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:

Leads Self Communicates Effectively & Candidly Drives for

Results Demonstrates Accountability Takes Initiative Collaborates 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:

Bachelor's degree in accounting, finance, economics, math, or related field 2+ years accounting/finance experience preferred Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.