This role will play a key part in the budgeting, forecasting, reporting, and margin analysis processes while partnering closely with executive leadership, operations, and business stakeholders to drive financial performance and support strategic decision-making. Our client, a leading organization within the industrial products and distribution sector, is seeking a Financial Analyst - Budgeting & Margin Analysis to join its Finance team.

Financial Analyst - Budgeting & Margin Analysis

About the Opportunity

Our client, a leading organization within the industrial products and distribution sector, is seeking a Financial Analyst - Budgeting & Margin Analysis to join its Finance team. This role will play a key part in the budgeting, forecasting, reporting, and margin analysis processes while partnering closely with executive leadership, operations, and business stakeholders to drive financial performance and support strategic decision-making.

Location:
Eden Prairie, MN

Work Model:
Hybrid, 3 days on-site required per week, must be current Minnesota resident.
No relocation.

Compensation:
$80,000 - $105,000/year

Key Responsibilities

Budgeting & Forecasting

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• Support the annual budgeting process, including sales, gross margin, and operating expenses.
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• Coordinate periodic P&L forecasting and mid-year financial updates.
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• Prepare variance analyses and executive-level presentations comparing actual results against budget and forecast.
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• Ensure the accuracy, integrity, and timeliness of budgeting, forecasting, and reporting deliverables.
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Margin Analysis & Business Partnership

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• Prepare and present monthly margin performance analyses, including customer, product, and pricing trends.
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• Partner with operations and business leaders to identify drivers of profitability and opportunities for margin improvement.
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• Provide actionable recommendations based on financial and operational data.
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Process Improvement

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• Identify opportunities to enhance budgeting, forecasting, reporting, and margin analysis processes.
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• Develop and maintain process documentation, workflows, and analytical methodologies.
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• Support continuous improvement initiatives across the finance function.
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Reporting & Analytics

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• Create, maintain, and distribute recurring and ad hoc financial reports.
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• Analyze business performance trends and provide insights to support decision-making.
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• Help translate complex financial data into meaningful business recommendations.
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Additional Responsibilities

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• Support special projects and other finance-related duties as needed.
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What We're Looking For

Technical Skills

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• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
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• Experience working with ERP systems; SAP experience is preferred.
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• Strong financial modeling, reporting, and analytical capabilities.
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Financial & Analytical Expertise

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• Understanding of financial metrics, profitability analysis, and performance measurement.
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• Working knowledge of GAAP and general accounting principles.
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• Ability to interpret complex data and communicate actionable insights.
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Professional Skills

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• Detail-oriented with strong organizational skills.
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• Ability to work independently and collaboratively in a team environment.
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• Excellent verbal, written, and presentation skills.
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• Self-motivated with a strong sense of accountability and initiative.
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Preferred Qualifications

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• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field.
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• 2+ years of experience in finance, accounting, FP&A, or financial analysis.
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• Experience supporting budgeting, forecasting, and profitability analysis within a distribution, manufacturing, or industrial environment is a plus.
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