Financial Analyst – Forecasting & Strategic Insights

Phoenix Global; Burns Harbor (IN); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Vision insurance

Dental insurance

Paid time off

Job summary

Phoenix Global is seeking a Financial Analyst to support the AVP of Finance for the Northern and Southern Regions. The role is based in Portage, IN, with travel to Burns Harbor and other facilities as needed.

The Financial Analyst will assist with monthly forecasts, financial reports, and ad hoc analysis to drive business performance. Ideal candidates have a Bachelor's degree in Finance or related fields, strong Excel and financial modeling skills, and experience with Oracle or OneStream.

Qualifications

• Bachelor's degree required in Finance, Financial Systems, Mathematics or Engineering.
• MBA or related finance degree preferred.
• Advanced Excel skills required; demonstrated financial modeling experience.
• Experience with Oracle and/or OneStream preferred.

Responsibilities

• Assist in developing and optimizing forecasting and reporting models.
• Prepare and standardize reports and projections.
• Identify trends, risks and opportunities, and provide improvement recommendations.
• Conduct quantitative analyses for budgeting, forecasting, and company objectives.
• Analyze financial metrics to identify variances and inform decisions.
• Develop finance and business presentations.
• Design reports in Oracle and OneStream; streamline data exchange between systems.

Skills

Analytical skills

Communication

Attention to detail

Time management

Problem solving

Excel proficiency

Financial modeling

Multi-tasking

Education

Bachelor's degree in Finance/Financial Systems/Mathematics/Engineering

MBA or related finance graduate degree (preferred)

Tools

Oracle

OneStream

Job description

Phoenix Global is seeking a Financial Analyst to support the AVP of Finance for the Northern and Southern Regions. The role is based in Portage, IN, with travel to Burns Harbor and other facilities as needed.

The Financial Analyst will assist with monthly forecasts, financial reports, and ad hoc analysis to drive business performance. Ideal candidates have a Bachelor's degree in Finance or related fields, strong Excel and financial modeling skills, and experience with Oracle or OneStream.