SUMMARY The Financial Analyst, Reporting, Systems & Analysis position provides key support for FP&A and Accounting by performing a variety of financial activities including reporting, analysis, using and building financial models and providing insights and interpretation of financial data using automated systems and tools in collaboration with colleagues and business partners across the organization to promote growth aligned with company strategies and targets.
ESSENTIAL FUNCTIONS
Responsible for preparation of the monthly financial package, including preparation of all financial statements, bank covenant statement, investor reporting, variance analysis, margin analyses, and others.
Support FP&A team by preparing and providing relevant information and financial analysis required for external disclosures, board meetings and management reporting including fluctuation and trending analysis, forecast results and long-term planning information as needed.
Review, monitor and analyze enhanced management reports / dashboards / KPI’s to improve business partner business understanding, financial literacy and decision making (Sales/Deduction reporting, cash dilution analysis, customer P&L’s, Amazon Spend analysis etc). Under the direction of the Manager, FP&A Operations & Supply Chain, develop new reports and dashboards.
Assist in the preparation of 3-year operating plans, annual budget and LE (forecast) update
Independently perform analysis using pre-existing models to support decision making while also identifying opportunities for improvement/automation.
Effectively discuss complex financial concepts with those inside and outside the finance organization.
Act as a Finance department subject matter expert for Workday Adaptive with special emphasis on planning and financial reporting.
Collaborate with the FP&A, Controller and IT team in the development and maintenance of financial tools, systems and reporting with the goal of being the finance systems subject matter expert (Power BI, Adaptive, Microsoft Dynamics AX financial master data, TradePro financial master data, and others).
Perform economic research and studies where analysis of situations or data require as needed.
Other projects as assigned.
REQUIREMENTS Experience/Education:
Minimum of 3 years of work experience in Finance
Solid knowledge of financial information systems
Bachelor’s degree in Accounting, Finance or equivalent education
CPA or public accounting experience is a plus
Background and exposure to areas of finance such as FP&A, accounting and/or tax preferred.
Knowledge/Abilities/Skills:
Ability to review, prepare, and analyze financial, statistical and analytical reports and metrics.
Ability to identify financial performance trends, anticipate impacts and explain variances.
Skills and aptitude to analyze, prioritize, and synthesize all types of information to allow consistent, timely and effective business impact.
Ability to use and develop detailed / automated financial models.
Strong technical accounting skills and knowledge of GAAP
Excellent organization skills, attention to detail
Well-developed planning, organization, analytical, interpersonal and communication skills.
Ability to build partnerships, problem solve, influence decisions and work in a collaborative style both within finance and with business partners throughout the organization.
Forward-thinking in implementing tools and techniques to improve analytics to drive better business decisions
Process-oriented thinking with an eye toward improvements whenever possible
Ability to effectively manage competing priorities and meet deadlines
Demonstrated ability to maintain confidentiality of sensitive information, exercise discretion, and display good judgement
Excellent verbal and written communication skills
Excellent interpersonal skills
Strong team player
Commitment to and ability to demonstrate TM’s Company values: humility, respect, quality, collaboration, innovation and sustainability
Technical Skills:
Familiar with financial planning / management reporting systems (Hyperion, Cognos, Adaptive, Host, etc.); Workday Adaptive preferred.. Design and implementation experience a plus.
Proficient with accounting and ERP systems such as Dynamics AX
Intermediate level skills with MS Office Suite including: Excel, PowerPoint and Word. Must demonstrate strong aptitude for Excel; advanced level Excel skills preferred (queries, macros and advanced pivot tables).
Travel Requirements:
Occasional overnight travel to conferences / seminars or other company locations may be required
Travel to and from the Rohnert Park, CA offices and Sebastopol, CA offices for work purposes
Physical/Mental Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Traditional Medicinals, Inc. and its subsidiaries are proud equal-opportunity employers. We wholeheartedly embrace authenticity, diversity, and people's differences. We acknowledge, celebrate, and support individuality to the great advantage of our consumers, our stakeholders, our products, and the planet. We are committed to building an inclusive workplace for all our people. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Compensation range is $79,200 - $103,950 Compensation is determined based on non-discriminatory, business-related factors, including but not limited to, training, experience, education and/or professional certifications, geographic location, and market data.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Food and Beverage Services
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