The Finance Analyst II has direct responsibility in all aspects of financial reporting and executive partnership. The position will be responsible for providing qualitative and quantitative analysis that delivers insight into department level and overall company financial performance to stakeholders.
Primary Responsibilities (May include but not limited to)
- Partner with cross-company management, including executive leadership, in creating and reporting annual budgets for the company’s end-to-end P&L
- Collaborate closely with managers to track, model, and estimate monetary impact of new opportunities in the sales pipeline.
- Complete monthly variance analysis at the business unit and product levels.
- Report monthly actuals and associated variances to company management and partner to update monthly forecasts for infrastructure departments and customer level P&Ls
- Partner with Accounting team to review month end results to forecast.
- Assist in the creation and maintenance of monthly reporting for the Board of Directors and multiple entities.
- Lead team in process change projects, including coordinating continuous process improvement and process automation.
- Create recurring and ad hoc reporting for business segments, including profitability analyses on product and company level.
- Update 5-year plan model and create models as needed
- Update company presentation decks
Position Competencies
- The ability to multi-task from simple to complex
- Ability to follow up and strong organizational skills a must
- Work product requires a high degree of accuracy and attention to detail
- Interpersonal skills to interact with a diverse group of individuals
- Deadline driven task approach
- Persistence and strong problem-solving skills
- Decision making skills with the ability to know when to obtain assistance
- Ability to function as a team player
- Self-starter and ability to take on tasks with minimal guidance
Required Experience
- Bachelor’s degree in accounting or finance
- 3+ years of experience in corporate finance.
- NetSuite ERP & Planning & Budgeting, Power BI, Alteryx, and Salesforce experience is a plus
- Strong Communication and interpersonal skills
- Proficiency using Excel and advanced functions
Location
The position is based at the Shift Digital Headquarters in Birmingham, Michigan.
