Senior Financial Analyst

Sherpa LLC.4 months ago
Rock Hill, SC, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Compensation: To $85K.

Job Overview - Senior Financial Analyst - 34309

Our client is seeking a skilled Senior Financial Analyst to support their operations. In this role you will:

  • Support monthly close and management reporting, including variance analysis vs. budget/forecast and prior period.
  • Maintain and enhance operational KPIs (e.g., gross margin, labor and, freight, and working capital performance).
  • Build and refresh financial models for forecasting, budgeting, and scenario analysis; communicate key drivers and sensitivities.
  • Analyze product and customer profitability, pricing/mix impacts, and cost-to-serve across channels and distribution methods.
  • Support inventory analytics (excess/obsolete, slow-moving, cycle count accuracy) and help improve inventory controls.
  • Develop ad hoc analyses and business cases (capex/ROI, make vs. buy, supplier changes, network/logistics changes).
  • Help improve data quality and reporting automation by leveraging ERP and intermediate to advanced Excel techniques.
  • Prepare clear, concise presentations and recommendations for finance leadership and cross-functional stakeholders.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business, Industrial Engineering, or a related field.
  • 3-5 years of experience in accounting, financial analysis, FP&A, cost analysis, or related roles; manufacturing and/or distribution environment strongly preferred.
  • Strong proficiency in Excel (pivot tables, lookups, complex formulas; Power Query/Power Pivot a plus).
  • Experience working with ERP systems and large datasets; ability to reconcile data across systems.
  • Solid understanding of financial statements, budgeting/forecasting processes, and variance analysis.
  • Ability to communicate findings clearly to both finance and non-finance audiences.
  • High attention to detail, sound judgment, and proven ability to manage multiple priorities and deadlines.
  • Proactive, eager to learn, organized and teachable.
  • Continuous improvement mindset.
  • Exposure to business intelligence tools (e.g., Power BI, Tableau and/or SQL a plus).
  • Ability to influence without authority and partner effectively across Operations, Sales, and Accounting.

Additional Job Details

Workplace Policy: #li-Onsite

Seniority Level: Associate

Linked In Poster: #LI-LE1

About our Process

  • We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
  • Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
  • Candidates for all Sherpa opportunities must be authorized to work in the United States.
  • Sherpa is an Equal Opportunity Employer.

Skills:

Accounting, Accounting Close, Analysis Skills, Automation, Budgeting, Business Analysis, Business Case, Business Intelligence Software, Capital Expenditure (CAPEX), Cargo/Freight, Communication Skills, Continuous Improvement, Cost Analysis, Cross-Functional, Data Quality, Data Sets, Detail Oriented, Distribution Services, ERP (Enterprise Resource Planning), Economics, Finance, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Statements, Forecasting, Gross Margin, Industrial Engineering, Inventory Cycle Counts, Inventory Management, Leadership, LinkedIn, Logistics, Management Reporting, Microsoft Excel, Multitasking, Operational Support, Organizational Skills, Performance Metrics, Pivot Tables, Power BI, Pricing, Process Analysis, Product Profitability, Quality Management, Reconciliation, Return on Investment (ROI), SQL (Structured Query Language), Sales, Tableau, Time Management, Variance Analysis

About the Company:

Sherpa LLC.

Required Skills

Gross Margin
Return on Investment (ROI)
Industrial Engineering
Pivot Tables
Detail Oriented
Data Sets
Communication Skills
Cost Analysis
Product Profitability
Distribution Services
Power BI
Tableau
Sales
Capital Expenditure (CAPEX)
LinkedIn
Inventory Management
Automation
Business Case
Variance Analysis
Time Management
Forecasting
Microsoft Excel
Reconciliation
Cross-Functional
Cargo/Freight
Business Analysis
Inventory Cycle Counts
Process Analysis
Performance Metrics
Operational Support
Finance
Quality Management
ERP (Enterprise Resource Planning)
Management Reporting
Accounting
Analysis Skills
Financial Planning and Analysis (FP&A)
Financial Statements
Pricing
Logistics
Multitasking
Financial Modeling
Organizational Skills
Data Quality
Economics
Financial Analysis
Continuous Improvement
SQL (Structured Query Language)
Budgeting
Leadership
Business Intelligence Software