Key Responsibilities:
- Assist with the annual budget, quarterly forecasts, and long-range planning process
- Maintain driver-based financial models (revenue, headcount, expenses)
- Partner with business leaders to develop bottom-up forecasts
Business Performance & Analysis:
- Analyze performance vs. budget/forecast and provide clear, actionable insights and recommendations to manage risk and drive business decisions and results
- Monitor & track risks and opportunities and communicate them clearly to leadership
- Own process for defining key financial and operational KPI’s, ensuring alignment with corporate performance objectives
Process Improvement & Systems:
- Drive process improvements in planning and reporting that enable scalability and automation
- Support the evolution towards integrated planning and reporting tools
- Work with systems such as Excel, ERP (SAP), and assist in implementation and maintenance of planning tools
Nordic Naturals
Nordic Naturals is centered around financial planning, business performance management, and decision support. They are a mid-sized company in the $200M–$1B revenue range.