Senior Financial Analyst

Keelson Management, LLC; Scottsdale (AZ); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

Keelson Management, LLC is seeking an FP&A Analyst to support data collection, model building, budgeting, forecasting and ad-hoc analysis. Based in Scottsdale, you will partner with finance and IT to develop scalable FP&A processes.

You will build Power BI dashboards, consolidate reports for senior leadership, and help automate data flows across five entities, ensuring accuracy and timely insights.

Qualifikationen

• Experience with data integrity and connecting data across multiple platforms (SQL, Excel, Power BI).
• Strong financial analysis, forecasting and KPI reporting skills.
• Ability to synthesize data into actionable information and provide business insight.
• Familiarity with IFRS and internal control principles is a plus.

Aufgaben

• Assist in building a comprehensive FP&A function with advanced financial models.
• Prepare consolidated management reports and KPI dashboards for senior leadership.
• Provide financial analysis and valuation support for strategic initiatives and capex projects.
• Assist with model-building for forecasts and budgets.
• Lead efforts to consolidate, automate, and maintain FP&A data flows.
• Build interactive Power BI dashboards for senior leadership and stakeholders.
• Streamline manual data entry and reporting processes.
• Collaborate with IT, business units, and finance to ensure data integrity and automation.
• Maintain documentation of data workflows, BI models, and dashboard logic.
• Standardize data processing for five entities.

Kenntnisse

SQL

Power BI

Excel

Data integrity

Forecasting

KPI reporting

Dashboards

Financial analysis

Communication

Cross-functional collaboration

Project management

IFRS knowledge

Tools

SQL

Power BI

Excel

Jobbeschreibung

Reporting to the Director, FP&A - assists with data collection and model building for management reporting, annual budgeting, forecasting and ad-hoc analysis.

ESSENTIAL FUNCTIONS

• Assist in building out a financial planning and analysis function that has a comprehensive understanding of all key business drivers and sophisticated financial models.
• Assist the preparation of consolidated management reports for Senior Leadership, including monthly/quarterly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget and last year variances, and comprehensive executive level explanations of differences.
• Provide financial analysis and valuation support for strategic initiatives, long-term contracts, capex investment and other ad-hoc financial projects.
• Assist with model building for accurate and timely Forecasts and Budgets
• Lead efforts to consolidate, automate, and maintain FP&A-related data flows.
• Build interactive dashboards and reports in Power BI to inform senior leadership and stakeholders.
• Streamline and eliminate redundant manual data entry and reporting processes.
• Collaborate cross-functionally with IT, business units, and finance to ensure data integrity and automation.
• Maintain documentation of data workflows, BI models, and dashboard logic.
• Standardize data processing and collection for 5 entities

KNOWLEDGE SKILLS AND ABILITIES

• 3-5+ years’ combined operational, corporate and financial systems management experience
• Experience with data integrity and connecting data across multiple platforms (SQL, Excel, Power BI)
• Technical skillset with the ability to connect and align financial strategy to the broader business strategy and provide value-added input to business strategy and key business decisions.
• Excellent communication skills and a team-oriented approach across different geographies.
• Ability to manage and prioritize multiple projects at one time and successfully navigate ambiguity.
• Strong business planning, quantitative analysis, and decision-making skills.
• Demonstrated ability to synthesize data from different sources into actionable information.
• Comprehensive understanding of financial analysis methods and techniques as well as knowledge of IFRS, internal control principles, closing/reporting processes.
• Shipping or logistics knowledge, preferred.
• Technical background – power BI, MS suite, SQL, high attention to detail, model-building