Financial Analyst at Acumen Fiscal Agent in Arizona City, Arizona

Job Description:

The Financial Analyst is responsible for impactful items including budgeting, forecasting, reporting, and analysis.

Responsibilities

• Owning the annual budget process
• Prepare various ad-hoc reports and analysis for senior management
• Prepare monthly Power BI reporting packages for senior and executive management
• Lead and model new business pricing templates with various stakeholders
• Execute value-added analysis. Develop and provide recommendations to management on profit optimization
• Lead in budgeting and forecasting processes
• Help drive key insights and analytics
• Identify positive and negative operations trends and their effects on financial performance.
• Answer WHY things are happening
• Participation in RFP's, special projects, ad hoc research and analysis as needed
• Support compliance and improve processes and internal controls in areas of responsibility
• Support annual financial audit
• Other finance/accounting projects as needed
• ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly

Minimum Qualifications

• Bachelor's degree in finance/accounting or related field
• 3-5 years' experience in a similar role
• Very strong analytical and problem-solving skills
• Advanced Excel skills (e.g. XLOOKUP, pivot tables, INDEX MATCH, GETPIVOTDATA, SUMIFS)
• Advanced knowledge of Power BI and the Microsoft Power Platform
• Excellent client service skills and professional demeanor
• High degree of organization and attention to detail
• Strong oral and written communication skills, particularly the ability to communicate to a wide range of audiences
• Ability to maintain confidentiality and exercise discretion
• Working knowledge of an ERP system productivity software such as Microsoft Office (Word, Excel, PowerPoint, and Outlook)

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