Financial Analyst 5

Description

Join our dynamic Finance team, where your analytical skills will be at the forefront of driving financial insights and supporting monthly financial reporting and close activities. Our workload peaks during month-end close, offering a fast-paced and rewarding environment.

Typical Day in the Role

• Analyze and consolidate financial data to identify key drivers behind variances.
• Contribute to financial and revenue analysis by pulling and combining Excel datasets.
• Utilize data to support Finance reporting and business decisions.

Summary

As a financial analyst, you will gather and analyze financial information, conducting quantitative analyses that influence investment programs. Your role will involve analyzing and communicating financial insights to support informed decision-making.

Job Responsibilities

• Assemble spreadsheets and create charts and graphs to illustrate technical reports.
• Work with complex data using advanced Excel functions to generate new reports.
• Analyze financial information to forecast business, industry, and economic conditions for investment decisions.
• Interpret data affecting investment programs, including price, yield, stability, and future trends in investment risks.
• Present oral and written reports on economic trends, individual corporations, and entire industries.

Skills

• Strong verbal and written communication skills, with attention to detail and critical thinking.
• Ability to work independently and manage time effectively.
• Proficient in analyzing business trends and projecting future revenues and expenses.
• Collaborative team player who partners well across the entire team.
• Knowledge of relevant federal, state, and company policies, procedures, and regulations related to accounting.
• Experience with computer applications such as Word, Excel, PowerPoint, and other financial software.

Education/Experience

• Bachelor's degree in accounting or a related financial discipline is required. An advanced degree in a financial discipline is preferred.
• A minimum of 10 years of financial and/or accounting experience is required.

Ideal Candidate Background

The ideal candidate possesses a combination of financial acumen, analytical problem-solving, and business partnership skills. While specific industry experience is beneficial, we value individuals who learn quickly, ask insightful questions, challenge assumptions constructively, and influence decisions through data and compelling narratives.

Top 3 Must-Have Hard Skills & Experience

• 10 years of experience in financial analysis.
• Excellent Excel skills.
• Strong collaboration skills with a desire to simplify processes.

Performance Measurement

Performance will be evaluated based on the quality and accuracy of deliverables, adherence to timelines, responsiveness, effective stakeholder collaboration, and the ability to independently manage priorities and proactively address issues.

Typical Day in the Role

No two days look exactly the same in this role. You will blend financial insights with strategic thinking and cross-functional partnerships. Part of your day may involve analyzing business performance and identifying emerging risks or opportunities. You will work with stakeholders to challenge assumptions, shape forecasts, and influence decisions. Regularly, you'll transform complex data into clear stories for leadership while seeking ways to simplify, automate, and improve Finance operations.