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Sr Financial Analyst (St Louis)
Sr Financial Analyst (St Louis)Advantage Solutions • St Louis, MO, US
No longer accepting applications
Sr Financial Analyst (St Louis)

Sr Financial Analyst (St Louis)

Advantage Solutions • St Louis, MO, US
25 days ago
Job type
  • Full-time
  • Part-time
Job description

Sr Financial Analyst

Job Locations

US-MO-Saint Louis | US-IL-Chicago | US-CA-Irvine

Primary Posting Location : City

Saint Louis

Primary Posting Location : State / Province

MO

Primary Posting Location : Postal Code

63102

Primary Posting Location : Country

US

Requisition ID

2025-436351

Position Type

Full Time

Category

Professional : (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)

Minimum

USD $67,200.00 / Yr.

Maximum

USD $84,000.00 / Yr.

Summary

Senior Financial Analyst

Are you a data-driven finance professional looking to make a meaningful impact? Join our dynamic team as a Senior Financial Analyst , where you'll play a key role in shaping the financial future of our company. In this high-visibility position, you'll lead efforts in monthly forecasting, reporting, annual budgeting, and strategic business case modeling.

You'll be at the forefront of financial planning-structuring and conducting in-depth analyses that drive actionable insights, enhance forecasting accuracy, and support data-informed decision-making. Your work will directly influence executive-level reporting, including materials for Board of Directors meetings, bank compliance documentation, and key financial statement exhibits.

This is more than just a numbers role-it's an opportunity to be a strategic partner in a fast-paced, collaborative environment where your expertise will help steer the company toward continued growth and success.

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities

Job Duty

Forecasting

  • Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

Budgeting

  • Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing / creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

    • Business Analysis

  • Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

    • Reporting

  • Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.
  • Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting or other management meetings

    • Minimum Qualifications Minimum Qualifications : The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

    Education Level :

    (Required) : Bachelor's Degree or equivalent experience

    (Preferred) : MBA with emphasis in Finance or Analytics preferred

    Field of Study / Area of Experience : Finance, Economics, or Data Analytics

  • 3-5 years of experience in years of public accounting and / or large company equivalent experience

    • Skills, Knowledge and Abilities

  • Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling
  • Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.
  • Advanced Excel skills and data analysis skills, ideally with experience or interest in automation
  • Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics
  • Excellent written communication and verbal communication skills
  • Well-organized, detail-oriented, and able to handle a fast-paced work environment
  • Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
  • Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook
  • Experience using computerized information systems used in financial and / or accounting applications

    • Job Will Remain Open Until Filled

    Responsibilities

    The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

    Essential Job Duties and Responsibilities

    Job Duty

    Forecasting

  • Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.

    • Budgeting

  • Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing / creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

    • Business Analysis

  • Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

    • Reporting

  • Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.
  • Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings

    • Supervisory Responsibilities

    Direct Reports

  • This position does not have supervisory responsibilities for direct reports

    • Indirect Reports

  • Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

    • Travel and / or Driving Requirements

  • Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.
  • Travel required on an as needed basis

    • Minimum Qualifications Minimum Qualifications : The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

    Education Level :

    (Required) : Bachelor's Degree or equivalent experience

    (Preferred) : MBA with emphasis in Finance or Analytics preferred

    Field of Study / Area of Experience : Finance, Economics, or Data Analytics

  • 3-5 years of experience in years of public accounting and / or large company equivalent experience

    • Skills, Knowledge and Abilities

  • Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling
  • Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.
  • Advanced Excel skills and data analysis skills, ideally with experience or interest in automation
  • Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics
  • Excellent written communication and verbal communication skills
  • Well-organized, detail-oriented, and able to handle a fast-paced work environment
  • Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
  • Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook
  • Experience using computerized information systems used in financial and / or accounting applications

    • Environmental & Physical Requirements

    Office / Sedentary Requirements

    Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

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