Overall Job Summary

This position is responsible for the timely and complete analysis of assigned areas of financial information, using information in updates to forecast performance models and formal budgets through the interpretation of business conditions and accounting policies.

 

Essential Duties and Responsibilities (Min 5%) Build and maintain expense and/or sales budget models in order to provide reporting analysis to various areas of the organization. Perform financial research and analysis on expense and/or sales through utilization of financial metrics and accounting policies in preparation of routine forecast updates. Facilitate budget/forecast discussions to provide recommendations of expense/sales performance expectations used in the creation of formal budgets and forecasts. Prepare month-end actual data comparison to forecast and budget to aid in financial performance review discussions. Examine and interpret variances between forecast/actual, budget/actual and actual/prior year to provide recommendations to updates to the corporate forecast. Design, enhance, and update budget and forecast models utilizing the primary budgeting and reporting software tools. Verify monthly actual data used in budget and forecast analysis to insure accuracy. Create and maintain budget, forecast and comparison reporting to various areas of the organization.  Required Qualifications

Experience: 3-4 years of related business or retail experience.

Education: Bachelor’s degree from an accredited college or university in Finance or related field is preferred. Any suitable combination of education and experience will be considered.

Preferred knowledge, skills or abilities Strong communication and analytical skills Detail-oriented approach to work, especially in regard to data entry and integrity Ability to document and test controls over financial reporting Knowledge in interpreting financial accounting data Ability to apply accounting theories to profit and loss analysis Strong technology skills to build budget/forecast models, as well as reporting Proficient in Microsoft Office, particularly an Excel Power user Business Objects and/or Cognos Planning knowledge
  Working Conditions Normal office working conditions Physical Requirements Sitting Standing (not walking) Lifting up to 10 pounds Disclaimer

This job description represents an overview of the responsibilities for the above referenced position.  It is not intended to represent a comprehensive list of responsibilities.  A team member should perform all duties as assigned by his/ her supervisor.