Financial Analyst

Financial Analyst role based in Leawood, KS onsite with Leslie Rudd Investment Company, partnering with executive leadership to analyze finances and support business decisions.

Responsibilities

• Serve as a strategic finance partner to the executive team and key business stakeholders, translating financial and operational trends into clear, actionable guidance.
• Leverage multiple systems to generate daily, weekly, and monthly financial reports, including KPIs and dashboards, to educate, monitor, and drive company results.
• Prepare GAAP compliant monthly and annual financial statements for leadership and stakeholder review.
• Investigate anomalies and material variances, delivering concise analysis and conclusions from financial results.
• Develop and support a broad range of finance and business processes required for an evolving organization, balancing multiple priorities.
• Lead budgeting, forecasting, and long-range planning, including pro forma statements and cash flow projections.
• Build and maintain financial models to assess sales initiatives, compensation structures, profitability, and pricing strategies.
• Complete ad hoc financial reporting requests for internal and external stakeholders.
• Collaborate with suppliers and sales leadership to design and implement sales incentive programs and total compensation models to drive profitable results for the organization and the sales team.
• Work with sales leaders to develop reports and incentive programs that support prudent inventory management.
• Monitor and report on supplier accounts receivable and supplier cooperative funds.
• Ensure cash collections are utilized in ways that advance company results.
• Use internal and external data to benchmark performance at aggregate, category, and brand levels.

Requirements

• Minimum five years of professional finance or accounting experience with hands-on financial modeling.
• Proven experience collaborating with both Finance/Accounting and Sales executives.
• Experience preferred in Food, Beverage, or consumer packaged goods industries.
• Bachelor's degree in Finance, Business Administration, or Accounting.
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to present and articulate financial data effectively to stakeholders at varied levels of the organization.
• Strong ownership and initiative, with a proactive approach to improving financial reporting, performance, and operational efficiency.
• Highest standards of accuracy, organization, and confidentiality.
• Ability to multi-task and prioritize effectively in a dynamic environment.
• Adaptable to change and capable of managing competing demands.
• Strong analytical skills and information gathering abilities.
• Professional demeanor and a solid work ethic.

Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Vision insurance

Work location

• In person – Leawood, KS (onsite)