In this role you will support monthly financial close, management reporting, forecasting, pricing governance and business analysis activities to enable sound decisions and improved performance. You will partners cross-functionally to provide actionable financial insights and support profitable growth initiatives.
As a Finance team member you will identify and drive Finance process improvements, reporting automation and system optimization initiatives, including leveraging AI-enabled efficiencies and enterprise planning tools.
Requirements
- Support monthly close process and financial reporting
- Own MTD and YTD variance analysis across key P&L areas including Gross-to-Net Revenue, SG&A and other operating expenses, providing clear business driver explanations for variances between actuals, forecast, budget and prior year results.
- Prepare monthly close reporting packages, ensuring accuracy, clarity and actionable business insights.
- Communicate financial results to Finance leadership and cross-functional business partners to support decision-making and accountability.
- Support ownership of Gross-to-Net Revenue analytics, including volume, pricing, mix and promotional analysis.
- Identify opportunities to automate reporting and improve close and forecasting efficiency.
- Support annual financial budgeting and forecast processes
- Coordinate budget and forecast timelines, ensuring alignment with cross-functional stakeholders and timely completion of deliverables.
- Own forecast and budget upload processes within enterprise planning systems.
- Perform variance analysis and support development of forecast/budget presentation materials, including reasonableness checks and business driver explanations.
- Support continuous improvement of forecasting methodologies, reporting tools and planning processes.
- Leverage enterprise planning tools and AI-enabled workflows to improve forecasting efficiency and reporting quality.
- Enable strong business decision making across the organization by performing financial modeling, analysis and making recommendations to support business decisions
- Perform financial analysis to support pricing initiatives, new product launches (line extensions), and other adhoc analysis to support the business.
- Support pricing management, pricing governance and maintenance of customer pricing structures and systems.
- Develop and maintain SKU, customer and channel level profitability models, developing analysis and historical trends to provide insights.
- Provide analytical support for strategic initiatives and ad hoc business opportunities Drive process improvements & systems optimization
- Support and contribute to continuous improvement initiatives across Finance processes, reporting and analytics
- Support enterprise planning system optimization and reporting enhancements
- Identify and help implement AI-enabled efficiencies and automation opportunities
- Develop and enhance scalable reporting tools, dashboards and business insights
- Background
Requirements
- 3+ years of financial planning and analysis experience.
- Familiarity with manufacturing or consumer products preferred.
- Strong Microsoft Excel, Power BI and financial systems skills, including experience working with ERP and financial planning systems
- Demonstrated experience with reporting automation and AI enabled workflows strongly preferred
- Demonstrated ability to improve processes and work efficiently in fast-paced environments
- Demonstrated bias for action, proactively drives work forward and follows through from insight to execution
- Critical thinking and a demonstrated ability to draw connections between analysis and actionable insight
- Ability to communicate and influence in a cross functional environment across all levels of management
- A passion for understanding your role as well as how it connects to the business
- An eye for detail and accuracy.
- Ability to check own work for errors and test for logic and reasonability.
- Creative problem solver
- Proven ability to handle multiple projects and meet deadlines
- BA/BS degree or equivalent practical experience
- Salary $110,000.00 to $125,000.00
- Hybrid role-This role is located in Union City, CaPhysical Requirements
- Frequently requires long period of sitting to perform the essential job duties.
- Must be able to bend, stoop, pull and lift up to 10 lbs.
- Close visual acuity to view a computer terminal, analyze reports, manage data and detail
- This description is not intended to be a complete list of duties or tasks, but instead is to provide a guideline of fundamental responsibilities, tasks and duties.
- La Terra Fina reserves the right to make edits and changes to this role description as business needs require and new tasks and duties may be periodically added
