| Location | CHANHASSEN, MN |
Job Summary:
Compensation: $72,142 - $101,-050
The Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership.
Responsibilities/Duties:
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 key budget, forecast, and reporting deliverables
Margin Analysis:
Publish and present monthly margin analysis based on vendor and customer pricing
Partner with business and operations to understand margins and recommend opportunities
Process Improvement and Documentation:
Respond to customer feedback to improve budget, forecast, and margin processes
Document workflows, analytical techniques, and business processes
Reporting and Ad-Hoc Analysis:
Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins
Miscellaneous:
Other duties as required to benefit the organization
Leadership Competencies:
Qualifications/Skills:
Technical Proficiency:
Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word
Proficiency in the use of ERP accounting software; SAP preferred
Financial Knowledge:
Understanding of complex financial ratios and financial performance measurements
General knowledge of GAAP and accounting theory
Analytical and Data Interpretation Skills:
Strong interest in interpreting and telling a story with data, trends, and analysis
Attention to Detail and Teamwork:
Detail-oriented, ability to work independently and as part of a team
Communication Skills:
Must have good written, verbal, and analytical skills
Education and/or Experience: