Financial Analyst

Job Summary

This job performs financial and business related research and analysis such as the preparation of forecasts and analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

Essential Responsibilities

• Display effective communication skills.
• Coordinate with other departments, locations and divisions.
• Communicate with other departments and/or outside agencies to resolve problems.
• Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advise management of expected outcomes, and recommend ways to improve the outcomes.
• Conduct presentation to all levels of management to provide a summary of analysis regarding financial results and trends.
• Perform financial and business related analysis.
• Analyze, evaluate and interpret appropriate financial and statistical data.
• Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
• Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
• Analyze financial reports and records.
• Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets and expenditures.
• Independently pursue fundamental problem solving and document the recommendations to management.
• Facilitate analysis and reporting.
• Utilize computer to input, retrieve or display accounting information.
• Develop and maintain spreadsheets and databases.
• Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.
• Serve as a project lead for special projects within the department.
• Lead and document financial analysis projects including the preparation of ad‑hoc reports; to include but not limited to gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
• Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within established time frames.
• Make recommendations based on findings when necessary.
• Other duties as assigned or requested.

Qualifications

Minimum

• Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of a bachelor’s degree.
• 7 – 10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity.
• Experience with various computer applications to include MS Excel and/or MS Access.

Preferred

• None

Skills

• Strong written and oral communication skills.
• Strong relationship building skills.
• Client focused with strong business acumen.
• Self‑starter with the ability to work under pressure independently and as part of a team.
• Ability to think strategically and act proactively to create strong trust and confidence with business units.
• Strong innovative problem‑solving capabilities.

Travel Requirement

• 0% – 25%

Physical, Mental Demands and Working Conditions

• Office‑based.
• Teaches/trains others regularly – Occasionally.
• Travel regularly from the office to various work sites or from site‑to‑site – Rarely.
• Works primarily out‑of‑the office selling products/services (sales employees) – Never.
• Physical work site required – Yes.
• Lifting: up to 10 pounds – Constantly.
• Lifting: 10 to 25 pounds – Occasionally.
• Lifting: 25 to 50 pounds – Rarely.

Position Type

• Office‑based.