Financial Analyst
Current● Sales Reporting & Support- Validate sales data to ensure data integrity and verify proper customer assignments- Create and maintain multiple sales evaluation reports using Excel and Cognos- Prepare ad-hoc reporting to support decision making- Provide analysis to support sales incentive calculations- Coordinate annual sales forecasting process; compile and analyze data● Management Reporting & Operations Support- Provide monthly expense downloads and standard reports to department managers- Manage data collection process and monitor results for KPIs and TTIs- Analyze financial status by comparing actual results to planned results- Assist with month-end closing and prepare monthly deliverables- Support projects for margin analysis and continuous improvement- Serve as finance representative for new product teams- Prepare financial reviews for new projects throughout the Stage Gate process● Planning & Forecasting- Coordinate data accumulation for annual expense budgets- Provide support and training to budgeting managers- Improve efficiency of process on an ongoing basis- Assist in preparation of presentations and deliverables● Productivity Improvement- Seek ways to improve and automate processes and eliminate redundancies- Serve as key contact for departmental task management software- Consistently improve speed of report distribution● Compliance- Administer tax filings for a variety of agencies and work closely with outside firms- Manage fixed assets and construction in process projects- Collaborate with project managers across the company regarding project status