Financial Analyst

ViziRecruiter,LLC.; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Training and support

Job summary

McKenney’s in Atlanta, GA is seeking a Financial Analyst to coordinate the budget process and produce comprehensive operating budgets by business unit. The role includes creating financial reports, analyses, and decision-support models to help management analyze trends, profitability, and capital investments.

You will partner with colleagues across the company to deliver accurate, timely insights and effective executive presentations.

Qualifications

• Finance-related bachelor’s degree required.
• 0–3 years of financial analysis and budgeting experience.
• Experience designing and formatting analyses for executive presentations.

Responsibilities

• Participate in developing the company’s annual and mid-year budgets.
• Implement, monitor, and evaluate budget policies and procedures, and make recommendations for improvements.
• Able to partner with and work effectively at all levels of the organization and within all areas of the company.
• Construct models to identify sales leads and revenue-generating opportunities.
• Support the development of targeted pricing strategy for customer segments.
• Develop analytical acumen using SQL, Tableau, Smartsheet, MS Office, and Salesforce.
• Partner and work effectively with all levels of the organization and within all departments across the company.
• Continually seek ways to improve reporting and gain operational efficiencies.

Skills

Data analysis

Budgeting

Executive presentations

Communication

Collaboration

Education

Bachelor's degree in finance or related field

Tools

SQL

Tableau

Smartsheet

MS Office

Salesforce

Job description

Introduction

McKenney’s has been going strong for more than seven decades. Our culture values people and ideas, and we work together to deliver the most innovative solutions to our customers. We help you grow in your career through training and support, and as an equal opportunity employer, we provide comprehensive benefits and give you a firm foundation for the future.

Overview

The primary responsibilities of the Financial Analyst are to help coordinate the overall company budget process to produce a comprehensive operating budget by business unit, as well as to produce financial reports, analyses, and decision support models that aid management in analyzing and interpreting trends, profit and support center performance, and the economic benefit of financial commitments and obligations incurred by the company. Additional responsibilities include reviewing market and competitor data and producing relevant analyses and decision support models that aid management in the interpretation of trends, pricing performance, and the economic benefit of investments made in building customer relationships. Candidates must have a solid understanding of financial management concepts and business performance evaluation methods, as well as an understanding of data structures and technology tools available to extract and analyze relevant data efficiently. Effective communication of analysis through executive-level presentations is essential, as are interpersonal skills, the ability to influence, and the proven ability to partner with and build productive working relationships with key personnel across the business.

Responsibilities

• Participate in the development of the company’s annual and mid-year budgets (both capital and operating budgets).
• Implement, monitor, and evaluate budget policies and procedures, and make recommendations for improvements as necessary.
• Able to partner with and work effectively at all levels of the organization and within all areas of the company.
• Construct models to identify sales leads and revenue-generating opportunities.
• Support the development of targeted pricing strategy for customer segments.
• Develop analytical acumen using a variety of tools such as SQL, Tableau, Smartsheet, MS Office, and Salesforce, while working on a variety of projects to enhance marketing efforts and pricing strategy. Distill key business insights from large data sets generated using these tools.
• Partner and work effectively with all levels of the organization and within all departments across the company.
• Continually seek out opportunities to improve reporting and gain operational efficiencies to reduce wasted effort and associated costs.

Requirements

Education and Experience:

• Bachelor’s degree in finance or related experience (accounting, industrial engineering).
• 0-3 years of financial analysis and budgeting experience.
• Experience designingand formatting analyses for executive presentations.

Knowledge, Skills, and Abilities:

• Self-starter with flexibility and willingness to balance multiple, competing priorities.
• High aptitude for learning and strong work ethic.
• Keen ability to analyze data and introduce new methods and tools for doing so.
• Able to rapidly absorb and assimilate technical information.
• Maintain a flexible attitude and work schedule to accommodate changing business conditions and management expectations.
• Able to use time productively to maximize efficiency and to meet challenging work goals.
• Demonstrate superior customer service levels and ability to build trust amongst internal customers.
• Able to demonstrate a serious commitment to accuracy and quality while meeting goals and deadlines.
• Acts with integrity and understands how to hold confidence and protect confidential information.

PREFERRED REQUIREMENTS

• Experience using Blackline account reconciliation software.

WORKING CONDITIONS AND PHYSICAL EFFORTS

• Office Environment: This position is primarily based in an office setting equipped with modern technology and communication tools.
• On-Site Visits: Occasional visits to service locations, client sites, or company facilities may be required to gain firsthand operational insights and better understand customer needs.