Phaxis
Senior Financial Analyst
The Senior Financial Analyst will be a key business partner to various stakeholders within the company responsible for preparing financial analyses, maintaining current financial reports, and providing context and insight around the data. Develop methodologies to determine the effectiveness of initiatives on sales, gross profit, and expenses with a focus on marketing investments and channels profitability. Analyze and report on historical, current, and future trends in performance. Prepare reports for executive review. Job Responsibilities: Business partner to marketing and data teams: Partner with promotions and pricing manager and validate results are within targets Expense control, reporting, and analysis Financial guidance with focus on investment optimization and maximizing profit Identify risks and opportunities within the business and provide actionable analysis Lead role for sales, discount, and gross margin reporting and analyzing providing actionable analysis and recommendations Weekly/monthly analysis and comments on the activity + recommendations for current and future campaigns as it relates to profit margin Participate in monthly accounting close process: liaise with accounting and provide accruals of incurred expenses not yet invoices per accounting rules Review monthly and YTD P&Ls and address variances to budget/forecast and LY with an extensive GL research for accuracy Generate reporting and hold month end meetings with key stakeholders and leadership team members to review results and address variances Participate in the monthly business review report package Financial controls for purchase requisition process: approve purchase requisitions for relevant departments and thresholds and ensure accuracy vs. budget/forecast Provide guidance on expense coding and amount allocation as it relates to accounting rules Participate in the budgeting and forecasting cycles Coordinate the budgeting process with the different stakeholders Analyze and challenge, if necessary, the assumptions Summarize and explain the budget results to various levels of management Create, distribute & present daily, weekly, and monthly reports to various levels of management Manage and deliver ad hoc analysis All other duties or projects as assigned Requirements: Education: BS in finance, accounting, or other quantitative field Experience: 3+ years of experience in financial planning, analysis, and modeling. Retail/wholesale experience needed. Interest in the beauty/cosmetics market. Proficient in Excel, PowerPoint, and other MS applications. SAP or other comparable ERP system exposure, TM1 for budgeting. Proficient in Tableau.
The Senior Financial Analyst will be a key business partner to various stakeholders within the company responsible for preparing financial analyses, maintaining current financial reports, and providing context and insight around the data. Develop methodologies to determine the effectiveness of initiatives on sales, gross profit, and expenses with a focus on marketing investments and channels profitability. Analyze and report on historical, current, and future trends in performance. Prepare reports for executive review. Job Responsibilities: Business partner to marketing and data teams: Partner with promotions and pricing manager and validate results are within targets Expense control, reporting, and analysis Financial guidance with focus on investment optimization and maximizing profit Identify risks and opportunities within the business and provide actionable analysis Lead role for sales, discount, and gross margin reporting and analyzing providing actionable analysis and recommendations Weekly/monthly analysis and comments on the activity + recommendations for current and future campaigns as it relates to profit margin Participate in monthly accounting close process: liaise with accounting and provide accruals of incurred expenses not yet invoices per accounting rules Review monthly and YTD P&Ls and address variances to budget/forecast and LY with an extensive GL research for accuracy Generate reporting and hold month end meetings with key stakeholders and leadership team members to review results and address variances Participate in the monthly business review report package Financial controls for purchase requisition process: approve purchase requisitions for relevant departments and thresholds and ensure accuracy vs. budget/forecast Provide guidance on expense coding and amount allocation as it relates to accounting rules Participate in the budgeting and forecasting cycles Coordinate the budgeting process with the different stakeholders Analyze and challenge, if necessary, the assumptions Summarize and explain the budget results to various levels of management Create, distribute & present daily, weekly, and monthly reports to various levels of management Manage and deliver ad hoc analysis All other duties or projects as assigned Requirements: Education: BS in finance, accounting, or other quantitative field Experience: 3+ years of experience in financial planning, analysis, and modeling. Retail/wholesale experience needed. Interest in the beauty/cosmetics market. Proficient in Excel, PowerPoint, and other MS applications. SAP or other comparable ERP system exposure, TM1 for budgeting. Proficient in Tableau.