Position Purpose:
To provide actionable insights by analyzing financial data, preparing reports, and supporting forecasting and budgeting activities..
Essential functions:
- Analyze operational and financial KPIs, such as cash flow and gross profit margins.
- Collaborate with sales, logistics, and top management to align financial strategies with business objectives.
- Conduct unit cost analysis and comparisons to support operational efficiency and decision-making.
- Develop models in Excel and SAP to support strategic decision-making.
- Develop model to calculate financial impact of complex offers.
- Identify opportunities to improve financial performance and efficiency.
- Prepare and present financial forecasts, budgets, and variance analyses.
- Track unit costs monthly and develop financial models to support quoting processes.
Preferred Qualifications:
- Bachelor’s degree in finance, Accounting, or related field.
- CPA or CFA preferred.
- 3–5 years of finance or analyst experience; SAP and advanced Excel proficiency required, Power Bi desirable.
Skills:
Task Tracking: Use tools or methods to keep track of ongoing tasks, deadlines, and deliverables.
Workflow Efficiency: Develop systems to streamline repetitive tasks and improve accuracy across processes.
Documentation and Record-Keeping: Maintain well-organized and easily accessible records to meet audit and compliance requirements.
Prioritization: Balance competing tasks and deadlines, focusing on high-impact activities first.
Adaptability: Stay organized and efficient even when priorities shift, or unexpected issues arise.
Proactive Planning: Anticipate upcoming deadlines and prepare in advance to avoid last-minute bottlenecks.
Data Communication: Strong financial modeling, data visualization, and cross-functional communication abilities. Skills in tools like Power BI enhance their ability to present data-driven insights to stakeholders.
Technical Skills:
Technical skills are essential for this role because they directly impact the efficiency, accuracy, and effectiveness of financial operations, technical skills empower the Junior Controller to:
Forecasting and Budgeting: Proficiency with financial tools to ensure reliable forecasts and variance analyses.
Operational Efficiency: Expertise in unit cost analysis and comparisons to identify cost-saving opportunities.
Communication Skills:
Data Presentation: Communicate financial insights, forecasts, and analysis results to management in a clear, concise, and actionable manner. Translate complex data into visual formats (e.g., graphs, dashboards) for better understanding by stakeholders.
Influence and Persuasion: Present findings and recommendations persuasively to support business decisions and secure buy-in from leadership.
Organizational Skills:
Data Management: Maintain and organize large datasets for unit cost analysis, financial modeling, and KPI tracking.
Prioritization: Balance monthly unit cost tracking, forecasting, and financial model creation for quotes.
Project Management: Handle multiple analyses and reporting tasks concurrently, ensuring all deliverables are met on time.
Report Structuring: Create clear, concise, and well-organized financial reports and presentations for stakeholders.
Scenario Planning: Organize and model different financial scenarios to support decision-making processes.
Teamwork:
Enhanced Problem-Solving: Collaborative efforts often lead to more innovative and effective solutions to financial challenges.
Improved Efficiency: Teamwork ensures smooth workflows by clearly dividing responsibilities and leveraging individual strengths.
Relationship Building: Build stronger connections with internal and external stakeholders, to improve overall trust and communication.
Adaptation to Change: Adapt effectively to new processes, tools, or business strategies.
Continuous Improvement: Partner with other teams to identify cost-saving opportunities and streamline financial processes.
Constructive Feedback: Offer and accept feedback to improve processes and outcomes.
Goal Alignment: Focus on shared objectives, such as improving profitability or operational efficiency.