Financial Analyst - Forecasting, Budgeting & Insight Dashboards

Jobtailor; Altoona (PA); On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor seeks a finance professional to develop, prepare, and maintain financial reports, dashboards, forecasts, budgets, and analytical models. You will analyze financial, operational, and statistical data to identify trends, variances, risks, and opportunities, and provide explanations and recommendations.

You will support annual budgeting, forecasting, and long-range planning, monitor budget performance, and collaborate with operational leaders to deliver decision-support analysis.

Qualifications

• Bachelor's degree in Accounting, Finance, or closely related field.
• Minimum of two (2) years of finance experience.
• Advanced proficiency in Microsoft Excel.
• Experience with ERP, financial planning, and business intelligence systems such as Workday Adaptive Planning, NetSuite, PowerBI, or similar platforms.
• Strong financial analysis, budgeting, forecasting, and variance analysis skills.
• Excellent analytical, problem-solving, and critical-thinking abilities.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to interpret complex financial information and present recommendations clearly and meaningfully.
• Ability to build collaborative relationships across departments and effectively manage multiple priorities.
• Ability to work independently while meeting deadlines in a fast-paced environment.
• Completion of all required trainings as designated by the company and accreditation/licensing entities.

Responsibilities

• Develop, prepare, and maintain financial reports, dashboards, forecasts, budgets, and analytical models.
• Analyze financial, operational, and statistical data to identify trends, variances, risks, and opportunities.
• Investigate financial results and prepare timely variance analyses with explanations and recommendations.
• Support annual budgeting, financial forecasting, and long-range financial planning.
• Monitor budget performance and provide ongoing financial reporting and trend analysis.
• Collaborate with operational leaders to gather financial information, answer questions, and provide decision-support analysis.
• Develop and improve financial reporting processes, dashboards, and business intelligence tools.
• Participate in cross-functional projects, process improvement initiatives, financial modeling, and ad hoc reporting.
• Exercise discretion and maintain confidentiality of company information.
• Complete required trainings and perform other duties as assigned.
• No supervisory responsibilities

Skills

Analytical skills

Problem-solving

Attention to detail

Communication skills

Organizational skills

Independent work

Deadline-driven

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

Microsoft Excel

Workday Adaptive Planning

NetSuite

PowerBI

Job description

Jobtailor seeks a finance professional to develop, prepare, and maintain financial reports, dashboards, forecasts, budgets, and analytical models. You will analyze financial, operational, and statistical data to identify trends, variances, risks, and opportunities, and provide explanations and recommendations.

You will support annual budgeting, forecasting, and long-range planning, monitor budget performance, and collaborate with operational leaders to deliver decision-support analysis.