About our family of companies:
We are on a mission to bring learning to life! At our family of companies, Learning Resources®, Educational Insights, and hand2mind, we create a unique range of toys, educational products and supplemental curriculum trusted by teachers and loved by families alike. We pride ourselves on being committed to our employee’s personal and professional development, a thriving culture and a diverse, creative atmosphere. We are a data-driven company, operating on a Microsoft Tier One ERP platform and using Microsoft Data Lake and PowerBI as our analytic platform. We hope you’ll come join our award-winning team today!
Team & Position Description:
We are currently seeking a Financial Analyst to Join our dynamic and growing Financial Planning and Analysis (FP&A) team! As our company continues to expand and embrace a data-driven approach, we’re elevating the importance of strategic financial insights to drive impactful decision-making. In this highly visible and pivotal role, you’ll play a key part in shaping the success of our newly launched quarterly business review process and providing deep financial analysis to support our rapid growth. This position offers unparalleled exposure to senior leadership, exciting challenges, and ample opportunities to advance your career.
What we’re looking for (Key Performance Objectives):
- Drive Success for Quarterly Business Review Program
- Be part of an exciting new initiative to help shape the future of our QBR program. Take ownership of a newly launched program by building its processes and procedures from the ground up. You’ll play a critical role in driving the company’s success.
- Establish and implement the structure for the QBR process.
- Create impactful KPI dashboards to provide real-time insights into business performance.
- Develop and deliver key financial reports for business segments, ensuring accuracy, relevance, and timeliness.
- Collaborate closely with the Financial Director to prepare detailed analyses and insights that will inform strategic decisions during quarterly reviews.
- Unlock Insights and Drive Impact with Monthly Performance Analysis
- Dive deep into financial data to uncover key trends, challenges, and opportunities.
- Deliver actionable insights to business teams, enabling smarter decisions and improved strategies.
- Transform data into measurable outcomes that enhance operational performance anddrive success.
- Support Continuous Improvement on Financial Planning Initiatives
- Assist in preparing quarterly financial forecasts and shaping the annual operating plan.
- Collaborate creatively to streamline and enhance the quality of budget and forecast processes.
- Ensure forecasts align with business goals, identifying variances and providing actionable solutions.
- Act as a Financial Point of Contact for Cross-functional Projects through FP&A Guidance
- Partner with the marketing & sales team to assess profitability and ROI for marketing campaigns, customer promotion and identify high-impact investment opportunities.
- Collaborate with product development team to maintain financial oversight throughout the new product development lifecycle.
- Serve as the financial advisor for other cross-functional business projects, ensuring financial implications are accurately evaluated and communicated.
Requirements/Ideal Attributes:
- Bachelor’s degree in finance or accounting.
- 2 - 4 years of financial reporting, planning & analysis experience in Corporate FP&A or business segment finance. Public accounting firm experience a plus.
- Strong analytical and problem-solving skills.
- Proficiency in data visualization, financial modeling, and using tools like Excel, Power BI or similar analytic tools. Experience with Hyperion / BPC or other financial reporting, forecasting and budgeting tool is a plus.
- Great interpersonal and communication skills, both oral and written.
- Detail-oriented with a strong focus on accuracy
- Ability to adapt in a fast-paced environment
- Strong communication skills
- Ability to work both independently and cross functionally
- Proactive in identifying improvement opportunities
- Ability to identify and solve problems
- Eager to learn and grow professionally
We are a drug-free workplace and an EEO employer.
Please note: This role will be filled by our internal recruitment team, so no assistance is needed from any outside staffing agency at this time.
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