Financial Planning and Analysis

• Responsible for FP&A and business support related to sales, gross margin and obsolescence as it related to actual, budget and forecast reporting.
• Work closely with Marketing to provide analysis and support related to S&OP (Sales & Operations Planning), gross margin, inventory and inventory obsolescence.
• Responsible for product line reporting and analysis related to actual, budget, and forecast.
• Develop new methods for presenting meaningful analysis and financial information to management, utilizing statistical analysis and graphic presentation techniques.
• Provide analysis of the sales distribution (product line categories, vehicle of sale, sales by state, etc.), gross margin, and obsolescence for actual results, budget and forecast projections.
• Prepare financial models to help identify potential risks and opportunities compared to budget and forecast.
• Recommend actions by analyzing and interpreting data and making comparative analysis.
• Increase productivity by developing automated processes.
• Work closely with Marketing and provide analysis to support strategies to reduce the overall inventory balances and obsolescence.
• Prepare and book necessary journal entries related to sales, gross margin and obsolescence.
• Complete assigned sections of the Worldwide reporting package, Internal reporting and reporting to the DSA (Direct Sales Industry).
• Compile all required data and provide information to support both internal and external audits.
• Maintain product line database and insure accuracy of system and product line reporting.
• Provide required input for monthly logistics reporting.
• Insure that the inventory obsolescence is accurately stated and in compliance with the current policy.
• Ensures that management is kept informed of all decisions which affect the financial objective of the business.
• Review and approve purchase order requests for sales aids and premium items.
• Prepare and route for approval inventory dump ITD's.
• All other duties as assigned.

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