Sr Financial Analyst

Must Currently Live in the Providence/Boston area.

SUMMARY

The role of Senior Financial Analyst entails serving as a strategic partner to commercial and category leaders, providing comprehensive financial analysis to drive informed business decisions.

PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

• as the financial liaison to sales and category leaders, providing strategic financial insights that support decision-making.
• financial analysis for new product launches, including capital expenditure evaluation, pricing strategies, profitability assessment & customer ramp up volumes.
• financial planning and analysis for product transitions, ensuring financial targets are achieved with minimal disruption and inventory.
• comprehensive portfolio analysis to evaluate the profitability of customer segments, fulfillment method, and product categories, identifying opportunities for growth & optimization.
• with various teams across the company on cost-saving initiatives and margin enhancement strategies to improve overall financial performance.
• the management of trade investments and promotional spending, ensuring optimal allocation of resources for maximum return on investment.
• detailed reports and presentations for senior management, highlighting financial trends, forecasts, and strategic opportunities.
• commercial & category scenario planning meetings, including preparation of P&L’s for both customer & category views.
• forecasting for sales and margin of product lines category & sales channels down to the contribution margin level.
• budget and forecasting cycles by leveraging industry & POS data and incorporating assumptions into projections.
• a super user for SAP Analytics Cloud as it pertains to gross margin reporting.

QUALIFICATIONS & EXPERIENCE

• degree in Finance, Accounting, Business, or a related field; Master’s degree or professional certification (e.g., CFA, CPA) preferred.
• of 3 years of experience in financial analysis or a similar role, preferably within a commercial or product-focused environment.
• be an exceptionally strong user of Microsoft Excel
• Power BI experience
• analytical skills with a proven ability to work through complex data and deliver insightful, actionable recommendations.
• communication and interpersonal skills, capable of working effectively with leaders and teams across business functions.
• in financial modeling and analysis tools, as well as ERP systems and standard office software.
• in consumer goods, retail, or a similar dynamic industry is highly desirable.
• ability to manage multiple projects simultaneously under tight deadlines.

WORK ENVIRONMENT

• General office environment
• In-Office Monday – Thursday 8:00 AM – 5:15 PM EST, Friday 8:00 – 1:00 PM