Supports finance leadership through revenue reporting, forecasting, budgeting, pricing management, rebate and promotion oversight, sales and margin analysis, dashboard reporting, and financial statement analysis. The role partners cross-functionally, maintains pricing data, models price changes, manages revenue programs, and provides actionable insights for growth, risks, and opportunities.
The Financial Analyst will work directly with the greater finance organization and cross-departmental teams in a supportive role focused on the current and future financial growth of DDS Lab. They will provide financial guidance in the use of analytical reporting and forecast modeling. The Financial Analyst will be the keyholder of revenue, pricing, and revenue related programs. Along with revenue related deliverables, they will assist the Director of FP&A in full financial statement related reporting, forecasting, and budgeting.
Essential duties
- Ownership of monthly revenue executive reporting and commentary
- Assistance in build of full financial statement executive reporting and commentary
- Management of revenue related rebates, programs, and promotions
- Ownership of revenue forecasts and annual operating plan
- Assistance in build of full financial statement forecasts and annual operating plan
- Management of customer pricing including but not limited to:
- Price list maintenance, new customer pricing, market analysis, price change modeling
- Sales modeling and reporting at customer and product level
- Margin analysis at the customer or product level
- Create CPA requests
- Dashboard/report management via visualization tools
- Other ad hoc requests that require financial support
Qualifications
- Bachelor’s degree in finance, accounting, or economics
- 1-5 years related experience as a financial analyst or related analytical role
- Understanding of core financial and accounting principles regarding the income statement, balance sheet, and cash flow statement
- Proficiency in the Microsoft Office Suite required with strong understanding of advanced excel formulas (i.e. XLOOPUP, IF/AND/OR, SUMIFS)
- Strong critical thinking and problem-solving skills required for analysis and evaluation of opportunities/risks
- Proficiency in data analysis and visualization tools using Excel to extract, manipulate, and present insights effectively
- Ability to condense data into a digestible format with accuracy and a clear actionable output
- Understanding of common forecasting and budgeting tactics
- Ability to work collaboratively in cross-functional teams
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