About this role
Job DetailsJob Location: Remote - NA, FL 33634Position Type: Full TimeThe Financial Analyst will work directly with the greater finance organization and cross-departmental teams in a supportive role focused on the current and future financial growth of DDS Lab. They will provide financial guidance in the use of analytical reporting and forecast modeling. The Financial Analyst will be the keyholder of revenue, pricing, and revenue related programs. Along with revenue related deliverables, they will assist the Director of FP&A in full financial statement related reporting, forecasting, and budgeting.
Essential duties
Ownership of monthly revenue executive reporting and commentary
Assistance in build of full financial statement executive reporting and commentary
Management of revenue related rebates, programs, and promotions
Ownership of revenue forecasts and annual operating plan
Assistance in build of full financial statement forecasts and annual operating plan
Management of customer pricing including but not limited to:
Price list maintenance, new customer pricing, market analysis, price change modeling
Sales modeling and reporting at customer and product level
Margin analysis at the customer or product level
Create CPA requests
Dashboard/report management via visualization tools
Other ad hoc requests that require financial support
Qualifications
Bachelor’s degree in finance, accounting, or economics
1-5 years related experience as a financial analyst or related analytical role
Understanding of core financial and accounting principles regarding the income statement, balance sheet, and cash flow statement
Proficiency in the Microsoft Office Suite required with strong understanding of advanced excel formulas (i.e. XLOOPUP, IF/AND/OR, SUMIFS)
Strong critical thinking and problem-solving skills required for analysis and evaluation of opportunities/risks
Proficiency in data analysis and visualization tools using Excel to extract, manipulate, and present insights effectively
Ability to condense data into a digestible format with accuracy and a clear actionable output
Understanding of common forecasting and budgeting tactics
Ability to work collaboratively in cross-functional teams
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