Financial Analyst

The Financial Analyst will play a critical role in forecasting revenue, managing budgets, analyzing profitability, and ensuring accurate monthly financial results. This role is responsible for building and enhancing financial models, improving reporting processes, and implementing systems that streamline the validation of profitability through commitments, accruals, and inventory performance. A major focus will be developing Power BI tools and operational dashboards that help General Managers run their businesses effectively and maintain accountability.

Salary Range: $70,000 to $90,000

Budget Planning & Management

Lead the annual budgeting process in partnership with General Managers and department leaders.
• Manage budget revisions, forecasts, and variance analyses throughout the year.
• Provide strategic insights and recommendations to ensure strong financial discipline and performance.
• Build tools and templates that make budgeting more accurate, efficient, and transparent.

Financial Forecasting & Profitability Analysis

• Develop and maintain revenue projection models for monthly, quarterly, and annual planning cycles.
• Analyze gross profit (GP), net operating profit (NOP), and other margin drivers, presenting actionable insights.
• Identify risks, opportunities, and operational factors impacting financial performance.

Month-End Profitability Validation

• Manage the month-end financial review process, including commitments, accruals, and expense alignment.
• Ensure revenue recognition and cost allocations reflect operational activity accurately.
• Partner with finance and operational teams to validate and reconcile results.

Inventory Financial Management

• Monitor inventory levels, aging, and valuation to ensure financial accuracy and operational efficiency.
• Analyze inventory turns, shrink, adjustments, and use trends to identify risks, cost drivers, and opportunities for improvement.
• Collaborate with operations and supply chain teams to ensure proper inventory controls and financial alignment.
• Develop reporting tools that give General Managers visibility into inventory performance and accountability for results.
• Support month-end and year-end inventory-related financial processes, including reconciliations and audits.

Power BI Development & Reporting Tools

• Design, build, and maintain Power BI dashboards that deliver automated insights into revenue, profitability, budgets, commitments, accruals, and inventory performance.
• Develop business management tools that help General Managers monitor KPIs, track performance, and make informed decisions.
• Automate manual processes to improve speed, accuracy, and scalability of recurring reporting.

Process & Systems Improvements

• Streamline financial workflows through automation, system enhancements, and standardized tools.
• Partner with IT, data teams, and operational leaders to strengthen data integrity and improve reporting capabilities.
• Document financial models, reporting tools, and process workflows to ensure consistency and operational clarity.

General Management Support

• Provide General Managers with financial tools, dashboards, and insights that directly support day-to-day operations.
• Partner with operational leaders to interpret financial results, identify issues, and recommend corrective actions.
• Develop accountability frameworks that track financial and operational performance against targets.

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 3-5+ years of experience in FP&A, financial analysis, or similar roles.
• Strong financial modeling capabilities with advanced Excel proficiency.
• Handson experience developing Power BI dashboards.
• Strong understanding of budgeting, forecasting, and inventory accounting.
• Familiarity with ERP systems and financial reporting tools.
• Excellent communication and interpersonal skills, especially when partnering with operational leaders.
• Strong analytical skills and a mindset focused on continuous improvement.

Preferred Skills

• Experience in inventory financial management, cost analysis, or supply chain finance.
• Background supporting field operations or General Manager-led business units.
• Experience with process improvement methodologies (Lean, Six Sigma, etc.).
• Proficiency with Power Query, automation tools, or advanced reporting environments.

This job description is not intended to be all-inclusive. Your supervisor may request and assign similar duties.

Resumes that are mailed, emailed or hand-delivered to Milton CAT or any employee will not be considered. You must apply online. A background check and drug test are required as part of our pre-employment process.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug-Free workplace.