level with Microsoft Excel
- Excellent verbal and written communication skills.
- Strong analytical and financial modeling skills.
- Ability to analyze large sets of data; develop and explain graphical representations.
- Flexible and comfortable in complex environments.
- Advanced proficiency in Microsoft Office applications.
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.
Position Summary
The Corporate Financial Analyst examines large sets of data and financial information in order to support sound financial and business recommendations.
Essential Job Duties and Responsibilities
Financial Analysis and Reporting
- Partner with Operations to identify opportunities for revenue growth and expense efficiencies
- Build strong working relationships with cross-functional business leaders to execute initiatives
- Support monthly forecasting and annual budgeting process
- Prepare accurate and insightful financial analysis to drive decision-making with the executive team
Project and Business Planning
- Attend divisional leadership meetings and provide financial support as required
- Review monthly financial results with senior leadership, provide clear and concise commentary to tell the story
- Develop red-yellow-green dashboards to quickly identify divisional opportunities
- Create RFP pro forma P&Ls to highlight risks and opportunities of new business
- Conduct effective presentations, conference calls and on site meetings with other departments to deliver your message regarding financial impacts
- Lead a variety of ad-hoc projects for the company
- Create and manage projects plans
Supervisory Responsibilities
Direct Reports
This position does not have supervisory responsibilities for direct reports
Indirect Reports
This position does not have guidance or mentoring responsibilities for 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 up to 10%
Minimum Qualifications
Education Level: (Required) Bachelor's Degree or equivalent experience
(Preferred) MBA Degree or equivalent experience
Field of Study/Area of Experience: Finance, Business or Accounting, or equivalent job-related experience.
- MBA and/or CPA preferred
- 2-4 years of experience in Finance, Business, or Accounting
- Consumer goods, food and beverage or retail experience preferred
Skills, Knowledge and Abilities
- Ability to research and analyze data effectively
- Excellent written communication and verbal communication skills
- Ability to develop strategic plans to grow the business
- Strong prioritization skills
- Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
- Flexible and adaptable, able to change and alter according to changes in projects or business environment
- Excellent customer service orientation
- Good interpersonal skills
- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
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 The Company 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. The Company 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. The Company 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.
Job Locations US-CA-Irvine | US-WA-Seattle | US-CO-Denver | US-AZ-Phoenix | US-NV-Las Vegas | US-TX-Dallas
Primary Posting Location : City Irvine
Primary Posting Location : State/Province CA
Primary Posting Location : Postal Code 92602
Primary Posting Location : Country US
Requisition ID 2023-427124
Position Type Full Time
Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)
Minimum USD $80,000.00/Yr.
Maximum USD $85,000.00/Yr.
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