Sr. Financial Analyst - Apex Systems : Job Details

Job Posting

Apex is seeking a Financial Analyst to join a growing company near West Chester, PA. This is a Hybrid role. Only local candidates will be considered.

Job Purpose/Overview

The Retail Sr. Financial Analyst will have the responsibility to develop, track and report profitability of the business under the retail channel. As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leadership team to make strategic company decisions.

Key Responsibilities

• Prepare monthly financial reporting for the management reflecting actual results and comparison vs forecast/budget.
• Analyze trends through key performance indicators in order to give right guidance to the key stakeholders.
• Interact with Retail Sales Department to build specific action plans to improve channel and customer P&L profitability.
• Build new reporting and manage return on promotion investments through new Trade Promo Management tool.
• Manage pricing strategy and implementation for the specific channel.
• Work closely with Sales Department, Marketing Department and Commercial Strategy department in order to build business cases for new product launches.
• Assist key stakeholders on ad hoc analysis and Business Cases.
• Work closely with Sales Department and A/R department to better understand trade spend estimates for the closing period.

Context and Scope

The Sr. Financial Analyst will be an agile member of the team as the role must heavily collaborate, understand with all members of the greater finance team in order to develop narratives and insights from the numbers. The role will be the key facilitator of communicating the month end results, monthly forecasts and annual budget submissions. Also, the role will be the analytical central hub for the finance team. The role should lead and innovate all new modelling based on insights and business knowledge. The broad scope of this role requires the individual to be proficient with accounting and have advanced skills in analytics.

Job Specifications/Qualifications

1. Education & Professional Qualification

• Four-year college degree from an accredited institution, Accounting / Finance or Management Information Systems

2. Knowledge/Experience

• 3-to-7 years of related experience, must be within a large multinational CPG organization
• Expert Excel, Word and PowerPoint Skills; SAP knowledge desirable
• Strong analytical skills; as well as verbal and written communications skills
• Excellent understanding of P&L preparation and analysis of variances
• Position requires ability to quickly shift priorities to adapt to changing requirements. Ability to meet tight deadlines
• Excellent organizational skills with an ability to think proactively and prioritize work
• Ability to manage multiple tasks and a high volume of work in an accurate and timely manner

Level of Role, Competencies

Individual Contributor

• Delivers Consistent Results
• Creates Collaborative Relationships

People Leader

• Develops Talent
• Engages Associates

Senior Leader

• Practices Breakthrough Thinking
• Navigates Complex Challenges

Key Supporting Competencies

• Action oriented
• Drive for Results
• Business acumen
• Communication skills
• Dealing with Ambiguity
• Customer focus

Key Functional Competencies & Technical Skills

• Problem Solving
• Financial Analysis
• Understanding of Accounting

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.