Financial & Strategic Analyst

New U Life - Lehi, UT

Full-time - Mid Level

Lehi, UT

Food and Beverage Retailers

About the position

As a Financial & Strategic Analyst at New U Life, you will play a crucial role in steering the company's strategic direction through in-depth financial and sales analysis. This position demands a keen understanding of financial forecasting, budgeting, and strategic decision-making to support senior management. You will be tasked with blending technical skills and strategic thinking to generate insights that influence business decisions and drive revenue growth.

Responsibilities

• Utilize advanced data analytics to identify trends, forecast financial outcomes, and provide actionable strategic insights.
• Develop financial models and simulations to support decision-making on new projects, product strategies, and capital investments.
• Analyze sales and financial data to identify patterns, assess performance metrics, and optimize resource allocation.
• Provide regular updates on the company's financial status, highlighting opportunities for improvement and risk mitigation strategies.
• Conduct detailed financial analysis to support strategic initiatives and decision-making, including pricing, discount analysis, and promotional models.
• Prepare and analyze financial reports on a monthly, quarterly, and annual basis, ensuring accuracy and timeliness in reporting.
• Assist in the development and monitoring of annual budgets and forecasts, providing variance analysis and explanations for budget versus actual results.
• Extract and transform data into actionable insights, focusing on sales forecasts, COGS, operating expenses, and market trends.
• Collaborate with cross-functional teams to gather financial data and improve the sales and financial processes across the company.
• Prepare detailed reports and presentations for executive leadership that include strategic recommendations based on robust data analysis.

Requirements

• Bachelor's or Master's degree in finance, economics, business analytics, or another quantitative field.
• A minimum of 3 years of experience in financial planning and analysis, business intelligence or a data-driven strategic role, preferably within the Direct Sales industry (MLM).
• Expert proficiency in Microsoft Excel and strong proficiency with analytical tools and software (e.g., SQL, Python, Tableau, or DOMO).
• Strong analytical skills and attention to detail with the ability to perform complex financial modeling and data analysis.
• Excellent communication skills and ability to effectively present information and influence decision-making.
• Proactive, detail-oriented, and capable of leading projects independently as well as part of a team.

Nice-to-haves

• Experience in the Direct Sales industry (MLM).

Benefits

• Dental insurance
• Paid holidays
• Retirement plan
• Unlimited paid time off
• Vision insurance