Sr. Financial Analyst Job at Positec Tool Corporation, Charlotte, NC

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  • Positec Tool Corporation
  • Charlotte, NC

Job Description

Job Description
Ready to take your analytical skills to the next level? As a Sr. Financial Analyst, you'll be the strategic link between data and decision-making - helping drive growth, efficiency, and profitability across our North American distribution footprint.

A senior financial analyst's role involves analyzing financial data, creating financial models and forecasts, and preparing reports to support strategic decision-making for senior management. This role often requires collaboration with other departments and provides recommendations to improve financial performance and drive business growth.

Partner with Sales and Marketing to deliver accurate, timely financial analysis of key commercial initiatives.

Maintain and reconcile accruals for customer programs and ensure all incremental approvals are in place.

Perform ad hoc financial analysis to support business decisions (ROI, SPB, DCRR) and flag concerns when hurdle rates are not achieved.

Develop and maintain monthly and quarterly reporting packages, including Sales and Marketing expense reviews and variance analysis.

Support Sales forecasting by analyzing risks, hedges, and opportunities-challenging assumptions when needed.

Collaborate with cross-functional teams to develop new business models that diversify Positec's revenue streams.

Prepare annual sales and marketing budgets aligned with company-wide financial planning.

Build commercial bridges to simplify reporting and drive actionable improvements.

Oversee customer pricing reviews and pro forma contribution analyses for line reviews and promotions.

Support Product and Marketing teams with cost, pricing, and media efficiency analyses.

Participate in special finance projects as assigned.

Requirements

Does this role sound like a match for you? Here's what we're looking for:

  • Bachelor's degree in Accounting or Finance (or equivalent combination of education and experience).
  • 5-7 years of experience in finance or accounting (FP&A preferred).
  • Strong financial analytics skills with deep knowledge of revenue, margin, pricing, and accounting principles.
  • Proven experience using AI-driven analytics platforms (e.g., ChatGPT, IBM Watson, Azure AI) to enhance reporting and forecasting.
  • Advanced proficiency in Microsoft Excel (Power Query, Power Pivot, VBA).
  • Exposure to corporate performance management systems (OneStream, Hyperion, Anaplan, SAP BPC).
  • Familiarity with machine learning models applied to financial planning, forecasting, and pricing optimization is a strong plus.
  • Experience with SAP or other ERP systems required.

Benefits

At Positec, we're committed to our employees' well-being and professional growth. We offer a range of benefits, ensuring you're supported in your career and personal life:

Healthcare Benefits: You can count on our standard healthcare benefits, which include medical, dental, and vision coverage to keep you and your loved ones healthy.

Work/Life Balance: We get it- finding work-life balance is key. You'll have the option to work from home one day a week, which can help you better balance your professional and personal life.

Education Assistance: Positec is passionate about helping employees reach their full potential. We offer assistance with degree and certification programs to empower your career growth and development.


Professional Development: We promote ongoing learning and growth. Our support includes covering the costs of conferences and webinars that match professional interests.

Disability Coverage: Your well-being is our priority. We provide disability coverage to give you peace of mind during unexpected challenges.

Job Tags

1 day per week,

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