Fp&A, Analyst (Entry Level)

Richardson Sales Performance is the global leader in sales training and performance improvement. When sales professionals across the globe want to advance their careers, they turn to Richardson for training and help. So it’s no surprise that many of the world’s top sales leaders, thinkers, trainers, and other professionals ultimately chose to work for Richardson itself. Not only has Richardson been an industry leader since 1978, but this is where the latest thinking in agile sales training and other innovations are continuing to be developed. And because the same highly personalized approach that we take to sales training informs our approach to employee development, Richardson has created the ideal environment for great careers to take off.

Our company is growing & evolving and now is an exciting time to join our team.

That’s where you come in …

Description:

The Analyst, Financial Planning & Analysis will fill a key role within the Finance organization and will be responsible for traditional FP&A functions such as management reporting, forecasting, and budgeting, and must also have the business acumen, technical skills, and intelligence to partner with senior leaders to provide them with information that help to address Richardson’s toughest challenges. The Analyst will be expected to help drive analysis around customer profitability and business strategy.

Responsibilities:

• Work with Finance & Business Leadership to operate a simple but detailed forecasting and budgeting process
• Create monthly reports and analysis that translate financial results into actionable information for management and the Board; create repeatable structure/framework for reporting to provide management visibility
• Utilize current KPI definitions to create reporting that focuses on revenue growth, utilization, cost drivers, customer profitability, etc.
• Maintain and update KPI dashboards for working capital, order backlog, etc.
• Maintain and update Business Visualization tool for reporting dynamic results across the company and add additional functionality as needs arise
• Collaborate with IT and Accounting to identify and execute on opportunities to simplify data model and automate reports
• Look for efficiencies and propose new ways of reporting or provide insights gathered from analytics in order for us to measure the business
• Present and review KPI results/analytics to Sr. Management; provide insights on what the numbers are saying and incorporate feedback into future reporting
• Present and review KPI results to sales team and leaders; understand and relay commission payment details
• Partner with Senior Leadership to build and maintain long range financial plan
• Other duties as deemed necessary by Sr. Management
• Bachelor’s degree and strong academic record in finance, economics, or related analytical field
• 1-3+ years of experience in financial analysis role
• Ability to identify business challenges and present actionable analysis
• Understanding of financial statements a plus
• Ability to work with various tools to manipulate, cleanse, and interpret data (i.e. Business Visualization tools - such as PowerBI, ERPs, consolidation systems, Reporting Software, etc.)
• Expert user of all MS Office tools, especially Excel
• Self-starting with strong ability to manage ambiguity and adapt to changing priorities
• Excellent presentation and interpersonal skills; strong communication skills
• Ability to interpret business results and help define trends
• Demonstrated highest level of personal accountability and integrity; ability to maintain discretion with sensitive data

Qualifications:

Additional Information

The FP&A Analyst is a salaried, full-time role, with standard working hours of 8:30 am – 5:30 pm, Monday - Friday; additional hours may be needed at times, upon request. Richardson Sales Performance has a remote-first hybrid work policy, meaning that employees are empowered to choose the work location that will allow them to be most productive. Employees within commuting distance of the Philadelphia HQ office may be expected to go into the office 2-3 times per month for team meetings; employees outside of commuting distance may be asked to travel in on occasion.

Equal Opportunity Employer

Richardson Sales Performance is committed to cultivating a workplace that is diverse, equitable, and inclusive, and we are continuously evolving our DE&I practices to make progress in this area. Our business policies and practices, including those around hiring, protect all individuals and organizations that we do business with from discrimination based on any and all non-merit based factors, including race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, or military service.