Senior Financial Analyst

3 days ago


Framingham, Massachusetts, United States PDS Tech Commercial, Inc. Full time
Senior Finance Assistant Job Description

We are seeking a highly skilled Senior Finance Assistant to join our team at PDS Tech Commercial, Inc. As a key member of our finance department, you will play a pivotal role in analyzing financial performance and sales data to inform business decisions.

Key Responsibilities:

  • Conduct thorough financial analyses of sales, pricing, margins, productivity, EBIT, and cash flow.
  • Develop and enhance financial reporting processes, organizing data into accessible reports and performing key metric analyses.
  • Support the weekly flash reporting process through detailed daily revenue analysis and estimates.
  • Drive the monthly forecasting process with in-depth trend analysis impacting P&L and Balance Sheet.
  • Load relevant data into the financial consolidation system and ERP for forecasting, annual planning, and long-term strategy.
  • Collaborate with accounting teams to ensure accurate month-end closing processes and resolve any issues.
  • Prepare insightful post-close financial reports to analyze trends and recommend improvements.
  • Produce detailed sales revenue and margin reports, analyzing data by customer, product, and territory.
  • Partner with Commercial teams to assess pipeline opportunities and inform forecasting.
  • Work with Logistics and Supply teams to manage inventory inputs and outputs.
  • Collaborate across functions to support and execute Sales incentive plans and enhance Customer Experience initiatives.
  • Provide ad-hoc support in various finance areas including AP, vendor management, and treasury functions.
  • Participate in business transformation efforts.

Requirements:

  • Bachelor's degree in Finance, Accounting, or Business.
  • 3-5 years of relevant experience in finance or a related field.
  • Strong ability to consolidate and present large data sets clearly and effectively.
  • Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.
  • Experience with large ERP systems is preferred; knowledge of advanced data analytics tools (SQL, Power BI) is a plus.
  • Excellent verbal and written communication skills.
  • Ability to engage effectively with all levels of the organization.
  • A proactive approach with a commitment to continuous improvement.
  • Strong alignment with our core values: Respect, Integrity, Inclusion, Innovation, and Excellence.
  • Proficiency in English is required; proficiency in Portuguese and/or Spanish is a strong plus.


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