The Analytics and forecasting lead partners with various teams to develop and refine the company’s forecasting, reporting and budgeting models. Assists in developing, monitoring and publishing daily, weekly and monthly reports analyzing forecasts to actuals; identifying trends and variances to improve forecast accuracy; and providing recommendations to improve the overall forecasting and reporting processes. Supports the finance, sales, marketing and supply chain teams by building weekly and monthly models as needed for production and inventory planning. Assists with any ad hoc analysis and projects, including those that may require Python or SQL programming for large data sets, which may be requested. Supports analytical efforts throughout the company, operating with little guidance or supervision for completing modeling projects.
RESPONSIBILITIES AND DUTIES:
•Analyzes and presents monthly and quarterly budget to actual variance analysis
•Develops, maintains, and automates spreadsheets for reports, budgets and forecasts.
•Assists with updating and automating existing budgeting and forecasting financial models
•Prepares daily, weekly, monthly, quarterly and annual reports
•Works directly with the Sr. Director of Product Marketing on the budgeting, forecasting and planning process for the company
•Ad hoc/special projects as assigned, such as average selling price analysis, customer retention analysis…
•Maintains and develops business and financial analytics for the company
•Compiles weekly and monthly sales reports and assist in presenting the metrics, charts, tables, and graphs to corresponding teams
•Develops key analysis using statistical forecasting techniques and interactive dashboards for the Marketing and Sales department
•Handles confidential information and facilitate communication between appropriate departments
•Performs quantitative and qualitative analysis on financial and sales data
•Creates and automates financial data reports and sales projects per product line, business unit and customers
•Updates regularly the Bottom-up forecast and add new functionalities/charts to the existing digital platform (currently power PI)
•Centralizes long term forecast and pipeline business cases. Works with owners to build/update business cases.
•Develops and owns process for budgeting cycle.
•Assisting finance with the calculation of quarterly and annual rebate accruals and payments.
•Bachelors in finance, Accounting, Economics or Analytics
•5-10 years of related finance or accounting experience
•Excellent MS Excel skills including: pivot tables, lookups, advanced summing functions
•Power BI, Python or SQL work experience a plus