Temecula, CA 92590
NATURE AND SCOPE:
Provide the analysis and development of the financial information required to successfully support the company's goals and objectives. The analyst will work with people at all levels and departments of the organization (senior management, functional leadership, existing financial analyst and Finance staff) to report, monitor and manage key financial and non-financial performance indicators.
Assist current Financial Analyst in preparing operating budgets and providing assistance to individual department heads in this process, consolidating these budgets, reviewing for reasonableness, and preparing an expense budget package utilizing Adaptive Planning.
Monitor actual results of financial data against plans, forecasts and budgets. Initiates and prepares monthly variance reports of actual to budget for designated department. Highlights, researches, analyses and documents unusual/large items, trends or variances.
Backup for preparation of headcount analysis and other types of statistical/analytical reports, monthly.
Backup the Accounting Supervisor for 30-day cash forecasting, including providing details of weekly A/P payments of inventory.
Prepare a Monthly Gross Margin and Gross Profit Analysis with focus areas as designated by Controller
Monitor Contract performance for certain designated manufacturers to ensure we are obtaining the highest level of benefit from the contract
Assist in special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action for all 3 divisions of the company.
Continuously strive to improve processes, service quality to internal and external customers, and employee relations.
Comply with the policies and procedures stated in the Injury and Illness Prevention Program by always working in a safe manner and immediately reporting any injury, safety hazard, or program violation.
Support the Company's Compliance and Safety Programs by ensuring compliance with program policies and procedures. Lead by example by ensuring conduct is consistent with all policies and procedures when engaging in any activity on behalf of the Company. Immediately report any concerns or violations.
Display dedication to the position responsibilities and achieve assigned goals and objectives.
Other duties as assigned including Ad Hoc Reports.
KNOWLEDGE, SKILLS AND ABILITIES:
Strong interpersonal skills; Excellent verbal and written communication skills, including the ability to communicate with all levels of management;
Good analytical skills; Understanding of the company's business, Generally Accepted Accounting Principles (GAAP) and financial systems;
Detail-oriented; Solid analytical, quantitative and organizational skills;
Ability to prioritize work; Self-starter, Team player; Function with a high degree of independence;
Advanced knowledge in Microsoft Office Suite with expertise in Excel, including V Lookup and Pivot Tables
Strong understanding of integrated ERP systems - SAP and Budgeting Software – Adaptive Planning
Represent the Company in a professional manner and appearance at all times
Understand and internalize the Company's purpose; Display loyalty to the Company and its organizational values.
Display enthusiasm and dedication to learning how to be more effective on the job and share knowledge with others.
Work effectively with co-workers, internal and external customers and others by sharing ideas in a constructive and positive manner; listen to and objectively consider ideas and suggestions from others; keep commitments; keep others informed of work progress, timetables, and issues; address problems and issues constructively to find mutually acceptable and practical business solutions; address others by name, title, or other respectful identifier, and; respect the diversity of our work force in actions, words, and deeds.
EDUCATION AND EXPERIENCE DESIRED:
Undergraduate degree in Accountancy or related business field
Experience with a full integrated ERP system plus an automated Budgeting Software
Experience with SAP is a must and Adaptive Planning is a plus
Intermediate to Expert level Excel is a plus
Minimum four (4) years directly related experience, including prior experience in a manufacturing or distribution company with commercial sales of $750M or higher.
Experience within the healthcare or pharmaceutical industry is a major plus