Our client is seeking a Financial Analyst to support financial planning, forecasting, reporting, business analysis, and operational finance activities. This position will analyze financial and operational data, develop meaningful insights, and support business leaders in making informed decisions.
The ideal candidate will have a strong analytical mindset, excellent Excel skills, and a solid understanding of accounting and financial principles. This role will work cross-functionally with various departments and provide support for recurring reporting, financial modeling, process improvement, and special projects.
Key Responsibilities
- Support budgeting, forecasting, and financial planning processes.
- Prepare recurring financial and operational reporting for management.
- Analyze revenue, expenses, costs, and other key business performance metrics.
- Develop and maintain financial models to support business planning and decision-making.
- Identify trends and variances in financial and operational data and communicate key findings to stakeholders.
- Partner with cross-functional teams to develop reporting tools, business models, and performance metrics.
- Support monthly financial reporting and analysis processes.
- Assist with general accounting activities, including account reconciliations and other financial processes as needed.
- Assist with the development and maintenance of financial and operational controls.
- Identify opportunities to improve financial processes, reporting, and the use of technology.
- Support special projects, ad hoc analysis, and other strategic initiatives as needed.
- Collaborate with internal stakeholders across various departments to support organizational goals.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 2 - 5+ years of experience in financial analysis, FP&A, accounting, or a related discipline.
- Strong analytical and problem-solving skills.
- Advanced Excel skills and the ability to analyze and present financial data.
- Experience with financial reporting, forecasting, budgeting, and financial modeling.
- Strong understanding of accounting and financial principles.
- Experience working with ERP systems, financial software, and other business technology platforms.
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Ability to work effectively with cross-functional teams and stakeholders at various levels of an organization.
Preferred Qualifications
- Experience with revenue and expense analysis.
- Experience developing dashboards, KPIs, or management reporting.
- Experience with data analysis, data mining, or business intelligence tools.
- Experience with process improvement or financial systems implementation.
- Experience with project management or quantitative analysis.