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Role Overview
This position serves as a key financial support for the organization and a key leader role for the finance team and will have extensive visibility and interaction with senior levels of the business. As a global role for the organization, the position requires broad thinking and ability to parcel and consolidate large financial & data sets.
The focus of the role is to help lead the business reporting, planning and forecasting functions with the CFO. A successful candidate will be smart, have a strong analytical mindset, proven technical ability and possess excellent people skills.
Balancing between past, present and future timeframes, candidates will report and analyze data to enable all lines of business and teams an improved understanding of overall performance (department to consolidated). A key function of the role is the close tracking of sales, sales trends and forward-looking sales projections; critical to the success of the potential candidate is her / his ability to not simply report but to analyze and interpret sales analytics and make data-driven recommendations.
The role will have equal part tactical and strategic lens helping organization manage results while looking forward strategically supported by insights-driven data. The candidate should be skilled in storytelling to help translate results or numbers-driven data to easily digestible narratives.
Performance Objectives
Quickly develop an understanding of our financial performance and strategic imperatives.
Continuous financial analysis and planning processes for sales information for product, customer and market segments including volume and pricing trends.
Assist in the creation of detailed profitability analysis that will allow product and customer profitability reporting.
Assume key responsibilities and drive improvements in the revenue target tracking process, coordinating activities with the CFO.
Responsibilities
Revenue Recognition Management
Finance Close Management [Consolidations, Tax Provisioning, Allocations, InterCompany]
The position will be required to develop and implement and manage dashboards.
In conjunction with CFO lead the financial KPI process for the business unit.
Take a lead role in analyzing weekly, monthly and quarterly results and preparing business reporting to business unit and executive management teams for sales performance.
Monthly analytics include in-depth analysis of performance across product lines, customers and market segments.
Help support the Annual Budget Process with CFO and COO for all segments of the business from department to Line of Business
Participate in the segment Run-the-Business (RTB) meetings as the finance representative to provide RTB members key insights to help analyze performance to drive target achievement.
Competencies
Four-year bachelor’s degree in finance or accounting, MBA or CPA is preferred but not required.
3-5 years of experience in business analysis, financial planning and reporting.
Exceptional proficiency in building financial models and knowledge of excel
Experience with Business Intelligence tools (PBI, Tableau, etc.) with working knowledge of DAX, SQL or R highly desired
Must have previous management experience building and leading a high functioning, professional financial KPI’s.
Previous experience working with integrated ERP systems and highly proficient in information technology financial applications, preferred NetSuite experience.
