The Planet Grouphttps://cdn.haleymarketing.com/templates/63515/logos/theplanetgroup-200x200.pnghttp://www.theplanetgroup.comhttp://www.theplanetgroup.comtrue
Job Title: Financial Analyst Location: Dallas, TX (Hybrid: 3 days in-office, 2 days remote) Salary Range: $75,000 - $85,000 Must-Have:
Technical Skills: Advanced proficiency in Excel, including VBA coding and macro writing.
Experience: Proven track record in building and implementing financial models and tools.
Analytical Skills: Strong ability to analyze financial data and provide actionable insights.
Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Communication Skills: Excellent written and verbal communication skills; strong interpersonal skills required when dealing directly with clients, customers, vendors, and suppliers.
Plus:
Background: Experience in both finance and IT is highly desirable.
Education: Master's degree preferred.
Software Proficiency: Familiarity with other Microsoft Office Suite applications (Word, PowerPoint).
Transformation: Ability to adapt and work with legacy systems, as we are in the process of transitioning from an old ERP system.
Description: We are a dynamic team managing commercial finance operations across 13 states, supporting supplier call reports and brand activities for hundreds of brands. We are seeking a highly skilled Senior Financial Analyst to join our team and help us streamline our financial tracking and analytics processes. Responsibilities:
Excel Mastery: Develop and maintain complex Excel workbooks, including writing macros and VBA code to automate financial tracking and reporting.
Fund Management: Track and manage funds dedicated to brand activities, handling up to 10,000+ transactions per month.
Tool Development: Build and update analytical tools to measure elasticity and return on investment.
Financial Reporting: Create and update reports related to financial performance, fund flow forecasts, and financial health of both suppliers and customers.
Pricing Models: Develop and maintain pricing models.
Transaction Records: Maintain accurate records of all transactions.
Month-End Close: Assist with month-end close activities.
Budgeting and Forecasting: Prepare monthly, quarterly, and annual budgets and forecasts based on historical trends.
Variance Analysis: Analyze variances between actual results and budgeted amounts, providing recommendations for corrective actions.
Cash Flow Monitoring: Monitor cash flow requirements and ensure adequate liquidity is available at all times.
Collaboration: Work closely with other departments within the company (e.g., Sales) to resolve any issues that may arise during normal business operations.
Supplier Call Reports: Support supplier call reports and manage financial operations
Commercial Finance: Align with the finance team across 13 states to manage commercial finance activities.
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The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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