Financial Analyst

The Financial Analyst will work directly with the greater finance organization and cross-departmental teams in a supportive role focused on the current and future financial growth of DDS Lab. They will provide financial guidance in the use of analytical reporting and forecast modeling. The Financial Analyst will be the keyholder of revenue, pricing, and revenue related programs. Along with revenue related deliverables, they will assist the Director of FP&A in full financial statement related reporting, forecasting, and budgeting.

Essential duties

• Ownership of monthly revenue executive reporting and commentary
• Assistance in build of full financial statement executive reporting and commentary
• Management of revenue related rebates, programs, and promotions
• Ownership of revenue forecasts and annual operating plan
• Assistance in build of full financial statement forecasts and annual operating plan
• Management of customer pricing including but not limited to:
• Price list maintenance, new customer pricing, market analysis, price change modeling
• Sales modeling and reporting at customer and product level
• Margin analysis at the customer or product level
• Create CPA requests
• Dashboard/report management via visualization tools
• Other ad hoc requests that require financial support