8 Trend Analysis jobs in Greater Northdale

• BA degree in Finance, Accounting, Economics, or a related field; MBA or CFA candidate preferred.
• 3+ years of experience with financial modeling, financial planning & analysis or corporate finance, preferably in the Construction industry
• Technical expertise leveraging Microsoft Office (advanced Excel / XLOOKUP / VLOOKUP / SUMIF / Power Pivots / Dealing with Large Data Sets / PowerPoint ), familiarity with Sage Intacct, and working knowledge of data visualization and dashboard development in Power BI
• Independent and self-motivated with a proven ability to work with minimal supervision
• Demonstrated working knowledge of accounting principles and financial statement presentation
• Ability to analyze and problem solve with a high level of intellectual curiosity that leverages a strong statistical background
• Demonstrated ability to prioritize and multi-task in a fast paced, changing environment
• Demonstrate excellent written and verbal communication skills with the ability to adapt to different audiences

• Financial Forecasting and Budgeting:

• Financial Analysis:

• Performance Monitoring:

• Reporting and Communication:

• System Expertise:

• Analytical Skills:

• Collaboration and Communication Skills:

• Mergers & Acquisition Integration:

• Triage Partners is a private equity backed telecommunications and construction firm that is looking to gain key insights using consolidated financial reports, budgets, and IRR model templates. Triage provides a solid foundation for accounting and reporting, but FP&A enhances its capabilities by providing more in-depth forecasting, budgeting, and analysis tools.
• FP&A analyst will integrate QuickBooks Online and Sage Intacct data with other software to create customized dashboards and reports.
• Popular FP&A platforms that integrate with Sage Intacct include Limelight Cloud FP&A and Budgeting Planning.

• Quality-driven - Trusted resources, providing quality services without question.
• Team-oriented - Collaborative and cohesive, demonstrating relationships matter.
• Innovative - Providing solutions and critical thinking, with an innovative approach.

• Remote flexibility
• Comprehensive benefits package, including but not limited to medical, dental, vision, and life
• Flexible Spending Account (FSA)
• Paid Sick Time
• Holiday Pay
• Paid Vacation Time
• Company Cell Phone
• Referral Program
• Career advancement opportunities
• Continuous training and personal development opportunities
• A quality Employee Recognition Program

Description Financial Planning and Analysis Director (In office) At Not Your Mother’s Haircare we celebrate our differences and create high quality, salon-inspired, clean haircare products for all generations. We’re bold, different, and always evolving. We don't follow trends; we set them. We celebrate inclusivity and diversity. That’s why we’re always listening, from behind the scenes in sunny Florida, where every product we develop starts with you. We make a path for every person to express their unique self because self-expression = self-love. We reimagine your haircare products, building in benefits you didn’t know were possible. The FP&A Director will be a critical leader in the overall Finance organization, working across all areas of the Company to provide proactive thought leadership. The role will encompass reporting as well as decision support with different functions of the Company, to ensure that there is a Finance seat at the table when decisions are made. Role Responsibilities – this is a summary of responsibilities of this role for guidance and discussion of expectations but does not include every possible/related task the role is responsible to execute during the day-to-day activities Develop, review, and publish the monthly reporting package and presentation, in collaboration with the accounting team. Manage the Quarterly Forecast and Annual Budget processes. Ownership of the in-year and long-range planning models. Proactive variance analysis to aid in decision making across the Company. Optimize current reporting, and develop new reporting, to provide insights across the organization. Be a thought partner to key functional leaders, to ensure financial analysis and rigor is applied across the Company, including: Sales Team Support – Provide analyses to the Sales team to help understand performance and forecast the business. Included is discussion & analysis of Net Sales performance, from Gross Sales through Trade spending. Additionally, provide forecast support to the VP of Sales to understand risks and opportunities across different customers and categories. Product Innovation – Produce P&Ls for individual innovation projects, for Stage Gate meetings. Work cross-functionally to understand and appropriately challenge inputs on volume, costs, etc. Help to establish long-term goals for Innovation and report against those goals. Establish and monitor Gross Margin targets per category and conduct annual benchmark reviews to ensure competitiveness. Supply Chain Finance – Provide the necessary analyses to understand the performance of the Supply Chain organization in the P&L. Included is alignment of Cost Savings goals, and validation of the savings in the P&L. This would also encompass tracking of cost avoidance, enhance inventory reporting by-location, and ensuring records are tied to the General Ledger. Leverage Artificial Intelligence (AI) and other automated processes to increase productivity, reduce waste, and expand reporting and analysis capabilities by reducing the time needed to process data. Create ad-hoc financial analyses and models, as needed. Facilitate financial literacy and discipline throughout the Company. Requirements Role Skills Financial Acumen – Deep understanding of Corporate Finance, Accounting, Budgeting, and Forecasting. Strategic Financial Leadership – Enhance Company operations through in-depth analysis of financial data and business intelligence. Align financial planning with business strategy. Advanced Data Analysis & Modeling – Able to quickly put together value-driven analyses and clearly communicate key takeaways that come from the data. Proficient in working with large sets of data, potentially utilizing financial software (including AI), and applying statistical methods to analyze financial performance. Visionary Thinking – Ability to synthesize large data sets, forecast economic variables and trends, and drive strong financial decision making. Cross - Functional Leadership & Communication – Lead processes that involve multiple functions, including inputs, analyses, and conclusions. Strong presentation skills when working with senior management. Master Complexity – Breaking down complex business issues to their component parts and building solutions to bring answers to fruition. Role Requirements Bachelor’s degree in finance, accounting, economics, or business administration is required. Minimum of 5 years of managerial experience in Finance required, preferably in FP&A. Deep knowledge of financial modeling, budgeting, and strategic planning is required. Ability to quickly synthesize data and present to executive leadership is required. Advanced degree such as MBA or master's in finance is preferred. Ownership of financial models and reporting in a Direct to Consumer (DTC) business is preferred. Experience leading cross-functional teams is preferred. #J-18808-Ljbffr

