Financial Performance Analyst

3 weeks ago


West Jordan, Utah, United States Walker Edison Full time
Job Title: Customer Profitability Specialist

About Us:

Walker Edison is a leading eCommerce company that excels in providing excellent customer experiences through innovative products and services. We are seeking a dynamic Customer Profitability Specialist to support our Product Development and Sales teams.

Salary:$80,000 - $110,000 per year

About the Role:

This role involves evaluating financials for new product development, conducting forecasting and planning, and providing in-depth analysis of customer profit and loss (P&L) statements. The successful candidate will be responsible for managing and delivering monthly customer P&L reports, supporting promotional analysis, and maintaining accurate master price lists.

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.

Requirements:

  • 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.

What We Offer:

We offer a comprehensive benefits package, including 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 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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