Sr Analyst, Financial

Description

Job Overview:

Conduct research and complex analyses on company financials and indicators to determine present and future financial performance. Prepare and deliver a wide range of reports and presentations including but not limited to budgets, forecasts, financial trends and data analysis to support senior management in making sound business decisions.

Responsibilities:

The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.

• Develop, prepare and present specialized reports, profitability analysis, pricing analysis, other ad-hoc projects and financial models using Microsoft Excel & VENA.
• Create, maintain, and improve pricing models for new businesses, as well as producing all models for renewals; oftentimes working closely with market leaders.
• Conduct research and analyze monthly results versus budget, forecast, and prior year at varying levels throughout the organization.
• Responsible for performing special projects to improve process efficiency and performance.
• Research and resolve inquiries for assigned functional areas.
• Review and investigate accounting transactions to improve date accuracy.
• Prepare the annual budget and quarterly forecast process, including collaboration with senior levels of management, creation of financial models and templates, and preparation of final presentations and analysis.
• Coordinate and cooperate with various departments and levels of management, as needed, to accurately report financials, reflect trends during forecasting/budgeting, and update pricing models.
• Make recommendations for improvement of financial reporting, business modeling, budgeting/forecasting, and other company financial outputs.
• Work in tandem with analysts on team; providing backup, support, and guidance when needed.

Skills & Qualifications:

• Bachelor’s Degree in Finance or Accounting from an accredited college or university; MBA preferred but not required; minimum 5-7 years related experience; or equivalent combination of education and related experience. Annual planning/budgeting experience required. Strong technical skills and minimum 3-5 years of experience with databases and complex excel formulas.  Working knowledge Vena preferred.
• Excellent customer service skills.
• Excellent verbal and written communication skills to varying level of management.
• Detail oriented, strong organizational and multi-tasking skills.
• Highly productive, able to balance competing priorities and adapt to a fast-changing environment.
• Strong proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Power Point, and Outlook.
• Ability to work with sensitive or confidential information.
• Ability to meet deadlines and work well under pressure.
• Exhibit resourcefulness with a high level of precision but also comfortable with ambiguity
• High degree of business acumen, analytical and problem-solving skills; ability to synthesize information into actionable recommendations and analyses
• Ability to work in a team environment as well as independently and be self-driven.

Basic Understanding of GAAP

Travel:

Work involves minimal travel.

What We Offer:

As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match.

Disclaimer:

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time