Job Description
Job Description
The mission of the Financial Analyst is to provide data-driven insights and strategic financial guidance to support decision-making and drive the financial health of the company.
By analyzing financial data, identifying trends, and forecasting future performance, play a critical role in optimizing resource allocation, improving operational efficiency, enhance profitability, and supporting growth initiatives.
This position is classified as a M2S resource. For more information, visit M2S Group.
Budgeting & Forecasting :
- Assist in the preparation and monitoring of budgets, forecasts, and financial models.
- Analyze past financial performance to predict future trends and support planning initiatives.
- Collaborate with various departments to ensure alignment with financial goals and forecasts.
Data Analysis & Interpretation :
- Gather and analyze financial data from multiple sources to provide actionable insights.
- Develop financial models to assist in decision-making and business strategy.
- Analyze rebate structures and their financial impact on customer and product profitability. Identify opportunities for optimizing rebate programs, recommend adjustments to terms, and suggest cost-saving actions or strategies to improve margins while maintaining customer satisfaction.
- Identify cost-saving opportunities and make recommendations to improve profitability.
Customer Profitability Analysis :
- Analyze customer-level financial data to determine profitability by customer segment.
- Evaluate the impact of customer acquisition, retention, and lifetime value on overall profitability.
- Provide recommendations on pricing strategies, customer discounts, and service levels based on profitability insights.
Product Profitability Analysis :
- Conduct in-depth analysis of product-level profitability, including cost structures, revenue streams, and margins.
- Identify high- and low-performing products by analyzing product costs, sales volume, and market trends.
- Collaborate with product teams to guide decisions on product launches, pricing, and discontinuations based on financial performance.
Education & Experience Requirements :
- Bachelor’s degree in Finance or Accounting.
- Minimum of 4 years of experience in finance within the manufacturing sector.
- Proficiency in Excel and experience with ERP systems.
- Essential competencies for success include -
- Growth mindset and a strong understanding of the big picture.
- Curiosity and a genuine caring attitude.
- Driven to achieve results and succeed.
- Attention to detail while also being able to communicate effectively with key stakeholders at a high level.
Additional Information :
- This role reports to the M2S VP of Finance.
- Position location : 825 E. Wisconsin Ave, Appleton, WI 54912.
- This role offers a flexible hybrid work environment.
- Some travel may be required, but it will be minimal.
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