Financial Analyst

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Job description

The Financial Analyst role will be responsible for preparing, coordinating, and documenting financial analysis related explicitly to evaluating customer accounts. In addition, this role will partner with highly skilled professionals across the business to drive efficient processes, generate valuable insights and produce effective communication. This candidate will be intellectually curious, highly energetic, and passionate about making the company successful. In addition, the person in this role will have the mentality to think like the business owner and take a proactive yet collaborative approach to accomplish business goals. This position reports directly to the Director of Finance and Operations.

Responsibilities:

The Financial Analyst role will be responsible for preparing, coordinating, and documenting financial analysis related explicitly to evaluating customer accounts

In addition, this role will partner with highly skilled professionals across the business to drive efficient processes, generate valuable insights and produce effective communication

This position reports directly to the Director of Finance and Operations and will work on-site in Dallas, Texas

Month-end processes include closing and finalizing the reconciliation of customer accounts and issuing credits or invoices

Partner with Program Management, Commercial and Supply Chain teams on maintaining customer status, escalations, and resolutions concerning Inventory Turns Agreements

Ability to read and interpret customer contractual agreement conditions

Analyze inventory positions and determine invoicing/credit actions needed

Perform detailed analysis of customer accounts

Requirements:

Bachelor's degree or equivalent experience required

2+ years of relevant financial experience

Strong continuous improvement mindset

Understanding of financial budgeting and forecasting concepts and modeling

A team player who is collaborative and receptive to ideas from others and works effectively across functions to identify and resolve critical issues

Dedicated, professional attitude; enthusiastic and willing to learn in a high change/high pace environment under tight deadlines

A creative yet pragmatic problem solver who is hands-on and detail-oriented

Experience working with a SaaS CPM Solution such as Adaptive Planning, Hyperion, etc

Excellent skills in Microsoft Excel and PowerPoint

Ferretti Search is an award-winning Recruitment Firm specializing in Executive Recruiting and Staffing. Our product is people. Ferretti Search has a dedicated team of executive recruiters ready to help our clients find employment solutions that benefit them as well as match our candidates with a company that meets their job preferences and career goals. At Ferretti Search, we believe in transparency throughout the entire process in order to serve our clients and candidates better. We take pride and value our relationship with our clients and candidates.

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