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The Finance Business Partner compiles and analyzes financial information for an organization by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Creates and analyzes monthly, quarterly, and annual reports. Assists in the monthly close process to ensure financial information has been recorded accurately.
Tracks financial and operating status by monitoring variances from plan.
Identifies trends and developments within the Operation and various profit/cost centers and presents the findings and recommended improvements to senior management.
Performs weekly financial forecasting and reconciliation of internal accounts.
Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.
Prepares timely and accurate reports, plans, and forecasts for internal and external constituents.
Analyzes financial information to determine present and future financial performance.
Collaborates with operational leadership to analyze, prepare (bottom up approach) and present the annual financial plan and capital budget.
Evaluates complex profit plans, operating records, and financial statements.
Establishes databases of pertinent information for use in analyzing future plans and forecasts.
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies including the ROI.
Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
Has knowledge of and can apply commonly-used concepts, practices, and procedures within the finance and accounting field.
Collaborates heavily with operational leadership to provide quality tools to expedite and improve decision-making.
Assist with financial pricing models for new potential customer RFP's (request for proposals) and for re-rating of existing customer agreements. This person is the finance lead and works with multiple sources to efficiently pull together accurate RFPs for distribution customers.