The financial analyst position is imperative for financial planning and analysis for our financial client. Responsibilities include analyzing financial statements and current operating performance, forecasting future operating performance, and reporting essential business functions.
Knowledge and Skills
Data collection, organization, and model fluency.
Meet with management to confirm their analysis needs and goals.
Work cross-functionally to deliver analyses and ensure report accuracy.
Identify operational and financial trends to inform the correct action.
Innovate reports on financial and operational occurrences for management.
Perform budget/forecasting activities.
Perform essential KPI calculations.
Perform historical trend analyses.
Precise reporting on various service practices.
Customer relationship analysis.
Analyze industry trends relative to company,
Develop unique, prescriptive financial and operational models.
Problem Solving/Analysis
Identify and analyze financial trends, deviations, and anomalies.
Develop solutions to unique challenges.
Provide actionable recommendations.
Evaluate the financial impact of business decisions.
Business Impact and Scope
Provides critical insights to support strategic decision-making.
Contributes to the budgeting, forecasting, and financial planning processes.
Assesses and communicates the financial implications of business initiatives.
Collaborates with management and peers to optimize financial performance.
Communication and Collaboration
Effectively communicate complex financial information to stakeholders.
Collaborate with cross-functional teams to gather full-firm context and relevant information.
Present financial findings and recommendations to leadership and stakeholders.
Foster strong relationships with key business partners.
Influence Responsibility/Level of Interaction
Guide decision-making through data-driven insights.
Collaborate with various departments to align financial goals.
Inform resource allocation and investment decisions.
Drive financial practices and process improvements.
Supervisory Responsibility and Autonomy
No Supervisory Responsibility.
Work independently on financial analysis projects.
Collaborate with team members and management to align goals.
Exercise judgment in interpreting financial data.
Contribute to the development and improvement of financial processes.
REQUIRED SKILLS & ESSENTIAL QUALITIES
Technical Skills
Confidence in writing and presenting clear and actionable data summary reports.
Proficient in analytics
Mathematical and statistical skills.
Strong computer literacy and advanced knowledge of Microsoft Office Suite, Excel, and other data analysis programs.
Soft Skills
High attention to detail and accuracy.
Can communicate clearly and effectively both in speaking and in writing.
Exceptional critical thinking skills.
Works well independently and can equally excel as a collaborator within a team.
Problem Solving.
Willingness to learn.
Candidate should strive for precision and accuracy in all their work.
Minimum Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
Proven experience as a Financial Analyst or in a similar role.
Solid understanding of financial statements, budgets, forecasts, and reporting.
Intermediate proficiency in Microsoft Excel (PivotTables, Nested Formulas, Graphics Formatting)
Preferred Qualifications
Master's degree in Finance, Accounting, or related field.
Professional certifications.
Experience in a similar industry.
Advanced skills in financial modeling and analysis.