Revenue and Finance Analyst

POSITION VISION
The Revenue and Finance Analyst is responsible for maintaining and analyzing the organization’s pricing structures, supplier rebate systems, and general ledger activities. This role provides critical financial insights, ensures the integrity of revenue streams, and supports the preparation of financial statements to guide strategic decision-making.

PRIMARY RESPONSIBILITIES

Revenue & Market Analysis

1.    Maintain and analyze the company’s Price Book and Price Guides.
2.    Oversee and track supplier rebates and billbacks, including collections and reporting.
3.    Manage and evaluate costing and inventory valuation systems.
4.    Monitor and report on gross profit, pricing, and company KPIs.
5.    Organize and analyze large datasets to create actionable reports.
6.    Conduct ad-hoc financial and revenue-based analysis for management.

Financial & Accounting Duties
7.    Oversee accounting processes ensuring proper GL coding
8.    Prepare and post monthly general ledger entries.
9.    Complete monthly reconciliations and general ledger schedules.
10.    File monthly sales tax, beer tax, and TMT returns.
11.    Process GL exports from Eostar; review and post to the general ledger.
 

QUALITATIVE POSITION OBJECTIVES                                                                                                                                                                                      1.    Assist with the monitoring of the budget trackers for brand support
2.    Assist in identifying and correcting Chain pricing
3.    Other GL and office duties as assigned

CUSTOMER RELATIONS
1.    Uphold customer service philosophy and exemplify company standards while executing business activities.  
2.    Strive to build and maintain favorable reputation of the Company to fulfill the vision of being the “Preferred Supplier” with our customers. 
3.    Answer and satisfy customer complaints whenever possible to build positive business relationships.
 

BENEFITS

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Critical Care Illness Plan
Life insurance
Paid time off
Parental leave

PHYSICAL REQUIREMENTS
Usually sedentary. Ability to perform repetitive tasks accurately. Requires some bending and lifting of several reams of paper.

WORK ENVIRONMENT CONDITIONS
Busy office setting with phone and PC contact for long periods of time 

ADDITIONAL COMMENTS
This job description is general in nature but serves as a guide to your job responsibilities.  It should be understood that management reserves the right to periodically add, modify, change, or delete these job responsibilities.  It should also be understood and acknowledged that these job responsibilities are not to be construed as creating any type of employment contract or guarantee of employment or other employment benefit between the employee and WBD.  

MINIMUM/PREFERRED QUALIFICATIONS AND REQUIREMENTS

• Education:    
  • Minimum:    College degree or equivalent experience.
  • Preferred:    Degree in Accounting, Business, Finance, or Statistics.
• Skills:    
  • Minimum:    Proficient in Microsoft Office (Excel, Word, Outlook). Strong communication and organizational skills. High-level Excel proficiency
  • Preferred:    Experience with SQL, database management and power BI. Ability to manage multiple tasks and meet deadlines.
• Experience:    
  • Minimum:    Basic knowledge of finance and business processes and terms
  • Preferred:    One year accounting experience