Financial Analyst

recruitment page; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

AtServisFirst is seeking a Financial Analyst to provide financial results and analysis to support reporting, budgeting, planning, and forecasting aligned with company goals. The role collaborates with executives to analyze and communicate financial data and needs.

The incumbent will prepare budgets and projections, deliver financial analysis and reporting, and assist in managing the investment portfolio while ensuring compliance with regulations.

Qualifications

• Bachelor's degree required or equivalent experience.
• Solid understanding of financial statements and budgeting.
• Experience with forecasting and variance analysis.

Responsibilities

• Prepare budgets and projections with accuracy and timeliness.
• Provide financial analysis, guidance, and reporting.
• Forecast earnings, capital, and cash flow needs.
• Support business partners to meet targets.
• Prepare internal management reports and BI insights.
• Build relationships with internal and external partners.
• Assist in managing the Company's investment portfolio.
• Analyze business challenges and propose improvements.
• Ensure compliance with applicable regulations and policies.

Skills

Financial analysis

Communication

Time management

Analytical thinking

Typing

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Microsoft Excel

Microsoft Outlook

Job description

AtServisFirst,OurNameisOurMission.

DUTIES AND RESPONSIBILITIES

The Financial Analyst position is responsible for providing financial results and analysis to support reporting, budgeting, planning, and forecast that meet Company goals and objectives. Works with all levels of employees, including Executive leadership in the Company to analyze, research, prepare, and communicate financial and operating information. The position requires detailed financial analysis, accuracy, initiative, and effective communication skills.

Theincumbentwill:

• Prepare accurate and timely budget and projections
• Financial analysis, guidance, and reporting
• Accurate projection of earnings, capital, and cash flow requirements
• Support business partners ensuring all targets are met
• Prepare analysis and reports for internal management and business units
• Build strong working relationships with internal and external partners to respond to their needs
• Assist in the managing of the Company’s investment portfolio
• Analyze business challenges and opportunities, oftentimes through special projects, and provide solutions to achieve financial targets and improve financial or operational performance
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note:Reasonableaccommodationmaybemadetoenableotherwisequalifiedassociates/applicantswithdisabilitiesto perform the essential functions of the job.

Note:Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, or a related field
• Knowledge of financial and accounting principles and procedures
• Firm grasp of key financial concepts including net income and cash flow analysis
• Ability to stay organized and use effective time management skills as demonstrated in previous experience managing multiple tasks within assigned deadlines
• Excellent written and oral communication skills
• Working knowledge of Microsoft Excel and Outlook
• Ability to accurately type using a keyboard
• Effective strong analytical, strategic thinking, and decision-making skills

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

Thephysicalrequirementsandenvironmentalconditionsofthispositionconsistprimarilyof:

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA