Financial Analyst

Description

Key Responsibilities

• Assist with monthly, quarterly, and annual financial reporting activities. 
• Analyze financial results and investigate variances between actual results, forecasts, and budgets. 
• Support forecasting, annual operating plan (AOP), and budgeting processes. 
• Prepare recurring and ad hoc financial analyses to support business decisions. 
• Assist in monitoring key performance indicators (KPIs), profitability metrics, and operational trends. 
• Develop reports and dashboards that improve visibility into financial and operational performance. 
• Help identify risks, opportunities, and business trends through data analysis. 
• Support finance leadership in preparing presentations and reporting materials for management reviews.
• Partner with sales organization on reporting and performance vs. incentive plans.

• Assist with month-end and year-end close processes.
• Prepare journal entries and account reconciliations.
• Support general ledger maintenance and ensure accuracy of financial records.
• Investigate and resolve account discrepancies.
• Assist with audit requests and documentation.

• Assist in improving reporting processes through standardization, automation, and enhanced data accuracy. 
• Support initiatives focused on data quality, governance, and reporting efficiency. 
• Leverage Excel, ERP systems, and business intelligence tools to analyze and present financial information. 
• Contribute to continuous improvement projects that strengthen financial processes and decision-making capabilities.

Skills Knowledge and Expertise

• Bachelor's degree in finance, Accounting, Business, Economics, or a related field. 
• 0-2 years of relevant experience, including internships or co-op experience. 
• Understanding of financial statements, budgeting, forecasting, and accounting principles. 
• Strong analytical and problem-solving skills. 
• Advanced proficiency in Microsoft Excel. 
• Excellent attention to detail and organizational skills. 
• Strong written and verbal communication skills. 
• Ability to manage multiple priorities in a fast-paced environment.

• Internship or experience within a manufacturing environment, public accounting or other similar experience.
• Familiarity with ERP systems, preferably JD Edwards (JDE). 
• Experience with Power BI, Microsoft Business Intelligence tools, or similar reporting platforms. 
• Exposure to cost accounting concepts and inventory analysis. 
• Progress toward CPA, CMA, or other professional certifications.

• Financial Analysis 
• Business Partnership 
• Problem Solving 
• Data Analytics 
• Attention to Detail 
• Communication 
• Continuous Improvement 
• Time Management 
• Collaboration 
• Learning Agility