Financial Planning and Analysis Analyst_USA Financial Planning and Analysis Analyst_USA 1 day ago Be among the first 25 applicants Dice is the leading career destination for tech experts at every stage of their careers. Our client, TalentBurst, is seeking the following. Apply via Dice today! Title : Financial Planning and Analysis Sr Analyst Location: Dallas, TX or Tampa, FL Duraiton:12 Months W2 Only - No Sponsorship Required This is a procurement position intended for a person with FP&A and experience Not looking for a person tied to just FP&A activities Responsibilities Perform advanced data analysis using Excel (e.g., pivot tables, VLOOKUPs) and other tools; synthesize data into actionable insights and visuals. Support the Senior Manager of Procurement Finance in developing executive-ready PowerPoint presentations with clear storylines and impactful visualizations to inform strategic decision-making. Lead the global savings tracking process, including maintaining savings definitions, documentation, and governance standards; collaborate with Finance, Procurement, and business stakeholders to resolve issues and escalate as needed. Own and manage all savings reporting across various platforms; ensure accuracy and consistency through proactive updates and stakeholder engagement. Maintain and update the Procurement budget tracker monthly; provide reporting and analysis, answer questions from budget owners, and deliver ad hoc support as needed. Manage monthly headcount reporting, ensuring timely and accurate data updates aligned with financial reporting. Maintain and enhance the Procurement item request tracker; address user questions, update approver workflows, and troubleshoot any system issues. 2-5 years of experience Looking for someone that is a proven analyst Strong excel Strong reporting skills Tool savvy-ness PowerBI Smartsheets FP&A experience is strongly preferred Technical skill set of reporting, excel, pivots, lookups, etc Stakeholder engagement Running meetings Being involved in key decision making meetings PP experience Executive level presentations is a bonus (or exposure to it) Maintaining a budget tracker and overseeing the procurement budget Smartsheets tool that tracks budget and forecasting Refreshing tool on a monthly basis Engaging the team when there are questions Helping with various analysts FP&A activity within Procurement Managing several project budgets Hands on with leaders in group Budget management savings within team Ownership of savings smartsheet tool Maintaining documentation Classifying savings, entries within tool Adhoc Reporting Data Governance Travel tracker - maintain requests Monthly travel data and reporting #TB_EN Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Software Development Referrals increase your chances of interviewing at Jobs via Dice by 2x Financial Planning &Analysis / Pharmacy Supply Chain Reconciliation SME Senior FP&A Analyst (Operations support) Finance Reporting Senior Analyst - AVP (Hybrid) Tampa, FL $79,120.00-$18,680.00 1 day ago FINANCIAL EXAMINER/ANALYST II - 79001487 Financial Services - Consulting - Guidewire - Business Analyst - Senior Tampa, FL 101,500.00- 186,000.00 2 weeks ago Trade Finance Ops - Commercial LC Analyst Tampa, FL 61,000.00- 78,000.00 1 week ago Research Financial Compliance Auditor II Tampa, FL 120,000.00- 150,000.00 4 days ago Tampa, FL 140,000.00- 150,000.00 5 days ago Business Analyst - Banking Operations & Finance Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE Tampa, FL 70,300.00- 115,900.00 3 days ago Business Analyst - Banking Operations & Finance Tampa, FL 100,000.00- 150,000.00 1 month ago Tampa, FL 60,000.00- 110,000.00 3 days ago Raymond James Trust - Operations Business Analyst Collateral Operations Business Analyst - Hybrid Tampa, FL 56,020.00- 78,180.00 2 weeks ago Business Analyst - Labor Market Information Business Analyst - Labor Market Information Business Analyst Manager - must have P&C Insurance Business Analyst - Unemployment Insurance Tampa, FL 110,000.00- 125,000.00 1 day ago Business Analyst - Unemployment Insurance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office.

