Position Title

FINANCIAL ANALYST

Reports To

director, FINANCIAL PLANNING & ANALYSIS

Division

AB Mauri North America

FLSA Status

EXEMPT

Department/

Location:

finance

Approval Date

Position

Objective

Under direction of the Director, Financial Planning & Analysis, the Financial Analyst is responsible for preparation and delivery of our annual budget, quarterly forecasts and month-end closing process. Create insightful reporting to drive business decisions. Partners with IT in development of data solutions to meet these ends.

Key Result Areas

Performance Standards:

CORE VALUES

Continuously exhibit and set the example for others in display of Company values: Customer Centric, Ambitious, Proactive, Innovative, Collaborative and Accountable.

FORECASTING & BUDGET

• Present summary of the forecast to senior management.
• Analyze forecast data to ensure forecast accuracy.
• Support preparation of the Quarterly forecast & budget presentation and package deliverables.
• Assist in month end performance analysis across the P&L and BS.
• Ensure cross functional team members accuracy and completion of forecast objectives.
• Create templates to facilitate the budgeting & forecasting processes.
• Prepare variance analyses comparing current reforecasts to budget/previous reforecasts and actual cost.
• Enter budget/forecast information into TM1 system and complete various supplemental schedules required by Global.
  
  

FINANCIAL STATEMENTS

• Assist in monthly income statement and preparation and consolidation.
• Expedite reporting through use of PowerBI, Planning Analytics, Excel and ERP.
• Prepare various analyses, distribute to management and respond to any subsequent inquiries.
• Prepare ad hoc analyses, as requested.
• Provide oversight in relation to reporting accuracy and validity of forecasts as a result of above-listed analyses.
  
  

SYSTEM IMPLEMENTATION & MAINTENANCE

• Assist in ongoing functionality improvements to performance management tool (Planning Analytics) and Power BI (UI and backend dataflows).
• Interact with consultants & IT professionals to understand process flows and interfaces with other financial tools and systems (LX/ERP, Datawarehouse, PowerBI, Planning Analytics)
• Ensure data accuracy from performance management system improvements.
  
  

Other

• Other duties as assigned
• Light Travel
  
  

Qualifications

A combination of the listed skills and knowledge is preferred

• Bachelor’s degree in finance or business.
• 3+5+ years’ related professional level finance or accounting experience.
• Strong PC, PowerBI (or other business intelligence tools), Excel, Powerpoint skills
• Excellent oral and written communication and interpersonal relations skills.
• Strong analytical and organizational skills.
• Literacy with integrated business systems.
• Experience implementing new financial systems
  
  

Other Factors

• Light travel
  
  

working conditions

• Normal office working environment, open space