Financial Analyst

Financial Analyst with an employee-owned privately-held company.
 

Summary

The Financial Analyst will play a key role in the FP&A, budgeting, and forecasting functions of the company while partnering with executive management and operations on strategic initiatives. 

Responsibilities

• Assist in business/financial analysis and reporting, operational metrics tracking, collecting data, and preparing financial performance reports for regular leadership reviews.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
• Provide financial management support to the HR team as well as technical leadership.
• Perform quantitative analysis of operational and financial data.
• Assist in building budgets and forecasts of future company performance.
• Use data mining to extract information from data sets and identify correlations and patterns.
• Use tools and techniques to visualize data in easy-to-understand formats, such as diagrams and graphs.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• MBA a plus.
• 1 to 3 years of experience in Finance, including developing financial budgets and forecasts.
• Strong financial / business modeling, analytical skills, and attention to detail.
• Proficiency in big data analysis, PowerBI, MS Access, Excel, PowerPoint, accounting software (3E), financial modeling, SQL, and analysis applications a plus.
• Strong critical thinking and problem-solving skills.
• Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.

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