Financial Analyst

Position Summary

The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company.   

Key Responsibilities

• Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis.
• Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies.    
• Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability.
• Develop reports to provide department and divisional leaders with actual financial results versus projected results.
• Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives.
• Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed.
• Performs sales analytics and supports customer profitability analysis.
• Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence.
• Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization.
• Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action.  
• Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values.

Career Path Definitions & Distinctions:

Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings.

Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization.

Sr. Financial Analyst: Has 5 years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team.

Education, Experience & Qualifications

The successful candidate will have a Bachelor’s Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment.

Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected.

An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position.

Attributes

Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential.

Benefits

Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.