CompanyCareers
Location: San Antonio, TX
Department: Accounting & Finance
Reports to: Robert Gates
XPEL, Inc. (Nasdaq: XPEL), a publicly traded global network of dealers and installers offering the highest quality film products available, is currently seeking a Senior Budget and Forecast Analyst for its San Antonio, TX headquarters.
Summary:
The XPEL Finance team seeks a Financial Analyst/ Sr. Financial Analyst to lead assigned business units through the annual budget, 2nd half forecast, rolling 24-month forecasts, headcount planning, and monthly financial reviews. As the primary financial liaison to a global business unit, this position will be coordinating cross-functionally to communicate timelines & expectations, establish regional budgets, maintain full year forecast, and monthly variance/trend analysis for leadership. Additional overhead corporate cost centers responsibilities will be assigned as the position develops over time.
Primary Functions:
o Budgeting & Forecasting: Serve as a financial liaison over a global region, working directly with regional directors & sales team to create full P&L budgets & forecast modules. Using driver-based budgeting models to ensure regional targets are in sync with corporate strategy.
- Track, analyze, and report on budget to actual variances.
- Prepare monthly analysis of changes in forecast period-over-period and back testing the forecast model.
- Provide management with timely, accurate, and insightful financial analysis to monitor financial results and enable strategic decision-making.
o Sales Reporting: Compile and consolidate sales reports across territories, ensuring data integrity and facilitating review to understand problems and address them proactively.
o Commissions: Prepare commission calculations & payouts based on plan design, reviewed/approval by Sales Operations Manager & Sr. Director of FP&A.
o Process Improvement: Evaluate third-party data and best practices to drive automation, efficiency, accuracy, and other improvements.
o Operational Improvement: Identify and implement improvements in current workflows to improve efficiency and visibility. Work problems from beginning to end.
Secondary Functions:
- Build strong relationships across departments within the company promoting open communication.
- Strong communication and presentation skills.
- Become a trusted partner to regional leaders & sales team to influence strategic decisions.
- Requires strong work ethic and a keen ability to set and meet project deadlines.
- Broad experience with other software and financial systems is desired, such as NetSuite, Adaptive Insights and PowerBI. Prior experience ERP’s and budgeting software is expected.
Education and Experience:
- Bachelor’s Degree required in Finance or Accounting (master’s degree, certificate a plus)
- Ten (10) or more years of experience in a combination of accounting or finance roles, with a focus on reporting, planning and analysis with increasing levels of responsibility.
- Five (5) or more years of experience in end-to-end budgeting and forecasting
- Advanced financial modeling skills (including P&L, Balance Sheet, and Cash Flow Statement); strong Excel experience required.
- Solid understanding of accounting principles and financial concepts
Working Conditions:
Primarily an office environment indoors with frequent sitting for extended periods of time. Occasional lifting of up to 20 lbs., stooping, reaching, and bending.
XPEL, Inc. is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity