Job Description

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Job Title: Financial Analyst 3

Location:  Plano, TX

Duration:  12 Months

Job description:

Skills:

  Verbal and written communication skills, attention to detail, and critical thinking.

  Ability to work independently and manage one's time.

  Ability to analyze business trends and project future revenues and expenses.

  Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.

  Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.

  Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Roles and Responsibilities:

 

Financial Planning & Operations:

• Work closely with National retail account managers and channel marketing managers to gather required docs for promotional spend program submission • Responsible for collecting and submitting planned promotional spend into internal system (NERP) in timely manner • Navigate organization to follow through on program submission to ensure management/finance approval before the program execution • Responsible for managing, tracking and validating promotional claims and POS activities • Work with related stakeholders to research payment reconciliation issues that arise from audits • Generate required material to validate payments and resolve discrepancies and variances with customers • Reconcile carrier commissions against in-store reporting to ensure timely and accurate payment • Access customer systems to collect claim information, invoices and other related materials • Participate on month-end closing and any other adhoc request, including P&L/SD/MDF preparation but not limited to

Reporting & Analysis:

• Support on regular reporting of budget status, spend analysis, and other financial metrics by category and channel.

• Assist with ad hoc strategic projects, including planning, tracking, reporting, and documentation of all aspects of the projects.

• Support in creating analytical for business decision-making of channel partners and account teams including but not limited to: maintain monthly D3 program tracker, reconcile forecast data and spending, and other data-driven insights to support GTM programs.

• Analyze completed program results and prepare data interpretation to management when required

 

Experiences and Qualifications

• Bachelor’s degree in Finance, Business or Accounting • A proven self-starter, he/she must be a highly motivated individual with a strong ability to aggregate and consolidate from disparate data sources not readily available or stored.

• Excellent proficiency in Excel, Query, and Pivot Table to automate monthly reporting is preferred. Experience with Tableau and/or MSFT Power BI is a plus.

• Exceptional strategic planning and analytical skills, budget management, financial acumen, and organizational planning aptitudes required.

 

Necessary Skills and Attributes

• Develop and maintain excellent working relationships with all assigned levels within and outside the company and its constituents.

• Strong proficiency in navigating large organizations and multiple points of contact to complete a singular task • Work independently and in a team environment in order to achieve business objectives, personal and team goals and complete assignments within established time frames and specifications.

• The ability to prioritize and execute tasks and work assignments, based on sometime vaguely defined objectives.