Sr. Financial Analyst- Sales

Overview

Senior Financial Analyst - Sales | Urbandale, Iowa

Summary:

Assists with the preparation and analysis of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special projects and other duties as assigned and based on business necessity.

• Provide ongoing support to designated functional teams and team members, including recurring reports, ad-hoc support, responding to questions, investigation and follow-up, providing guidance, and participation in various team events and activities.
• Prepare and analyze monthly financial reporting summaries for management across designated functional areas.
• Provide financial support for discounting, promotional, or other sales programs effectiveness.
• Analyze sales trends and support the sales and operations planning process; identify poor-performing customers using recurring reports and ad-hoc requests for improvement plans.
• Identify and research variances to the plan and prior year on monthly operating expense reports; identify areas of risk and cost-control/savings opportunities; report findings to management.
• Handle monthly cyclical activities to support the month-end close (e.g., journal entries, reconciliations).
• Lead in the preparation of expense budgets and forecasts; recommend and implement process and methodology improvements.
• Maintain cost center, account structure, and financial allocations as necessary.
• Prepare and submit journal entries; prepare year-end and interim audit work papers.
• Undertake special projects as assigned.

• Strong interpersonal and communication skills; ability to maintain professionalism under pressure.
• Proficiency in Excel; experience compiling, reconciling, and analyzing large data sets from various sources.
• Ability to read, interpret, and explain policies, processes, and company reports; excellent verbal and written English; public speaking and customer service skills.

• Bachelor’s degree in Finance/Accounting, and three to five years related experience and/or training, or equivalent combination of education and experience; experience in Finance or Accounting preferred.
• Ability to manage multiple tasks in an environment of constant interruptions and prioritize responsibilities.

• Reasoning ability to solve practical problems; ability to define problems, collect data, establish facts, and draw valid conclusions.
• Mathematical and analytical skills: ability to compile and decipher information in spreadsheet formats; relate financial information across formats.
• Strong computer skills: highly proficient in Microsoft Excel; familiarity with Word, Outlook, PowerPoint;
  Oracle and Hyperion a plus.
• Professional demeanor: team player, self-motivated, detail-oriented, able to handle confidential information, and capable of clear communication and effective collaboration.

• Regularly sit and use hands; operate a computer and phone; ability to reach with hands and arms.
• Occasionally lift up to 25 lbs; vision requirements for reading forms and documents; ability to adjust focus.
• Primary work location is at the designated site; occasional access to manufacturing areas; potential for remote work for certain tasks.
• Work environment typically office-based with moderate noise; eye and hearing protection as required in plant areas.