Financial Analyst

This is a remote position.

Job Title: Financial Analyst

Key Responsibilities

Budgeting and Forecasting

• Prepare and manage annual budgets for multiple business units.
  

• Develop and maintain financial forecasting models using Fathom.
  

• Update forecasts based on actual performance and market shifts.
  

• Prepare CAPEX budgets aligned with strategic goals.
  

• Analyze cash flow needs to support expansion and sustainability.
  

Operational Analysis

• Generate monthly distribution reports for each distribution center.
  

• Monitor and report KPIs, including cost and revenue per pick.
  

• Collaborate on shipping and labor cost analysis.
  

• Maintain efficiency metrics for distribution center operations.
  

Performance Monitoring and Reporting

• Track and analyze weekly KPIs.
  

• Produce monthly financial and operational performance reports.
  

• Create dashboards and visual reports using Power BI.
  

• Monitor order volume and employee attendance through WMS.
  

Strategic Planning

• Partner with executive leadership on strategic initiatives.
  

• Evaluate and recommend financing strategies.
  

• Assess workforce efficiency and suggest process improvements.
  

Accounts Receivable Oversight

• Review and verify invoices before customer distribution.
  

• Ensure billing accuracy and proper documentation.
  

Operational Collaboration

• Translate operational insights into financial impact.
  

• Align labor schedules with budgeted FTEs in coordination with GMs.
  

Systems and Tools

• Use QuickBooks for reporting and budgeting.
  

• Maintain and analyze data using Fathom, Power BI, and WMS.
  

Financial Reporting

• Provide in-depth variance analysis and trend identification.
  

• Deliver management-level reports and ad-hoc analyses as needed.
  

Process Improvement

• Enhance financial reporting tools and procedures.
  

• Identify cost-saving opportunities and efficiency gains.
  

Cross-Functional Collaboration

• Coordinate with accounting and operations teams.
  

• Support strategic decisions with financial data.
  

Compliance and Controls

• Ensure all financial practices align with standards and internal controls.
  

Documentation and Record Keeping

• Maintain organized financial records in SmartVault.
  

• Document all processes in SOPs.
  

Professional Development

• Stay current with financial tools, trends, and best practices.
  

Reporting Responsibilities

• Daily: Share updates on order volume and attendance; submit shipping reports.
  

• Weekly: Present KPI summaries to CFO.
  

• Monthly: Deliver DC performance analysis.
  

• Quarterly: Provide updated forecasts.
  

• Annually: Contribute to annual budgets and long-term planning.
  

Key Performance Indicators (KPIs)

• Order fulfillment rate
  

• Picking and shipping accuracy
  

• Inventory turnover
  

• Labor productivity
  

• Warehouse utilization
  

• On-time shipping and cost per unit shipped
  

• Equipment use, safety metrics, and return processing
  

Requirements

Requirements

• 3+ years in a financial analysis or planning role
  

• Advanced Excel and experience with forecasting tools (Fathom, Power BI)
  

• Strong understanding of operational and financial KPIs
  

• Familiarity with QuickBooks and WMS platforms
  

• Exceptional communication and collaboration skills
  

• High attention to detail and ability to manage multiple priorities