Strategic Financial Analyst: Budgeting & Forecasting

recruitment page; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

AtServisFirst is seeking a Financial Analyst to provide financial results and analysis to support reporting, budgeting, planning, and forecasting aligned with company goals. The role collaborates with executives to analyze and communicate financial data and needs.

The incumbent will prepare budgets and projections, deliver financial analysis and reporting, and assist in managing the investment portfolio while ensuring compliance with regulations.

Qualifications

• Bachelor's degree required or equivalent experience.
• Solid understanding of financial statements and budgeting.
• Experience with forecasting and variance analysis.

Responsibilities

• Prepare budgets and projections with accuracy and timeliness.
• Provide financial analysis, guidance, and reporting.
• Forecast earnings, capital, and cash flow needs.
• Support business partners to meet targets.
• Prepare internal management reports and BI insights.
• Build relationships with internal and external partners.
• Assist in managing the Company's investment portfolio.
• Analyze business challenges and propose improvements.
• Ensure compliance with applicable regulations and policies.

Skills

Financial analysis

Communication

Time management

Analytical thinking

Typing

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Microsoft Excel

Microsoft Outlook

Job description

AtServisFirst is seeking a Financial Analyst to provide financial results and analysis to support reporting, budgeting, planning, and forecasting aligned with company goals. The role collaborates with executives to analyze and communicate financial data and needs.

The incumbent will prepare budgets and projections, deliver financial analysis and reporting, and assist in managing the investment portfolio while ensuring compliance with regulations.