Financial Analyst

Overview

JOB TITLE: Financial Analyst

Description:

Finance Analyst assists Finance Managers with business operations to provide financial insight through actionable business analytics, business planning, and fact-based recommendations that will assist the company to achieve its strategic goals and priorities.

Job Responsibilities:

• Keep confidential the information of the company
  Assist in the annual budgeting process, quarterly forecasts, and long-range financial planning
• Perform variance analysis comparing actual results to budget and forecast, and communicate key drivers to management
• Help develop and maintain financial models, including scenario and sensitivity analyses
• Provide actionable insights and recommendations to support strategic and operational decisions
• Partner cross-functionally with operations, accounting, and business leaders to understand performance drivers
• Support monthly and quarterly reporting through preparation of financial and management reports
• Analyze trends in revenue, expenses, capital investments, and cash flow
• Assist in the development and maintenance of dashboards and reporting tools
• Evaluate business performance and identify areas for margin expansion or cost optimization
• Assist with ad hoc financial analysis to support key business initiatives and projects
  Help to improve and streamline financial processes, systems, and reporting frameworks
• Prepare presentations and materials for executive and stakeholder review
• Ensure data accuracy and maintain integrity of financial information

Knowledge, Skills, and Abilities:

• High moral and ethical standards
• Effectively communicate financial information and understand the activities of non-financial functions
• Proficiency in Excel and financial systems; experience with BI tools (e.g., Power BI) and SQL preferred
• Highly organized and detail oriented
• Solid understanding of financial statements, accounting principles and practices, and financial forecasting
• Strong written and verbal communication skills
• Demonstrated experience using business models, budget comparisons, and forecasting
• Ability to create and give effective presentations

Education and Certificates:

• Bachelor’s degree in accounting, finance, or related field
• 1-3 years previous accounting or finance experience preferred

Physical Requirements:

• Sedentary work, requiring regular lifting up to 10 pounds and occasional lifting up to 25 pounds
• Repetitive motion associated with operating a computer and other office equipment
• Inside, climate-controlled working conditions, seated at a desk for extended periods of time
• Occasional overnight travel to different offices and trainings and meetings
• May require working long hours occasionally during high deliverable periods