Senior Financial Analyst — Forecasting & Reporting

Benefits offered by this job

Job summary

Qualifications

• Bachelor’s degree in finance required.
• 3–6 years in financial analysis, accounting, budgeting, forecasting, or related experience.
• Strong analytical, mathematical, and problem-solving skills.
• Proficiency with Microsoft Excel.
• Experience with financial systems and reporting software.
• Familiarity with business intelligence and data visualization tools.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to multitask and meet deadlines.
• High level of accuracy and attention to detail.
• Self-motivated, results-oriented, and eager to learn in a team environment.

Responsibilities

• Interface with employees and clients regarding financial reports, budgets, and other financial matters.
• Assist with insurance renewal processes and risk management activities.
• Support treasury management functions, including cash reporting and banking relationships.
• Prepare and distribute monthly financial reports accurately and on schedule.
• Maintain and update financial databases, spreadsheets, and reporting tools.
• Assist in developing and analyzing financial models, forecasts, and budgets.
• Monitor property and company financial performance and identify trends, variances, and areas for improvement.
• Assist with annual budget preparation and periodic forecast updates.
• Perform financial and operational analyses to identify cost-saving opportunities and support revenue growth initiatives.
• Support month-end and year-end closing processes.
• Help improve financial reporting processes and procedures to enhance efficiency and accuracy.
• Ensure compliance with established reporting and quality standards.
• Prepare ad hoc reports, analyses, and presentations for management.
• Participate in special projects and other duties as assigned.