Senior Financial Analyst
Monday, November 19, 2018

RJ Byrd has been recently engaged to hire a Sales Financial Analyst.  This is a very unique and exciting opportunity for someone to work directly with the President. This position provides key decision support through analytical modeling regarding business strategies and resource utilization, serves as a liaison between finance and the sales team, and measures the financial impact of business decisions.

  • Extracts, interprets and analyzes data from a variety of sources to determine product and customer/channel past performance, predicted future performance, trend and opportunities.
  • Collaborates with cross-functional teams including Supply Chain, Sales, and Commercial Strategy to develop data driven hypothesis in response to management questions or proposed businesses cases. Creates analytical models to determine product/portfolio impact, performance and profitability outcomes.
  • Creates forecasts, management reports, models, and database queries to support business analysis and performance management.
  • Uses a strong foundation of accounting knowledge to test and validate reserve balances and forecast impact of true-ups or changes in assumptions.
  • Increases accuracy of reporting solutions; ensures reporting solutions are reliable, valid, consistent (repeatable) and effectively meet internal customer expectations.
  • Partners with Sales, Supply Chain, Accounting, and the leadership team to facilitate business decisions and develop business strategies to increase profitability and optimize resources through analytical and financial modeling.
  • Appropriately summarizes analytical findings to internal customers/stakeholders.
  • Prepares and presents project analysis outcomes to a diverse group of internal stakeholders in order to help make business decisions and strategies; able to clearly justify analytical outcomes (help break down complex modeling process, various inputs and outputs) to build management confidence with business decisions.
  • Proactively identifies potential data and analytical needs of internal customers to overall business objectives.
  • Initiates and facilitates investigation of variances trends, cost trends, customer trends and performs related analysis.
  • Develops profitability analysis as it relates to price/volume analysis, net pricing, etc.; measures ROI (return on investment) for other key business initiatives with direct and indirect external customers such as (but not limited to) trade discounts/allowances and other costs.
  • Participates in the planning, development, and/or review of departmental and/or functional forecasts and budgets.
  • Increase accuracy, identify risks, measure trends, evaluate ROI of budget spending initiatives, help appropriately allocate financial resources, etc.
  • Accountable for the coordination, compilation, and verification of analytic interpretation of financial reports and analyses. Other duties may be assigned.



  • Minimum 2 years of related financial analyst and/or financial planning experience within a corporate environment with proven track record of documented success; experience may include (but is not limited to) financial planning analyst, forecasting analyst, financial business analyst, etc. A master’s degree or advanced certification may be considered as a substitute for up to two years of experience.
  • Related experience within the manufacturing industry strongly preferred.
  • Familiarity with an ERP package preferred.
  • Must have a strong foundation of accounting knowledge and revenue recognition/reserve theory.
  • Must have “hands-on” financial forecasting experience.
  • Must demonstrate strong communication skills and have a successful track record of working effectively with cross-functional teams

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