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Alex Lee, Inc. · 2 days ago

Financial Analyst

US-NC-Hickory

Full-time

Onsite

New Grad, Entry Level

Alex Lee, Inc. is seeking a Financial Analyst to contribute to the company's success through financial and analytic partnership. The role involves providing financial data analysis, developing business models, and assisting in strategic planning to ensure informed decision-making within assigned operational areas.

Food and Beverage

Responsibilities

Build ROI/ business models (ST & LT) for major capital expenditures, projects, ventures, promotions

Analyze profitability for key areas of assigned operational area

Provide proactive variance analyses

Produce proformas and post reviews/ measurement for key initiatives

Develop & deliver ad-hoc decision support (financial data in addition to operational data)

Set up and measure test and learns, as appropriate for assigned operational area

Create, provide and partner on: descriptive analytics & exploratory data analytics – 'What', diagnostic analytics – 'Why', predictive analytics – 'What if', prescriptive analytics – 'Next best action'

Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver based targets; guide partner through process and ensure understanding and alignment on all budget submissions

Deliver single and 'rest of year' financial forecasting

Deliver (thru collaboration with partner) on periodic business reviews

Prepare Executive (i.e. Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards)

Do competitive benchmarking, macro-environment and market share/ growth analyses; as required for assigned operational area

Working with assigned operational area, provide the financial view for the longer term (3-5 year) planning process

Model financial outcomes of the strategies

Identify & track KPIs/ balanced scorecards which link to the strategies

Provide data sourcing, wrangling, querying & modeling for discovery analytics

Develop standardized, self service performance reporting

Build requirements & validate production ready metrics and reports

Qualification

Financial AnalysisBusiness AnalyticsData SourcingMicrosoft ExcelFinancial/ GL SystemsDescriptive AnalyticsPredictive AnalyticsStatistical ToolsPresentation Skills