Financial Analyst (New York)

The Financial Analyst will play a key role in analyzing sales performance, managing pricing controls, and evaluating profit margins to support informed business decisions and overall profitability. This role requires a strong understanding of how sales performance across brands, customers, and sales channels impacts the company’s financial results.

The ideal candidate is highly analytical, detail-oriented, and comfortable working with large datasets to identify trends, assess profitability, and provide actionable insights. Beyond high-level financial reporting, this individual will be expected to maintain an in-depth understanding of sales and margin performance across the business, identifying fluctuations, investigating discrepancies, and ensuring pricing and profitability remain aligned with company objectives.

Key Responsibilities

• Sales Analysis: Analyze sales performance across brands, customers, and sales channels to identify trends, evaluate results, and provide insights into business performance.
• Pricing Control: Monitor pricing structures and controls to ensure pricing decisions align with established guidelines and profitability objectives.
• Profitability & Margin Analysis: Conduct detailed profit margin testing and analysis to evaluate profitability across products, brands, customers, and channels.
• Detailed Financial Monitoring: Maintain ongoing, granular analysis of sales and margins, recognizing that changes in the sales mix or the relative contribution of individual brands, customers, and channels can significantly impact overall profitability.
• Reporting & Insights: Prepare recurring and ad hoc financial reports that provide visibility into sales performance, pricing trends, and profitability metrics.
• Data Integrity: Ensure the accuracy and consistency of financial and sales data used in reporting, analysis, and margin calculations.
• Cross-Functional Collaboration: Partner with Sales, Finance, and other relevant teams to support pricing decisions, improve margin performance, and identify opportunities to enhance profitability.
• Process Improvement: Identify opportunities to improve financial reporting, analytical processes, and pricing controls to support greater efficiency and accuracy.

Qualifications & Skills

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience in financial analysis, sales analysis, pricing, or profitability reporting preferred.
• Strong analytical and quantitative skills, with the ability to interpret complex datasets and identify meaningful trends.
• Advanced Excel skills and experience working with large datasets and financial reporting tools.
• Strong understanding of sales performance, gross margins, pricing structures, and profitability drivers.
• Exceptional attention to detail and a commitment to maintaining accurate, reliable analysis.
• Ability to investigate discrepancies, identify root causes, and communicate findings effectively.
• Strong organizational skills and the ability to manage recurring reporting requirements alongside ad hoc analytical requests.
• Ability to work collaboratively across departments and translate financial data into actionable business insights.

Tagged as: Excel, Financial Modeling