Financial Analyst

Description:

The Financial Analyst is responsible for analyzing and evaluating complex financial and operational data by gathering and normalizing disparate data from various sources. The Financial Analyst will assist with the creation and completion of the budgets + forecasts, variances reporting, product pricing, and M&A evaluation and integration. This position reports to the Finance Manager and will work closely to the Chief Financial Officer.

About Us
Founded in 1981, Specialty Appliances is one of the largest orthodontic labs in the country, known for our industry-leading quality, unparalleled customer service, and short lead times. As of December 2019, Specialty Appliances partnered with Reynolda Equity Partners, a North Carolina-based private equity firm. The investment from Reynolda Equity Partner supports an accelerated organic and inorganic strategy to further accelerate our growth trajectory.
Specialty Appliances is a fast-paced, high-growth private-equity-backed company looking for strong team members to join their growing team.
Requirements:
Minimum Qualifications
Bachelor's degree in finance, accounting, or a related field
Strong software skills with ERP and FP&A systems, preferred
Effective knowledge of Databases, SQL queries, and Data Analysis, preferred
2-4 years of relevant experience, with at least 2 in FP&A or similar/complementary role
Proven ability to multi-task, meet deadlines, and work in a fast-paced environment
Independent, hands-on, and self-directed
Must be detail-oriented and highly organized
Advanced experience with Excel with modeling skills
Effective data visualization skills in tools such as Excel, PowerPoint, or Tableau
An energetic, forward-thinking, and creative individual with high ethical standards and an appropriate professional image
Strong decision-making, problem-solving, and time-management skills
An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills
Familiarity with Generally Accepted Accounting Principles (GAAP)
Job Duties/Requirements
Assist with preparation and completion of budgets, forecasts, and long-term plans
Work with functional business partners on budget, forecasts, and other investment requests
Analyze actual performance to budget/forecast and monitor trends of key performance indicators
Develop (as needed) and analyze financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
Provide analytical insights of business performance
Use SQL queries to source data for ad-hoc analysis and special projects
Prepare daily, weekly, and monthly reports
Improve upon current reporting and processes to drive efficiencies
Summarize complex financial data and make recommendations
Assist with the preparation of presentations for Board of Directors and Senior Management
Keep abreast of key trends in the companys operations and the orthodontic industry, as well as collect and analyze data to gain a better understanding of what impacts financial results
Will help drive effective decision-making by building and presenting simulations, financial models, cost analyses, ROI, and proformas to assist with achieving strategic goals
Work with operational leadership to develop, implement, and monitor organization-wide KPIs to support clear decision-making and drive ROI
Responsible for working with the operational leadership to drive efficiencies, guide decision-making, address manufacturing variances, and develop actions to reduce or eliminate variances in raw materials, product consumption, labor, and overhead
Aid in financial modeling and analyses on pricing decisions, contract negotiations, and purchasing capital equipment
Ability to remain calm, courteous, and professional when dealing with all types of people.
Safeguard and protect confidentiality of company and patient information as defined by the companys Confidentiality Agreement.

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