Position Title: FINANCIAL ANALYST
Company Overview: At Bobo’s Oat Bars everything we create is made with love and baked by hand using wholesome, simple ingredients you can find in your own kitchen. Working at Bobo’s is a labor of love. Our experienced staff exudes integrity, grit, passion, and a unified desire to share the love of Bobo’s and our products from their hearts to others. Bobo’s employees embrace and reflect the Bobo’s values being collaborative, adaptable, passionate, persevering, and fun-loving.
Position Summary: The Financial Analyst will be responsible for preparing and providing insights on financial reporting and analytics, trade spend analysis and customer profitability. The position will report to the CFO however will work very closely with all cross functional teams to ensure information is shared timely and effectively across the organization.
Primary Duties and Responsibilities:
- Create and deliver recurring financial reports that will provide timely and accurate insight of business results
- Make recommendations for process improvements to increase automation and efficiency
- Create and maintain financial models using complex data sets and formulas to deliver insightful reporting develop multiple scenarios, provide recommendations and improve financial projections
- Perform monthly variance analysis compared to history, forecast and budget
- Analyze, identify, and communicate trends and issues impacting the business on an
- ongoing basis and make recommendations
- Partner with multiple cross functional teams to prepare and communicate insightful results to business leaders to improve and predict performance
- Support the annual planning process and the quarterly forecast process
- Maintain standard cost analysis reporting
- Assist with month-end close as needed
- Other accounting, finance, sales projects when necessary
Supervisory Responsibility: None
Qualifications / Education / Experience Desired:
- Bachelor’s degree in Business Administration with concentration in Accounting and Finance
- 2-5 years of experience in finance, accounting or other relevant position
- Experience working with QuickBooks
- Expertise in Excel, including pivot tables, lookups and data manipulation
- Working knowledge of Microsoft Office
- Desire to be part of a small business team supporting the growth of an exciting food brand
Language / Mathematical / Reasoning Ability:
- Must be able to accurately document information in a timely manner
- Must be able to write and speak, both clearly and effectively
- Must be able to multi-task in a fast-paced environment
- Very strong math skills required
Supervision Given:
- This position will report to the CFO and work with other department leaders
- This position is expected to be able to work with minimal oversight at times, and be able to confidently handle situations on their own
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit, stand, use hands to grip and handle objects; reach with hands and arms; and talk or hear. The employee is occasionally required to walk; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include looking at a computer screen and ability to adjust focus. The employee is required to travel, drive a motor vehicle, and communicate using telephone and email.
Travel Required: Very Limited – May be asked to go off-site (locally) for training or company events.
Resume Submission: All candidates with relevant experience please submit resume to [email protected]. Please put “Financial Analyst” in the subject line of email
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