Financial Analyst

Butler/Till is a results-driven marketing agency offering deeply collaborative client experiences, proprietary technology, and world-class partnerships. At Butler/Till, we take immense pride in our independent, women-owned and led status, our unwavering commitment to a purpose-driven approach, our B-Corp status, and our unique structure as a 100% employee-owned company (ESOP).

SUMMARY

The Financial Analyst interfaces with internal stakeholders across multiple departments to define and document financial needs, issues, and opportunities for BUTLER/TILL’s main client. This role will become informed on background and context, create processes and analytical comparisons to translate data into financial analyses and forecasts based on stakeholder business needs. This role will identify financial areas of concern and suggest improvement strategies with key stakeholders while balancing priorities, efficiencies and constraints of client and Butler/Till environments. A successful Financial Analyst should have the ability to handle moderately complex issues and problems while leaning on the support of senior level staff for more complex issues. The ideal candidate is willing to step out of their comfort zone to take on new and unfamiliar tasks, using each challenge as a learning experience.

KEY OUTCOMES & RESPONSIBILITIES

Key Outcome: Client Knowledge - Be a financial subject matter specialist for this client, confidently representing actual outcome of BUTLER/TILL’s services versus the anticipated outcome. Takes ownership and accountability of entire aspect of each scope, ensuring that evolving scopes are fully understood from a financial perspective.

Key Responsibilities:

• Develops, maintains, and demonstrates comprehensive knowledge of the client and the scopes for the different business lines.

• Uses historical data trends and client knowledge to create forecast assumptions to discuss with stakeholders.

• Knowledgeable in BUTLER/TILL’s organizational structure, products, services, solutions, processes, communications & workflow tools surrounding this client.

• Central point of contact to inform stakeholders on financial tracking versus forecasted.

• Demonstrates broad understanding of general business functions and the relationships between them.

• Partners with Agency SMEs and engages in discovery discussions to capture project relevant knowledge.

• Challenges the importance and urgency of requests by asking probing questions to elicit information necessary to define requirements and prioritization.

• Manages multiple projects at once, ensuring that progress is continuous based on Agency and departmental priorities.

Key Outcome: Process Implementation - Thoroughly captures and translates stakeholder financial needs resulting in clear and concise financial data & analysis. Properly documents and summarizes findings with KPIs. Supports profitable growth of key client account through developed processes.

Key Responsibilities:

• Translates new business requests into the proper process and reporting outcomes needed to analyze by key parties.

• Organizes and synthesizes complex information to formulate financial, business, functional, and non-functional requirements that address business needs.

• Ensures financial business goals are aligned to the underlying business needs and identifies gaps that may prevent the business from reaching goals.

• Evaluates business processes based on a "big picture" view while also understanding the details related to each process step.

• Leads internal knowledge sharing discussions related to requirements planning.

Key Outcome: Monthly Reporting - Successfully translates financial business needs and requirements into visual and analytical monthly reports to provide up to date data & analysis to allow key stakeholders to strengthen their decision making. Independently gathers and documents requirements, scope, and proposed solutions for feedback from executive stakeholders.

Key Responsibilities:

• Discuss with key stakeholders areas of concern to provide more accurate data driven projections, participation and resourcing.

• Responsible for creating and maintaining:

• Monthly time reporting and analytical evaluation based on scope.

• Monthly financials of actuals versus forecasted and analysis on pacing Input assumptions that drive financial forecasting.

• KPI dashboard

• Maintain a high level of attention to detail to ensure the accuracy and reliability of financial reporting.

• Identifies and accurately captures information pertinent to solution requirements.

• Documents unknowns and identifies the path forward to seek resolution.

QUALIFICATIONS

• REQUIRED:

• 2 years in accounting or finance role.

• Bachelor’s degree in accounting, finance or related field.

• Thorough knowledge of accounting principles and procedures.

• Experience creating financial statements.

• Intermediate analytical skills with the ability to interpret complex financial data and draw meaningful conclusions.

• Proficiency in financial modeling, forecasting, and variance analysis.

• Excellent communication and presentation skills, with the ability to communicate financial information effectively to non-financial stakeholders. Proficient use of Microsoft Office products, including Word, Excel and PowerPoint.

• Strong organizational skills and a proven ability to prioritize and manage multiple projects simultaneously.

• PREFERRED: MBA or CPA; experience creating dashboards in PowerBI.

CORE COMPETENCIES

• CUSTOMER FOCUS/CLIENT INTIMACY: seeking to understand client business challenges/needs and delivering continuous value to our clients

• COLLABORATIVE: working with teams and across the organization with ease

• OWNER AGILITY: able to continuously learn and quickly adapt to changing circumstance

• RESULTS DRIVEN: accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments

• DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting

WORK ENVIORNMENT & PHYSICAL DEMANDS

The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate. (I.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions.

COMPENSATION

Butler/till is committed to providing pay transparency of our compensation philosophy and ensuring equitable pay practices for our employee owners. The compensation range for this position is $52,000.00- $73,000.00 and represents the annual salary range in Rochester, NY. base pay offered may vary depending on multiple individualized factors, including location, skills, and experience.

EEO DISCLAIMER

Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.