Job Description
Job Description
Position Summary
The Financial Analyst partners with Finance and operational leaders to provide data-driven insights that support strategic decision-making, improve profitability, and strengthen financial performance. This role is responsible for financial modeling, budgeting, forecasting, cost and margin analysis, and reporting, with a strong focus on manufacturing operations, inventory, and project-based business within a K-12 customer environment.
The ideal candidate is highly analytical, detail-oriented, and experienced in NetSuite financial reporting and data extraction.
Key Responsibilities
Financial Planning & Analysis
- Support the annual budget and monthly forecast processes across departments
- Develop and maintain financial models to evaluate revenue, cost, and margin performance
- Analyze variances to budget, forecast, and prior year and provide actionable recommendations
- Partner with department leaders to review financial results and identify risks and opportunities
Manufacturing & Cost Analysis
- Analyze product cost, labor, overhead, and material usage to drive gross margin improvement
- Monitor standard vs. actual cost and support cost updates
- Evaluate production performance, efficiency, and capacity utilization
- Assist with pricing analysis and profitability by product line, customer, and channel
Inventory & Supply Chain Finance
- Track and analyze inventory levels, turns, reserves, and excess/obsolete inventory
- Support inventory valuation and reconciliation processes
- Partner with Operations and Supply Chain to improve working capital performance
Sales & Project / Bid Support (K-12 Environment)
- Provide financial analysis for large bids, contracts, and customer pricing
- Evaluate customer and project profitability
- Support revenue forecasting based on pipeline, historical trends, and market data
Reporting & Systems (NetSuite)
- Extract, analyze, and reconcile financial data from NetSuite
- Build and maintain dashboards and management reports
- Improve reporting accuracy, automation, and data visibility
- Assist in the development of KPIs and performance metrics
Strategic & Ad Hoc Analysis
- Support capital expenditure analysis and ROI modeling
- Assist with board, bank, and leadership reporting packages
- Participate in cross-functional projects to improve financial and operational performance
Key Performance Indicators (examples)
- Forecast accuracy
- Gross margin improvement
- Inventory turns / working capital performance
- On-time and accurate reporting
- Data quality and report automation
Qualifications
Education & Experience
- Bachelor’s degree in finance, Accounting, or related field
- 3–7+ years of financial analysis experience
- Experience in manufacturing, distribution, or product-based environment strongly preferred
- Experience with ERP systems (NetSuite strongly preferred)
Technical Skills
- Advanced Excel skills (financial modeling, pivot tables, lookups, etc.)
- Experience with financial reporting and data analysis tools
- Strong understanding of cost accounting and inventory flow
- Ability to translate large data sets into clear business insights
Core Competencies
- Strong analytical and problem-solving skills
- High attention to detail and accuracy
- Business partnership mindset
- Ability to manage multiple priorities in a fast-paced environment
- Clear and effective communication with non-financial leaders
Preferred Qualifications
- Experience in K-12, contract furniture, or project-based manufacturing
- Experience with dashboarding / BI tools
- MBA, CFA, or CPA (a plus, not required)