Job Summary: The Financial Analyst f ocuses on providing essential administrative support to the sales team.
Responsibilities include managing CRM data, tracking leads, managing Hubspot CRM, handling customer inquiries, creating projects and quotes based on project specifications, sending sales orders to customers, and ensuring smooth workflow within sales operations.
The ideal candidate will be responsible for financial team creates models to represent a company's financial situation and help inform business decisions.
Responsibilities: The Financial Analyst position, reporting to the CFO and fully accessible to the CBO, will work closely with Sales, Marketing and Analytics Leaders along with their team and to provide insights and support the decision-making process in corporate and project strategic initiatives.
Play a key role in developing and maintaining annual budgets, long range plan and monthly financial forecast for multiple accounts with key emphasis on Sales, Margin and Marketing.
Candidate will be assigned special projects often relating to strategic analysis or other enterprise activities.
Work with cross functional teams to understand Marketing KPIs, media mix model, key business trends/strategies and incorporate that intelligence in the financial forecast for multiple accounts with key emphasis on Sales, Margin and Marketing.
Provide in-depth financial analysis on Marketing spend across all brands and the impact it has on sales & margin.
Partner with Marketing and Accounting teams to ensure month-end accruals and timing of expenses are captured accurately.
Develop financial modeling to measure investment and ROI for Marketing campaigns.
Partner with cross functional teams to elevate existing processes and tools to meet the needs of current and future growth.
Develop monthly reporting packages, business reviews and Marketing KPI reporting to leadership teams.
Leverage diverse sources of data to assess financial performance and develop action plans to achieve business goals.
Research and explain sizeable month-end variances versus financial plans.
Identify business functional drivers and develop methodologies to support in-depth analysis and decision-making.
Prepare monthly financial presentations for leadership, effectively communicating financial results and performance to financial forecast and budget.
Provide insightful financial analysis and strategic insight to cross-functional teams.
Create presentations and other communication materials for executive management and Board of Directors meetings, earnings releases, investor conferences, industry events, and meetings with analysts and institutional investors.
Identify opportunities to leverage technology/systems to automate manual reporting and compilation processes.
Create ad-hoc financial analysis for business leadership.
Partner with business partners to ensure accurate and timely project reporting.
Additional duties as assigned.
Qualification: Financial modelers typically have a bachelor's degree in mathematics, accounting, or finance, and excellent Excel skills.
Solid understanding of financial analysis terminology and best practices.
About 1840 & Company 1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services.
We specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide.
Our mission is to empower growth for forward-thinking businesses, seamlessly bridging any skill or resource gaps with our expertly vetted talent pool.
We firmly believe in fostering an environment where exceptional individuals can achieve an optimal work-life balance, working remotely from any location, while maximizing their professional growth and earning potential.
We are headquartered in Overland Park, KS, USA with service delivery facilities in the Philippines, India, Ukraine, South Africa and Argentina.
We invite you to explore the opportunities we offer and consider joining our exclusive network of global freelance talent.
Visit www.1840andco.com to learn more about us.
To explore a wealth of career opportunities and find a role that suits your unique skills and aspirations, please visit our dedicated jobs portal at jobs.1840andco.com .
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