Financial Analyst

This position will partner with the Operations team in the Healthcare Businesswomen's Association from a financial analysis capacity.

This role is expected to work hand-in-hand with the Regional Operations VP, branch leaders, and transportation leaders to analyze and investigate complex information reported in the internal financial statements and other periodic financial reports.

Key Responsibilities:

• Develop a deep understanding for the distribution center process flow and articulate how specific actions influence financial results.
• Maintain regional financial forecast models and work with branch and transportation leaders to improve accuracy / drive performance.
• Analyze and communicate financial results and performance KPIs to regional leadership.
• Identify high and low performing areas and discuss performance drivers and future forecast expectations.
• Partner with distribution center leaders to maintain an accurate rolling forecast as well as annual plan / quarterly outlook submissions.
• Understand key initiatives within the distribution center and how they will be reflected financially.
• Ensure forecast expectations are accurately reflected in Anaplan.
• Provide financial decision support through NPV / ROI analysis, and scenario modeling for proposed investments, projects, or new business initiatives.
• Provide recommendations to regional leadership.
• Create meaningful relationships with team members across all areas of the distribution center and develop an understanding of each team's role.
• Possess the ability to articulate clearly how specific events / actions impact financial results.
• Ensure accuracy in the region's financial results and reporting.
• Collaborate with Information Systems, Engineering, Finance and other Operations teams to ensure data integrity.
• Drive continuous improvement by creating new analysis, innovating on current metrics and reporting.
• Use SQL and advanced excel functionality to interpret large quantities of data and provide a meaningful analysis.
• Ability to travel within the region as needed (~15%).

Requirements:

• Bachelor's degree
• At least three years Finance experience
• Advanced Microsoft Excel skills including PowerPivot, PowerQuery, pivot tables, multiple if statements, financial modeling
• Experience using SQL (joining tables, nested queries)

Preferred Requirements:

• Bachelor's degree in Finance, Supply Chain, or related field
• Some Distribution center / supply chain experience
• Experience using Alteryx (building workflows from multiple data sources)
• Experience using Tableau (building dashboards, calculated fields, parameters and sets)
• Familiarity in SAP financial enterprise reporting system and Oracle EPM