Walker Edison | Financial Analyst

3 weeks ago

west jordan, United States Walker Edison Full time

Walker Edison is a thriving, eCommerce company that relies on good data and hard-working employees to create an excellent experience for every customer. Our success comes from an attitude of innovation, never settling, and giving back to the community. We are seeking a dynamic and analytical Financial Analyst to support both the Product Development and Sales teams. This role is pivotal in evaluating financials for new product development, conducting forecasting and planning, and providing in-depth analysis of customer profit and loss (P&L) statements. The Financial Analyst will play a key role in managing and delivering monthly customer P&L reports, supporting promotional analysis, and maintaining accurate master price lists. The ideal candidate will have experience in the consumer goods industry and a strong background in financial analysis related to new product development and sales support.


Responsibilities:

· Create, analyze, and maintain customer-specific P&L statements.

· Provide monthly reporting and insights on customer P&L performance.

· Collaborate with the Sales team to identify opportunities for improved profitability and strategic growth.

· Present customer P&L summaries to key stakeholders, highlighting trends, risks, and opportunities.

· Partner with the Product Development team to assess the financial viability of new product concepts.

· Develop detailed cost models, pricing strategies, and margin analyses for proposed products.

· Provide actionable insights to optimize product profitability.

· Support annual and quarterly planning processes for both Product Development and Sales teams.

· Monitor key product and customer metrics, providing regular updates and recommendations.

· Evaluate the financial performance and ROI of promotional strategies.

· Collaborate with Sales and Marketing teams to refine promotional plans based on data-driven insights.

· Maintain accurate and up-to-date master price lists across all product lines and customer accounts.

· Ensure consistency and accuracy in pricing across channels and regions.

· Implement robust processes and controls for price list updates.

Qualifications/Functional/Technical Competencies:

· Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred.

· 3-5 years of financial analysis experience, with emphasis on customer P&L and sales support.

· Experience in the consumer goods industry, with a strong understanding of new product development.

· Proficiency in financial modeling, forecasting, and analysis tools (e.g., Excel, financial software).

· Experience with ERP and reporting systems (e.g., SAP, Oracle, Power BI).

· Excellent analytical, organizational, and problem-solving skills.

· Strong interpersonal and communication skills to collaborate effectively with cross-functional teams.

· Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

· Familiarity with customer profitability analysis and retailer-specific strategies.

· Experience in sales reporting and promotional analysis within the consumer goods industry.

· Knowledge of supply chain and production cost structures.

Benefits

Comprehensive benefits include generously subsidized medical, dental, and vision insurance as well as life insurance, dependent care and flex spending accounts, a generous 401k match, pet insurance, generous PTO, education reimbursement, and a flexible working environment.


Walker Edison is proud to be an equal-opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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