Financial Analyst
Watsco Inc. is a member of the Fortune 500, and the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry. We sell over 1.2M HVAC/R units every year through our 673 locations where more than 6,900 team members bring essential, sustainable comfort to families and businesses across the Americas.
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At Watsco, we recognize our responsibility to help drive the transition to a lower carbon future. Thatās why we are committed to providing high efficiency, low carbon HVAC equipment and energy-saving parts and supplies to households and businesses across the Americas. Since January 2020, Watscoās sales of high efficiency equipment has reduced future CO2e emissions by over 14.7 M MT.
Learn more about our impact and how you can become part of this transformation atĀ www.watsco.com/environment
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We are actively looking to add a financial analyst to work with our Supplier Management team. Ā
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Key Responsibilities:
- Ensure data integrity and accuracy by regularly conducting reviews, audits and validation of supplier financial data within Watsco systems.
- Collaborate with IT to enhance and optimize the use of Watsco applications in managing supplier data and financial processes.
- Support the integration of supplier management data with other Watsco systems, such as ERP platforms, to streamline Watsco operations.
- Assist with the forecasting process by providing financial data analyses and insights derived from Watsco applications.
- Participate in cross-functional projects that require the use of all Watsco software tools to improve supplier collaboration, performance tracking, and cost and ROI management.
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Other Responsibilities:
- Software toolsĀ ā Use Salesforce, Enable, PriceFX, MicroStrategy, and Excel to collect, analyze, and manage supplier and financial data. Excel skills include creating pivot tables, VLOOKUPs, macros, and complex formulas.
- KPIsĀ - Create and maintain KPIs for tracking supplier rebates, ensuring accurate accruals, and forecasting financial outcomes.
- Data analysisĀ - Use BI, Enable, and similar tools for data visualization to create dashboards and reports that provide insights into supplier financial performance and rebate management.
- Document managementĀ ā Create solutions for document management and collaboration across procurement, finance, and accounting departments.
- ReportingĀ - Prepare financial analyses and reports using Microsoft Office tools, ensuring clear communication of rebate status and financial impact to stakeholders.
- Business process developmentĀ - Develop and document processes using Enable & Salesforce for standardizing rebate accounting procedures.
- Drive collaborationĀ - Train procurement and accounting staff on BI, Enable & Salesforce applications related to rebate management and financial analysis.