Financial Analyst

Intelliswift - An LTTS Company; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Intelliswift - An LTTS Company in Plano, TX seeks a Financial Analyst to gather and analyze financial information, perform budgeting, forecasting, and modeling to support executive decision-making.

The role collaborates with HR and cross-functional teams, uses SAP for invoicing and financial processes, and requires 5-7 years of accounting/finance experience with a Bachelor's degree in accounting or related field.

Qualifications

• Bachelor's degree in accounting or related financial discipline required.
• Advanced degree in a financial discipline preferred.
• 5-7 years financial and/or accounting experience required.
• Knowledge of economic and accounting principles, financial markets and reporting.
• Familiarity with federal, state and company accounting policies.

Responsibilities

• Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.
• Ensure accuracy and compliance in all financial transactions.
• Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.
• Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.
• Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

Skills

Budget Forecasting

Financial Analysis

Root Cause Analysis

Verbal Communication

Written Communication

Attention to Detail

Critical Thinking

Independent Work

Forecasting Revenues/Expenses

Economic & Accounting Principles

Education

Bachelor's degree in accounting or related financial discipline

Advanced degree preferred

Tools

SAP

Excel

PowerPoint

Word

Job description

Top Skills:

Budget Forecasting, Financial Analysis, Root Cause Analysis

Summary:

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:

Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.

Ensure accuracy and compliance in all financial transactions.

Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.

Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.

Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

Skills:

Verbal and written communication skills, attention to detail, and critical thinking.

Ability to work independently and manage ones time.

Ability to analyze business trends and project future revenues and expenses.

Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.

Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.

Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience:

Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.

5-7 years financial and/or accounting experience required.