The Financial Analyst plays a key role in supporting financial planning, forecasting, reporting, and business decision-making across the organization. This position is responsible for analyzing financial and operational data, identifying trends and risks, supporting month-end close activities, and providing actionable insights to business leaders.
Success in this role is driven by strong analytical skills, intellectual curiosity, attention to detail, and the ability to transform complex data into meaningful recommendations. The ideal candidate is comfortable working with large data sets, building financial models, and partnering with cross-functional teams in a fast-paced environment.
Responsibilities- Support the monthly forecast, annual budget, and financial planning processes.
- Analyze financial and operational results against budget, forecast, and prior year performance.
- Prepare variance analyses and provide clear explanations of key business drivers.
- Assist with month-end close activities, including pulling support for revenue recognition, ensuring costs are posting appropriately, and financial reporting.
- Extract, validate, and analyze data from multiple systems to support decision-making.
- Develop and maintain financial models, reports, dashboards, and analytical tools.
- Create and enhance spreadsheets, databases, and reporting processes to improve efficiency and accuracy.
- Partner with business leaders to provide financial insights and support operational decision-making.
- Prepare recurring and ad hoc financial reports, analyses, and presentations.
- Identify opportunities for process improvements, automation, and enhanced reporting.
- Support profitability, revenue, margin, and expense analyses across business units and clients.
- Perform other duties and special projects as assigned.
Minimum Qualifications-Knowledge, Skills and Abilities
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field.
- 1–3+ years of experience in Financial Planning & Analysis (FP&A), Accounting, Finance, or a related analytical role.
- Progress toward a CPA designation is considered an asset.
- Internship or co-op experience in a finance environment is considered an asset.
- Advanced proficiency in Microsoft Excel, including pivot tables, lookups, financial modeling, and data analysis.
- Experience working with large datasets and transforming data into meaningful business insights.
- Strong analytical, problem-solving, and critical thinking skills.
- Understanding of budgeting, forecasting, variance analysis, and financial reporting concepts.
- Experience with Power BI, Tableau, SQL, or other business intelligence/reporting tools is an asset.
- Ability to communicate financial information clearly to both finance and non-finance stakeholders.
- High attention to detail and strong organizational skills.
- Manage multiple priorities and meet deadlines in a fast-paced environment.
- Self-motivated with a strong sense of ownership and accountability.
- Demonstrated ability to work independently as well as collaboratively within a team.
- Strong interpersonal, written, and verbal communication skills.
- Maintains confidentiality and handles sensitive information with professionalism and discretion.
Physical Requirements
- Sit for extended periods (typically 6+ hours per day).
- Use a computer, including keyboard and mouse, for prolonged periods.
- Lift and carry light items (e.g., files, office supplies, laptops, typically 20+ pounds).
- Reach, bend, or stoop occasionally to access files or office materials.
- Maintain focus and attention for long periods of desk-based work.
- Follow clear directions.
- Perform repetitive motions (e.g., typing, clicking) consistently throughout the day.
#DiscoverYourPath
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field
- 1-3+ years of experience in FP&A, Accounting, Finance, or a related analytical role
- Advanced proficiency in Microsoft Excel, including pivot tables, lookups, financial modeling, and data analysis
- Experience working with large datasets and transforming data into business insights
- Strong analytical, problem-solving, and critical thinking skills
- Understanding of budgeting, forecasting, variance analysis, and financial reporting concepts
- Ability to communicate financial information clearly to finance and non-finance stakeholders
- High attention to detail and strong organizational skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Ability to work independently and collaboratively
- Strong interpersonal, written, and verbal communication skills
- Ability to maintain confidentiality and handle sensitive information professionally
- Progress toward a CPA designation
- Internship or co-op experience in a finance environment
- Experience with Power BI, Tableau, SQL, or other business intelligence and reporting tools
What We Do
Acosta Group fuses storied expertise, unmatched connectivity and advanced insight to accelerate brand growth – everywhere you sell. Our collective of the most trusted retail, marketing and foodservice agencies is reimagining how people connect with brands at every point in the consumer journey. Comprised of Acosta, ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services and Product Connections, Acosta Group understands and anticipates evolving consumer needs, fueling accelerated performance to connect tomorrow's commerce today. The collective delivers end-to-end solutions, including headquarter sales services, omnichannel retail solutions, assisted sales and training, integrated marketing, foodservice sales enablement and culinary solutions, and the most advanced data and insights.









