Financial Analyst

Job Description

· Perform financial forecasting, reporting, and operational metrics tracking

· Analyze financial data – and create financial models for decision support

· Report on financial performance and prepare for regular leadership reviews

· Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements

· Work closely with the accounting team to ensure accurate financial reporting and decision support

· Evaluate financial performance by comparing and analyzing actual results with plans and forecasts

· Guide cost analysis process by establishing and enforcing policies and procedures

· Provide analysis of trends and forecasts and recommend actions for optimization

· Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials

· Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

· Increase productivity by developing automated reporting/forecasting tools

· Perform market research, data mining, business intelligence, and valuation comps

· Maintain a strong financial analysis foundation creating forecasts and models

· High level of proficiency with Microsoft Excel, Keynote and PowerPoint.

Financial Analyst Job Description – Basic Qualifications

· 3-5 years of business finance or other relevant experience

· High proficiency with financial modeling and techniques

· Strong fluency with Excel formulas and functions

· BA, BS, degree required (Bachelor’s Degree in Accounting/Finance/Economics)

· Strong analytical and data gathering skills

· Good business acumen

· Ability to communicate concisely and with precision of language and ideas.

· Fluency in English and Spanish, and ability to write in both.

Financial Analyst Job Description – Preferred Qualifications

· 3-5 years of business finance or other relevant experience

· MBAs are preferred

· Proven work experience in a quantitatively-heavy role

· Strong quantitative and analytical competency

· Self-starter with excellent interpersonal communication and problem-solving skills

· Advanced knowledge of Excel

Financial Analyst Job Description – Personality and interpersonal skills

· Ability to streamline functions and passion to learn and grow

· Strong interpersonal skills, including written and oral communication skills

· Comfort dealing with ambiguity and ability to work independently

· Experience working with and presenting to senior executives

· Excellent communication and presentation skills; be comfortable interacting with executive-level management

· Strong financial modeling experience

Key responsibilities

· Grow financial performance through analysis of financial results, forecasts, variances, and trends.

· Create recommendations to be presented to management and executives

· Develop financial models to support valuation, planning, and forecasting

· Aid in the capital budgeting and expenditure planning processes

· Reconcile existing transactions through cross-referencing of incoming and outgoing data

· Conduct comparables analysis and market research to support internal financial analysis

· Responsible for maintaining up-to-date technical knowledge on financial instruments, market conditions and trends