Financial Analyst

Overview:

The Financial Analyst works within the data analytics team and plays a pivotal part in the organization’s financial planning. The Financial Analyst assists the organization in meeting its goals by providing insights to support decision making and resource allocation.

Essential Functions:

1. 90%

• Leads the preparation of budget and forecasting.
• Prepares comprehensive financial packages and clearly communicates complex financial concepts and/or analysis results in a concise and understandable manner.
• Conveys financial story with meaningful dashboards.
• Leverages systems to automate and scale current processes and reports.
• Builds regular financial reports for executives, corporate divisions, profit centers, and departments.
• Develops, maintains, and improves financial models and reports.
• Reports on key metrics and creates ad hoc queries and financial models.
• Monitors key trends / assumptions on personnel, capital expenditures, and operating expenses.
• Participates in new Financial Planning & Analysis (FP&A) initiatives, including ad hoc analysis and process improvement.
• Analyzes current and past financial data, prepares reports, financial projections, and other analysis of operation results.
• Analyzes monthly results and reporting of actual versus budget/forecast.
• Identifies variances from expected outcomes, investigates causes, and provides recommendations for corrective action.
• Administers preparation of monthly reporting packages.
• Serves as an administrator to Corporate Performance Management (CMP) software.
• Collaborates with other departments or teams to gather input.

2. Performs additional analytics, reporting, or other duties as assigned. 10%

Education and Experience:

• Bachelor’s degree in finance, accounting, or another related concentration required.
• 5 years of corporate financial planning and analysis experience or relevant experience in a financial analyst role required.
• Experience with data visualization tools such as Power BI required.
• Experience with CPM systems, such as Prophix, required.

Skills/Abilities:

• Excellent verbal and written communication skills.
• High analytical acumen and financial modeling skills.
• Advanced modeling skills including P&L, Balance sheet, and Cash Flow Statement.
• Intermediate SQL database knowledge.
• Proficient with Microsoft Office Suite, or other related software.
• Solid understanding of accounting principles and financial concepts.
• Exceptional attention to detail.
• Able to set and meet project deadlines.

Work Environment:

• Office environment.

Physical Demands:

• Prolonged periods of sitting at a desk and working on a computer.
• Manual dexterity associated with computer data entry required.