Financial Analyst

Financial Analyst

Primary Function

The Financial Analyst will play a pivotal role in supporting the Finance department by providing data-driven insights to enhance decision-making across sales commissions, KPIs, and financial forecasting; leveraging PowerBI and Workday Adaptive Planning.

Scope of Work & Deliverables

KPI Reporting & Analysis:

o Help develop and maintain KPI dashboards to monitor business performance against key financial and operational metrics.

o Analyze historical data to identify trends and provide actionable recommendations for business improvement.

o Collaborate with sales, operations, and other departments to ensure data accuracy and alignment of KPIs.

o Build and automate reports in PowerBI, creating compelling visuals.

· Sales Commission Analysis:

o Calculate and track sales commissions in accordance with company policies and sales agreements.

o Analyze commission structures and provide recommendations for optimizing incentive plans.

o Prepare monthly and quarterly sales commission reports, ensuring timely and accurate payouts.

o Build and automate reports in PowerBI.

· Forecasting & Budgeting:

o Assist in the preparation of financial forecasts and budgets, utilizing financial modeling techniques.

o Analyze variances between actual results and forecasts to identify trends and areas for improvement.

o Provide data-driven insights to support strategic decision-making across the business.

· Data Analysis & Reporting:

o Extract and analyze data from multiple sources, including financial systems, CRM platforms, and sales databases.

o Develop financial models to support strategic initiatives and business planning.

o Present findings to senior management in a clear and actionable manner.

Supervisory Responsibilities

· Responsible for managing their own work while coordinating and integrating inputs from relevant stakeholders as needed to ensure the successful completion of the project.

Required Knowledge/Skills/Abilities

· Strong analytical and problem-solving skills.

· PowerBI. Workday Adaptive Planning.