Financial Planning & Analyst

Job Summary The Financial Planning & Analyst supports the finance and sales teams in driving data-informed decisions through accurate pricing, profitability analysis, and financial reporting. This role is ideal for an analytical and detail-oriented individual eager to grow in corporate finance. The analyst will play a key role in evaluating product margins, tracking financial performance, and contributing to cross-functional business reviews. This is a hands-on position with exposure to forecasting, cost modeling, and routine accounting activities in a collaborative, fast-paced environment Duties Pricing & Profitability Analysis Support product pricing analysis and margin evaluation. Work closely with sales and finance teams to analyze cost structures and profitability by product, customer, or region. Help build and maintain pricing models for new or existing products Financial Reporting & Forecasting Support Assist in preparing regular financial reports (monthly/quarterly/yearly), including revenue, gross margin, and variance analysis. Participate in financial forecasting and budgeting processes. Help monitor actual performance vs. budget and provide basic variance explanations. Sales Data Analysis & Business Support Track and analyze sales data across different channels or product lines. Prepare dashboards and sales performance reports for leadership and sales teams. Assist in data preparation and insights for business reviews or customer meetings. Cross-Functional Collaboration Work with finance, sales, operations, and supply chain to collect relevant data and ensure consistency in reporting. Provide analytical support for business decisions (e.g., customer pricing approval, cost analysis). Ad Hoc Analysis & Tools Development Conduct ad hoc analysis based on business needs (e.g., pricing scenario simulation, cost impact evaluation). Assist in improving internal Excel tools or templates to streamline recurring reporting tasks Requirements Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field 1-2 years of relevant experience in financial analysis, pricing, or business support Strong Excel skills (pivot tables, formulas, charts); experience with Power BI or similar tools is a plus Basic understanding of cost/profit structures and financial statements Strong attention to detail, logical thinking, and communication skills Skills Financial analysis and reporting Pricing and profitability modeling Forecasting and budgeting Advanced Excel (VLOOKUP, PivotTables, Charts) Power BI or similar BI tools (preferred) Data visualization and dashboard preparation Cross-functional collaboration Cost and margin analysis Variance analysis Strong analytical and problem-solving skills Effective written and verbal communication Ability to organize and prioritize tasks effectively Demonstrated initiative and self-motivation Capable of working independently with minimal supervision Job Type: Full-time Pay: $70,000.00 - $86,783.88 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Application Question(s): Do you need an H1B sponsorship? Language: Mandarin (Preferred) Work Location: In person

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