Analyst, Financial

Description

Position Summary:

Reporting to the Vice President of Finance, the Financial Analyst will be a key partner spearheading our financial forecasts, annual budgeting process, operating plan variance analysis and special projects. This function acts as the analytical engine of the company to provide insights and support business decision making.  

Essential Duties and Responsibilities:

Develops and tracks key metrics including assessing revenue achievement against full year and monthly targets

Develop and maintain financial models in support of the preparation, review and submission of quarterly re-forecast and annual budget

Perform on-going reporting and analytical projects as well as on an ad-hoc basis as requested by management

Consult with, interpret for, and explain results to senior leaders

Analyze operational & financial results and make suggestions for improvement

Work closely with operations and sales management

Prepare short term financial forecasts

Develop annual business plan and budgets

Create weekly/monthly KPIs for distribution to team

Review data provided by team and ask questions regarding accuracy, discrepancies, variances to target 

Work with KPI owners to maintain relevance in metrics; identify areas for reporting

Support pricing improvement initiatives including customer profitability analysis.

Develops and maintains financial information systems 

Knowledge, Skills and Abilities:

Strong data analysis and research skills, especially with financial planning concepts 

Ability to do both formalized, repeatable analysis and investigatory analysis 

Detail-oriented and comfortable in a dynamic, multi-tasking environment and works well and accurately under pressure 

Demonstrated organizational, time management and communication skills, both written and oral 

Ability to convey a technical message or concept articulately and concisely 

Proven interpersonal and relationship building skills 

Excellent verbal and written communication skills with the ability to quickly tie analysis to business drivers 

Ability to communicate effectively with all levels within the organization 

Highly Skilled with Microsoft Suite (Excel, PowerPoint); Must be highly skilled with Excel modeling; Advanced pivot tables, data queries, managing large data sets quickly and accurately

Experience with Workday Adaptive Insights preferred but not required

Strong analytical skills, proactive, work/think independently and accurate work product 

Requirements

Bachelor’s degree in Business, Management, Economics, Accounting, Finance or related field required