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IDI: Insulation Distributors Inc.

Financial Analyst, Budgeting and Margin

IDI: Insulation Distributors Inc. Chanhassen, Minnesota, United States · $72K–$101K/yr

Wholesale Building Materials · 501-1,000 employees

5 h ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Financial Analyst manages P&L budgeting and forecasting processes while leading margin analyses to support executive leadership. They are also responsible for developing variance reports, documenting workflows, and providing ad-hoc financial analysis.

What they look for

Budgeting Forecasting Margin Analysis Financial Planning & Analysis Variance Analysis P&L Management Excel PowerPoint Word ERP Software SAP Financial Ratios GAAP Accounting Theory Data Interpretation Reporting

Requirements

Candidates must hold a bachelor's degree in accounting, finance, economics, math, or a related field. Proficiency in Microsoft Office and ERP software, along with at least two years of relevant accounting or finance experience, is preferred.

Full description

Job Summary:

Compensation: $72,142 - $101,-050

The Financial Analyst, Budgeting and Margin is responsible for managing the P&L budgeting and forecasting processes, as well as leading margin analyses. This role involves collaborating with the IDI Financial Planning & Analysis (FP&A) team to provide essential support to Executive Management, operations, and business leadership.

Responsibilities/Duties:

  • Budgeting and Forecasting:
  • Support annual budgeting process for sales, margin, and operating expenses
  • Coordinate P&L forecasting process for mid-year P&L updates
  • Develop variance analyses for budget and forecast presentations to executive leadership
  • Ensure accuracy and timeliness of key budget, forecast, and reporting deliverables
  • Margin Analysis:
  • Publish and present monthly margin analysis based on vendor and customer pricing
  • Partner with business and operations to understand margins and recommend opportunities
  • Process Improvement and Documentation:
  • Respond to customer feedback to improve budget, forecast, and margin processes
  • Document workflows, analytical techniques, and business processes
  • Reporting and Ad-Hoc Analysis:
  • Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins
  • Miscellaneous:
  • Other duties as required to benefit the organization

Leadership Competencies:

  • Leads Self
  • Communicates Effectively & Candidly
  • Drives for Results
  • Demonstrates Accountability
  • Takes Initiative
  • Collaborates

Qualifications/Skills:

  • Technical Proficiency:
  • Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word
  • Proficiency in the use of ERP accounting software; SAP preferred
  • Financial Knowledge:
  • Understanding of complex financial ratios and financial performance measurements
  • General knowledge of GAAP and accounting theory
  • Analytical and Data Interpretation Skills:
  • Strong interest in interpreting and telling a story with data, trends, and analysis
  • Attention to Detail and Teamwork:
  • Detail-oriented, ability to work independently and as part of a team
  • Communication Skills:
  • Must have good written, verbal, and analytical skills

Education and/or Experience:

  • Bachelor’s degree in accounting, finance, economics, math, or related field
  • 2+ years accounting/finance experience preferred

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