Sr Financial Analyst

Edward Rose & Sons; Bloomfield Hills (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Training & development

Paid time off

Bonus opportunities

Great work environment

Advancement opportunities

Discounted apartment homes

Job summary

Edward Rose & Sons in Bloomfield Hills seeks a Senior Financial Analyst to analyze the company’s financial performance and advise on future financial strategy. The role requires a Bachelor's in accounting or finance and at least 5 years of experience, with strong analytical and communication skills.

Proficiency in MS Office is essential, with Power BI preferred. The company offers a comprehensive benefits package and growth opportunities.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of 5 years’ experience.
• Strong understanding of systems analysis methods.
• Advanced data analytics to extract actionable insights for strategic initiatives.
• Excellent written and verbal communication skills.
• Experience with financial statements (Income Statement, Balance Sheet, Cash Flow).
• Customer service mindset and strong organizational skills.

Responsibilities

• Analyze financial data and develop decision-support models.
• Prepare reports on financial performance for leadership reviews.
• Summarize and advise on findings related to financial reporting.
• Identify trends and potential causes of financial impacts.
• Make recommendations on financial decisions for the organization.
• Mentor other Financial Analysts.
• Analyze industry trends and recommend actions.
• Guide the cost analysis process by establishing and enforcing policies and procedures.
• Aid in capital budgeting and expenditure planning.
• Develop reporting and forecasting tools for efficient data use.
• Identify and drive financial process improvements.
• Monitor operating budgets.
• Perform other related duties as requested.

Skills

Data analytics

Financial analysis

Communication skills

Attention to detail

Time management

Independent worker

Cross-functional collaboration

Education

Bachelor’s degree in accounting/finance

Tools

Microsoft Office

Microsoft Power BI

Job description

Start with a job, stay for a career.

For over 100 years, Edward Rose & Sons has been committed to career development for our team members. We offer you the opportunity to grow in an environment where you will feel valued, have room for advancement, and be rewarded for your good work.

We are currently looking for a Sr. Financial Analyst to join our team in Bloomfield Hills! The Sr. Financial Analyst will analyze the company’s financial performance and advise the company on its future financial strategy.

What are the responsibilities of the Sr. Financial Analyst?

• Analyze financial data and develop models for decision support.
• Prepare reports on financial performance for regular leadership reviews.
• Summarize and advise the organization on findings related to financial reporting.
• Identify trends and potential causes of financial impacts.
• Make recommendations on financial decisions for the organization.
• Act as a mentor to other Financial Analysts.
• Analyze industry trends and make recommendations.
• Guide the cost analysis process by establishing and enforcing policies and procedures.
• Aid in capital budgeting and expenditure planning processes.
• Develop reporting and forecasting tools for efficient use of data.
• Identify and drive financial process improvements.
• Monitor operational budgets.
• Perform other related duties as requested.

What are the role requirements?

• Bachelor’s degree in accounting, finance, or related field is required.
• A minimum of 5 years’ experience is required.
• Thorough understanding of methods of systems analysis.
• Ability to utilize advanced data analytic techniques to extract actionable insights for informed decision making on strategic initiatives.
• Attention to detail, particularly as it relates to research, and large datasets.
• Experience working with financial statements, including Income Statements, Balance Sheet, Statement of Cash Flows.
• Solution oriented, driven by a root cause analysis perspective.
• Ability to professionally communicate both verbally and in writing is required.
• Must possess exceptional customer service and communication skills.
• Possess exceptional organizational and time-management skills, including working with multiple projects simultaneously.
• Advanced Knowledge of Microsoft Office programs.
• Previous experience with Microsoft Power BI or related business intelligence software is preferred.
• Self-driven and able to work independently.
• Ability to work cooperatively and respectfully with others.
• Must have an acceptable driving record and a valid driver’s license.
• Regular attendance, work ethic and strong interpersonal skills are required for success in this position.

What's in it for you?

• Comprehensive benefits package, including 401(k) with company match
• On the job training and development
• Generous paid time off programs
• Competitive compensation plan with bonus opportunities
• Great work environment
• Opportunities for advancement
• Discounted apartment home

Grow a Career with Edward Rose & Sons!

Edward Rose & Sons is committed to career development for our team. We offer training and development through on the job, technical, sales, and leadership tracks and provide solid growth potential in all areas of our business.

Our Mission, Vision, and Values:

We are an Equal Opportunity Employer, and we affirmatively seek diversity in our workplace. We recruit qualified candidates and advance our employees without regard to race, color, religion, gender, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status or characteristic protected by federal, state or local laws.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.