What You Will Do:

The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO).

Roles and Responsibilities:

• Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives.
• Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices.
• Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making.
• Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives.
• Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies.
• Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential.

For this role, you will need:

• Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role.
• Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders.
• Proficiency in financial modeling, forecasting, and budgeting tools and software.
• Experience in the beverage or consumer goods industry is a plus.
• Strong leadership and team management skills, with the ability to inspire and motivate a team.
• Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools.
• Willing to travel (10-20%)

Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity

5 days ago Be among the first 25 applicants

Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity

Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.

Job Title

Sr FP&A Analyst

Remote/Eastern/Central Time Zones preferred

Position Summary

This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.

This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.

Essential Functions And Job Responsibilities

• Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
• Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
• Develop reports and views of data to develop assumptions that drive our analytical models.
• Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
• Sales to Margin partner with commercial teams to drive management of sales to margin.
• Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
• Proactively drive ad hoc strategic and operational analyses or projects.
• Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
• Ensure accuracy and consistency of data views.
  
  

• B.S. Degree in Finance, MBA a plus
• 5+ years FPA experience
• Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
• Strong communication (verbal and written) and presentation skills.
• Must have strong excel skills.
• Ability to build strong cross functional relationships within an organization.
• Team player with the ability to work independently, proactively, and effectively under pressure.
• Strong financial modeling and analytical skills
• Ability to work in a dynamic environment.
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Pharmaceutical Manufacturing

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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.

Job Title:

Sr FP&A Analyst

Remote/Eastern/Central Time Zones preferred

Position Summary:

This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.

This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.

Essential Functions and Job Responsibilities:

• Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
• Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
• Develop reports and views of data to develop assumptions that drive our analytical models.
• Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
• Sales to Margin - partner with commercial teams to drive management of sales to margin.
• Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
• Proactively drive ad hoc strategic and operational analyses or projects.
• Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
• Ensure accuracy and consistency of data views.

Experience Requirements

• B.S. Degree in Finance, MBA a plus
• 5+ years FPA experience
• Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
• Strong communication (verbal and written) and presentation skills.
• Must have strong excel skills.
• Ability to build strong cross functional relationships within an organization.
• Team player with the ability to work independently, proactively, and effectively under pressure.
• Strong financial modeling and analytical skills
• Ability to work in a dynamic environment.

EPIIC Values:

All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.

Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.

Passion: We love what we do. Our energy inspires, engages, and motivates others.

Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.

Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.

Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.

About Us

Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80's as Physician Detailing Inc., or in the 00's as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.

Our people-driven, tech-enabled DNA fuels everything we do.Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision - across all business shapes, sizes + specialties.

We are on a mission to improve patient outcomes through executional excellence - enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.

Our Diversity Policy

We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.

Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office. What You Will Do: The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO). Roles and Responsibilities: Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives. Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices. Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making. Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives. Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies. Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential For this role, you will need: Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred. Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role. Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders. Proficiency in financial modeling, forecasting, and budgeting tools and software. Experience in the beverage or consumer goods industry is a plus. Strong leadership and team management skills, with the ability to inspire and motivate a team. Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools. Willing to travel (10-20%) This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida is at-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr