This position is responsible for all revenue analysis for company and subsidiaries, including daily, monthly, and annual. Responsibility for revenue, S,G&A costs and full financial statements in the Forecast and Budget processes. Support Commercial Teams and Finance Director in development of the long-range strategic plan (full financial statements). Demand planning and coordination with the Operations team.
Provide Adhoc support to Marketing and Sales teams
- Responsibilities Include:
- Revenue and Sales Analysis
- Monthly ownership of all revenue analysis and reporting, including price-volume-mix, same-store sales, purchase orders, and sales outlook
- Partner with Commercial teams to understand and analyze market drivers to quantify and project impact vs Budget, Forecast, and Prior Year
Annual Financial Plan, Forecast
- Work with Commercial Team to generate and update the Company’s Annual Revenue Plan,
- Financial Plan and Forecasts
- Work with SG&A cost center owners to generate and update the Company’s Annual
- Develop sustainable ongoing processes for the Annual Plan and Forecast:
- Creation and sustaining dynamic Excel models that build out revenue assumptions into a full plan, then updated for the forecast Creation and sustaining dynamic Excel models that build out SG&A cost assumptions into a full plan, then updated for the forecast
- Responsible for populating required financial decks and presentations for all elements of the financial statements (P&L, Balance Sheet, Cash flow) and relevant analysis
Long-Range Strategic Plan
- Work with Commercial Teams and Finance Director to model Strategic Element P&L’s
- Build Base Business P&L
- Create Dynamic Consolidation Model
- Responsible for populating required financial decks and presentations for all elements of the financial statements (P&L, Balance Sheet, Cash flow) and relevant analysis
Demand Plan
- Translating the revenue budget/forecast into a monthly demand plan for the Operations Team
- Support the revenue forecast needs for the SIOP process
- Identify opportunities for accuracy improvement in demand planning process
Marketing/Sales Team Support
- Provide ad hoc support related to market analysis and analytical needs for new products and programs.
- Track and report on sales performance against comp goals.
ERP Support (Epicor/ IFS)
- Acting as resource to Sales and Marketing team for ERP system needs
- Developing ERP reports to support regular and ad hoc reports and analysis
- Serve as Subject Matter Expert for future ERP migration
- Custom Assay Development contract accounting
- Prepare journal entries for revenue and COS recognition, Track and Review R&D active contracts hours on a monthly basis – prepare entries as necessary
- Prepare CAD budgets and forecasts, quarterly/annual reports
- Develop and maintain standard template for new DNA/IMU part costing for use by R&D team
- Adhoc requests, and other tasks and responsibilities as assigned by management
Requirements:
- Bachelor of Science in Accounting/Finance
- CPA/MBA preferred
- 3-5 years + accounting/finance experience, with a mix of public accounting and financial planning and analysis
- Experience with Revenue modeling/budgeting/forecasting
- Experience with Cost modeling/budgeting/forecasting
- Experience in data mining and manipulation
- Experience with manufacturing companies preferred
- ERP implementation experience preferred
- Experience with SalesForce.com preferred
- Team player with high level of motivation and a proactive work ethic. Dedicated to meeting the expectations of internal and external customers.
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
