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Financial Analyst
$71k-86k (estimate)
Full Time | Investment Management 2 Months Ago
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Intelliswift Software Inc is Hiring a Financial Analyst Near Ridgefield, NJ

Financial Analyst
Pay rate range: $30/hr. to $32/hr. on w2.
Ridgefield Park, NJ, USA -40 hrs/wk, hybrid (4 days onsite/1 day remote)
12 MonthsTop Skills
  • Advanced excel skillsets, 2) Strong analytical skills with attention to detail and accuracy, 3) Ability to work independently and manage one’s time
SummaryThe main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.
Job ResponsibilitiesAssemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
SkillsVerbal and written communication skills, attention to detail, and critical thinking.
Basic ability to work independently and manage ones time.
Basic ability to analyze business trends and project future revenues and expenses.
Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
Education/ExperienceBachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
0-2 Years Financial And/or Accounting Experience Required.Key Notes/ Necessary Attributes
  • Bachelor's Degree in Accounting/Finance or Mathematics with 1-2 years of relevant experience
  • Advanced Excel skills
  • Strong verbal and written communication skills
  • Strong analytical skills with attention to detail and accuracy
  • Accurate and timely analysis working with large multi-variable data sets
  • Ability to handle multiple requests and re-prioritization in a fast paced environment
  • Ability to work independently and manage one’s time
  • Sales Incentive (VIR) program
  • Independently manage Display Division’s Sales Incentive Programs and being the point of contact for Display Product Marketing team
  • Analyze weekly sell thru report to identify sales target status for incentive programs, send weekly updates in PDF attachments to sales team
  • Create a weekly dashboard report on the incentive programs for PM team
  • Reseller Spiff program
  • Validate S/N and process Spiff claims
  • Create a monthly report on the Spiff claims vs sell thru
  • Hold a monthly call with an agency that administers the Spiff promotions
  • Sales Deduction Conditions
  • Assist with Roadmap IR cost simulation and condition submissions
  • Review condition requests for accrual logic and cost validation
  • Assist with CMF (Current Month Forecast) system upload processes
  • Assist in ad hoc requests and various operational activities

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$71k-86k (estimate)

POST DATE

04/28/2023

EXPIRATION DATE

07/19/2024

WEBSITE

intellswift.com

HEADQUARTERS

FREMONT, CA

SIZE

25 - 50

FOUNDED

2001

TYPE

Private

CEO

LADDI S JHUTY

REVENUE

<$5M

INDUSTRY

Investment Management

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About Intelliswift Software Inc

Intelliswift Software provides enterprise application, collaboration, mobility and cloud computing solutions.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

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Step 3: View the best colleges and universities for Financial Analyst.

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