Financial Analyst

Axis Defense Group; Clementon (NJ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Clementon, New Jersey, is looking for a Financial Analyst. The successful candidate will analyze financial data, prepare reports, assist with budgeting, and develop financial forecasts. Requirements include a Bachelor's degree in Accountancy or Finance, CPA certification or equivalent experience, and strong skills in Microsoft Excel. This role offers a challenging opportunity to work closely with management in making critical financial decisions.

Qualifications

• Bachelor's degree in Accountancy and/or Finance is required.
• CPA certification or 3 years in a similar position.
• Proficient in analyzing large datasets.

Responsibilities

• Analyze financial data and prepare insightful reports.
• Work with management to develop budget and financial plans.
• Build financial forecast model based on past performance.

Skills

Data analysis

Budgeting

Financial forecasting

Microsoft Excel

Accounting principles

Presentation skills

Organizational skills

Education

Bachelor's degree in Accountancy and/or Finance

CPA certification or equivalent experience

Tools

Microsoft Office

Job description

Overview

Job role: To a lot of people, finance is just entering a bunch of numbers into a spreadsheet and working with payroll. But, not you. You know the real secret, the real power that a financial analyst holds. You are a mover and shaker, plowing through data and investigating a business’s revenue, credit, overhead and expenses. You work closely with management to make critical decisions about expense management and financial movements. If that sounds like something you’d be good at, check out the requirements and send us your application.

Responsibilities

• Analyze financial data and prepare reports with insights, trends and recommended actions for management
• Work with management to develop annual budget, five year plan and capital plan
• Build a financial forecast model based on analysis of past performance data
• Track data to determine actual performance versus forecast data
• Root cause analysis of core issues using data
• Assist employees with financial questions and analysis
• Analyze processes and implement improvements
• Review accounting transactions for accuracy
• Keeps oneself up to date with the rest of the field by attending workshops and following publications

Requirements

• Bachelor\'s degree in Accountancy and/or Finance
• CPA certification or 3 years of experience working in a similar position
• Sound knowledge of fundamental accounting principles, laws and regulations
• Experience managing and analyzing large sets of data
• Proficient in the use of Microsoft Office applications, especially Excel
• Experience with forecasting, budgeting, data analysis and interpretation
• Basic understanding of ERP
• Excellent written, verbal and presentation skills
• Strong organizational skills