The Financial Analyst is responsible for financial research and analysis for use in the development of business strategies and tactics for Customer revenue growth. This role will be a data intensive role focused on top line sales and margin growth. The Financial Analyst will focus on competitive pricing/analysis-based competitive strategies, market share growth, financial analyses focused on customers, pricing sensitivity analysis, competitive analyses, vendor analysis and working with external organizations to extract data. This role is part of the Finance, Accounting and Compliance team.
WORK TASKS
The Financial Analyst can be expected to perform the following tasks in this role as a routine part of their job:
Develops analytical business solutions and recommends the appropriate use of transactional data, syndicated data and other forms of secondary data available to drive projects throughout Brand, Sales and Planning teams. (45%)
Leads analysis to provide business recommendations and solutions focused on competitive pricing/analysis-based competitive strategies, market share growth, financial analyses focused on customers, pricing sensitivity analysis, competitive analyses and vendor analyses.
Fosters a strategic partnership with Brand Leaders by helping guide and recommend portfolio profitability decisions.
Works in conjunction with financial planning and analyses in forecasting, pricing and market share discussions and post evaluations.
Ensures continuous improvement in pricing projects and works with Brand leaders to learn insight from price changes and cascade those learnings to the Brand, Sales and Planning teams.
Develops, maintains and reports on KPIs that drive daily, weekly, and monthly measurement of price changes in the marketplace with pre- and post-analysis.
Collaborates with the Customer Centric Planning team on customer focused projects with the understanding the impact of customer demographics.
Provides the analysis and reports for business planning meetings to ensure the Brand team has information to build a prescriptive activity plan in support of the quarterly Brand Plan with data and analytics.
Provides financial modeling input into business cases, costs, and schedules to support customer growth revenue.
Applies understanding of business strategies, objectives, and environment to develop, recommend and implement solutions.
Collaborates and provides guidance to the Financial, Brand, Sales and Human Resources teams in ad-hoc financial analyses as it relates to revenue growth, market share growth and costs optimization utilizing spatial analytics. (20%)
Analyzes multiple levels of data across the company through customer using financial and supplier data.
Maintains data sharing policy and confidentiality across suppliers.
Collaborates with Information Technology and Communications teams as needed to align processes and procedures.
Conducts research using a variety of data sources and selects information needed for the analysis of customer revenue growth.
Partners with Market Intelligence, Pricing Optimization, Category Management, Brand and Sales teams in delivering fact-based selling stories for high-value sales team calls that optimize both customer and Andrews’ profitability potential. (20%)
Attends meetings, gathers, researches and analyzes data to provide information identify, quantify, and predict consumer buying behavior.
Produces data, reports and presentations as needed in support of sales processes and goals.
Provides financial analytics and reporting based on best practices and identifies opportunities to improve current processes.
Develops, maintains and reports on customer KPIs.
Provides technical and analysis guidance on analyzing data trends and reports to help guide decision making.
Evaluates opportunities for growth, by supporting Brand leadership in their effectiveness with shared key insights of the market changes in collaboration with the PMO team. (10%)
Partners with the Project Management Office (PMO) team to execute projects company-wide.
Uses and follows PMO-recommended process and procedures to ensure alignment.
*This is a multi-level role, levels are based on Financial Analysis, Modeling and Data Analysis knowledge, experience and expertise, and complexity of departmental/cross-functional project/process assignments.
This list is not all inclusive of other tasks and subtasks that may be necessary in performing this role, but rather an overview of the role’s primary work tasks.
CAPABILITIES
The Financial Analyst has a greater opportunity to succeed if they can develop and master the following job-related capabilities and KSAs.
KNOWLEDGE
Accounting Principles
All Andrews Program
Analysis and Reasoning Principles
Andrews BISM/eoStar Data Access
Andrews Business Strategies
Andrews Business, Structure and Workflow
Andrews Market Segmentation
Andrews Portfolio
Andrews Sales Methodologies
Andrews Safety Policies and Procedures
Andrews Service Policies
Beer and Distribution Business Knowledge
Beverage Retail Business
Brand Building Principles
Business Acumen
Business Analysis
Category Management/Space Management
Collaboration Tools and Techniques
Competitor Knowledge and Portfolio
Cost Management
Customer Centric Planning Process
DFWA and Corpus Christi Geographic Area
DFWA Market Insight
Financial Acumen
Financial Modeling Techniques
Inventory Management Principles
Model Market Concepts
National Accounts Business and Data
Pricing Management
Pricing Realization and Competitive Price Parity
Project Management Principles
Retail Channels and Strategies
Statistical and Data Modeling Principles
Strategy Concepts and Methods
Syndicated Data Knowledge
TABC Guidelines
SKILLS & ABILITIES
Ability to Build Trust
Ability to Collaborate and Influence Across all Organizational Levels
Ability to Draw Insights from Data
Ability to Gather, Interpret and Apply Business/Financial Data
Ability to Manage Workflow, Commitments and Meet Deadlines
Ability to Set Goals and Objectives
Ability to Solve Problems and Develop Potential Solutions
Ability to Work with Changing Priorities
Ability to Work with Cross-Functional Teams
Active Listening and Feedback Skills
Analytical Thinking and Problem-Solving Skills
Change Management Skills
Conceptual Thinking Skills
Communication and Interpersonal Skills
Data Retrieval, Querying and Complex Reporting Skills
Gathering, Interpreting and Applying Business and Financial Data
Financial Analysis Skills
Financial Modeling Skills (Excel)
MS Office Suite Skills (Excel, Access, PowerPoint)
Presentation and Facilitation Skills
Project Management Skills
Relationship Building Skills
Statistical Modeling Skills
Strategic Thinking Skills
Teamwork Skills
Technical Aptitude/Computer/iPad Skills
Time Management and Prioritization Skills
QUALIFICATIONS
A qualified candidate for the Financial Analyst role should satisfy the expectations below:
REQUIRED
Financial Analyst I
Bachelor’s Degree; Finance, Accounting or Other Related Field
Three to Five Years Financial/Business Analysis and/or Modeling Experience
Strong Analytical and Analysis Skills; Financial Analysis, Accounting Analysis, and/or Business Analytics
Strong Communication and Relationship Building Skills
Previous Business Statistical Analysis Experience; Data-based Decision-Making Models
Proven Technical Skills; Ability to Learn New Systems, Technologies and Processes Easily and Independently
Financial Analyst II
Bachelor’s Degree; Finance, Accounting or Other Related Field
Six Plus Years Financial/Business Analysis and/or Modeling Experience
Advanced Analytical and Analysis Skills; Financial Analysis, Accounting Analysis, and/or Business Analytics
Advanced Communication and Relationship Building Skills; Ability to Present Complex Analysis in an Clear, Concise and Professional Manner
Three Plus Years of Business Statistical Analysis Experience; Data-based Decision-Making Models
Advanced Technical Skills and Aptitude to Learn New Systems, Technologies and Processes Easily and Independently
PREFERRED
Financial Analyst I
Master’s Degree; Business, Economics, Statistics or Other Related Field
Financial Acumen
Experience Using Data Query Tools
Experience Using Financial, Statistical and/or Programming Tools (i.e. MS Office, R, SAS, Alteryx etc.)
Financial Analyst II
Master’s Degree; Business, Economics, Statistics or Other Related Field
Financial Acumen
Experience Using Data Query Tools
Experience Using Financial, Statistical and/or Programming Tools (i.e. MS Office, R, SAS, Alteryx etc.)
PHYSICAL REQUIREMENTS & ESSENTIAL FUNCTIONS
Ability to maintain a sustained posture in a seated position for prolonged periods of time and operate computer equipment.
Ability to bend, stoop, and twist is required for filing and general office duties.
Exerts up to 10 lbs of force occasionally and/or negligible amount frequently to move office-related items or materials.
Ability to use a personal computer for tasks such as communicating via email and preparing reports and other forms of documentation using company and industry software.
Ability to speak, hear, and see is required to communicate with employees, and to operate computers and office machinery.
Hand-eye coordination and fine manipulation skills are necessary to operate computers and various office equipment.
Continual hand/wrist motion is required to operate computers and office machinery.
Ability to perform job functions in compliance with company policies and procedures, including safety policies and best practices.
Must maintain regular and punctual attendance.