Job Description
POSITION SUMMARY: The Financial Analyst will be responsible for advanced financial planning, analysis and projections for the company. He/she will analyze historical financial performance, project future financial performance, and support business decision making with ad-hoc analysis. Additionally, they may lead teams in accomplishing project goals that support the financial success of the company.
ESSENTIAL JOB FUNCTIONS:
Develops, supports, and maintains analysis tools for use in business applications
Advise leadership of the company on financial analysis results
Identify trends, risks, and opportunities
Analyze financial statements
Develops organizational processes and process improvements
Compares and analyzes actual results with plans and forecasts
Creates financial analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques and recommending actions
Reconciles and audits accounts as assigned
Provides financial modeling, financial analysis, and valuation support for business projects
Creates monthly financial analysis reports for review by business leadership
Generate ad-hoc reporting on operational or financial performance
Perform other duties as required
EXPERIENCE REQUIREMENTS:
3-5 years’ experience in the Finance and Accounting Industry preferred
EDUCATIONAL REQUIREMENTS:
Bachelor’s degree in Accounting, Finance, Statistics, Economics, Business Administration, or related field
SKILL/ KNOWLEDGE REQUIREMENTS:
Expertise with Microsoft Excel
Expertise with Microsoft Access
Knowledge with Tableau Business Intelligence Software or Power BI
Ability to multi-task and meet constant deadlines
Able to adapt to changes in process and procedure
Ability to influence and persuade
Time Management
Great presentation skills
Confidentiality
Ability to problem solve
Strategic Thinking
Quality Control
Must be a self- starter
Must comply with all operational directives and company policies
WORK ENVIRONMENT:
Professional office environment; occasionally employee will be required to visit field operations for analysis purposes.
PHYSICAL REQUIREMENTS:
Positions in this class typically require: climbing, balancing, stooping, kneeling, crouching, crawling, reaching, standing, walking, pushing, pulling, lifting, typing, grasping, feeling, talking, hearing, seeing and repetitive motions.
Regularly
Frequently
Occasionally
Sitting
X
Standing
X
Walking
X
Climbing/ Balance
X
Reaching-With arms/hands
X
Stooping/ kneeling/ crouching/ crawling
X
Talking
X
Hearing
X
Feeling/ Touching
X
Vision- Close/ Peripheral/ Depth/ Ability to Adjust Focus
X
Full-time