SR. FINANCIAL ANALYST

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Job description

JOB SUMMARY / GENERAL DESCRIPTION:

Responsible for financial analysis for the Strategic Planning department. Analyzes profitability of existing customers, completes pro-forma financial analysis on new business bids, and performs multiple ad-hoc analyses related to profitability and business unit activities which enhance Foodservice strategic decision making. Participates in the budget and forecast process for Foodservice. Maintains an awareness of existing and new customer negotiations and business operations.

ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES:

• Build new and enhance existing financial models that reflect the company's operational and strategic performance.
• Deliver accurate and detailed analysis of customer profitability, including adjustments to offset unwanted accounting or operational variances in the financial data.
• Analyze complex financial data for all new business proposals.
• Understand and incorporate brand-specific factors that impact customer profitability.
• Present accurate summaries of financial data and analysis to department leadership.
• Gather financial and operational data from multiple sources. Advise on data gaps and ensure sources are appropriate for intended use.
• Identify irregularities in accounting or pricing data, raise the concern to the Finance team, and coordinate with other functional areas for resolution.
• Prepare, monitor, and coordinate standardized reporting to executive management each period.
• Conduct ad-hoc analysis for internal business partners and consolidate financial results across multiple entities. Guide internal partners on interpretation of results and spread knowledge of McLane cost accounting methods.
• Develop tools that evaluate the effectiveness of company performance that result in more efficient operations.
• Understand and manage multiple priorities to successfully meet tight deadlines.
• Research competition and market trends to identify threats and opportunities.
• Provide trend analysis on industry and market changes that assist in the evaluation of new projects consistent with company strategy.
• Other duties as assigned.

MINIMUM QUALIFICATIONS AND REQUIREMENTS:

• Bachelor's degree in Finance Accounting, or related field.
• 5 or more years of financial analysis experience dealing with multiple entities and/or cost centers.
• Experience working with corporate finance and/or profitability analysis.
• Experience gathering information from multiple sources such as Essbase, Oracle, and SQL server databases.
• Proven ability to analyze and maintain complex records, organize data of complex nature, and develop strategic report analyses.
• Demonstrated critical thinking and excellent organizational skills.
• Focused ability to review and interpret large amounts of data, transactions, and business practices.
• Considerable knowledge of (or ability to rapidly assimilate and retain) institutional operating procedures, organization, and policies.
• Ability to work with numerical detail consistently and to perform financial analysis accurately.
• Excellent written and verbal communication skills.
• Demonstrated proficiency in Microsoft Office with an emphasis on Microsoft Excel & PowerPoint.
• Ability to work on a flexible schedule and self-manage priorities to succeed under pressure.
• Possess proactive problem-solving skills and demonstrates a self-starter mindset.

WORKING CONDITIONS:

• Primarily an office environment with occasional travel
• Primarily in the office, with a hybrid office/remote arrangement, as approved by Management.