Pomeroy · 5 hours ago
Financial Planning Analyst
Responsibilities
Prepares and distributes financial data related to key company volume trends
Maintains and publishes Merchandising Sales and Income Tracking Reports
Performs end of period income statement variance analysis to budget and prior year
Works with department heads on a weekly/monthly basis to understand and provide insight to key financial details which drive the business
Key participant in the preparation of annual budgets and periodic forecasts
Assists in preparation of quarterly/annual Board of Director presentations and end of period executive reporting packages
Must be capable of working in a reactionary environment and effectively multitask
Helps prepare/create ad-hoc financial reports to support all business functions and decision making such as acquisitions, financing, and divestitures
Ability to recommend actions by analyzing data and making comparative analyses
Developing new and effective techniques for financial planning, provide better decision-making support and internal/external financial services
Ability to utilize statistical tools to analyze facts of created reports and communicate findings
Ability to liaison with the company’s merchandisers
Qualification
Required
Bachelor's Degree in Accounting, Finance or a related field
Minimum of 3-4 years of auditing and financial analysis experience with a complex multi-department general ledger
Intimate knowledge of Excel, Word, Power Point; knowledge of SAP (or other ERP package) preferred
Excellent written and verbal communication and presentation skills
Knowledge of profit & loss statement and balance sheet
Preferred
Knowledge of SAP (or other ERP package)
Company
Pomeroy
Technology is mission-critical to your business so it must work — continuously.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Clearlake Capital Group
2015-10-26Acquired
2013-07-01Private Equity
Recent News
2026-01-11
Company data provided by crunchbase