What are the responsibilities and job description for the Business Finance Analyst position at MAI Wealth Management, Inc.?

Job Description

GENERAL JOB DESCRIPTION

The Business Finance Analyst provides financial business support and is responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. In this role, the Business Finance Analyst also supports forecasting and strategic planning process, management reporting, and business unit financial analysis. Ensures accuracy and integrity of reported data.

MAJOR DUTIES AND RESPONSIBILITIES

Participates in developing accurate and credible financial plans to support business strategy.
Proactively identifies and escalates risk / opportunities to plan; assists business unit managers in identifying tactics to close plan gaps or realize opportunities.
Interfaces with business executives to develop understanding of and offer solutions for critical business issues.
Revises revenue and profit based financial / economic models to drive effective short-term and long-term decisions as needed.
Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.
Tracks performance versus value attainment targets.
Monitors financial status by tracking actual results against plans and forecasts; identifies trends.
Assembles and summarizes data, prepares reports, presents analysis and recommendations; ensures data accuracy and integrity.
Provides monthly / quarterly reporting analyzing financial results and performance to plan.
Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts
Identifies opportunities to improve internal team processes.
Other duties as assigned.

EXPERIENCE / CREDENTIALS

Bachelor’s degree in Finance, Accounting, Economics, or related field.

2-4 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.

2 years’ experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).

2 years’ experience in budget preparation and administration; strong financial and / or accounting acumen.

Strong analytical, problem solving, and statistical analysis skills.

Knowledge of complex and diverse financial policies, practices, and procedures a plus.

Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).

MBA, CPA, or CFA a plus.

COMPETENCIES

Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.

Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.

Excellent oral and written communication skills.

Ability to handle critical internal relationships within the firm, including with other department and employees of all levels, up to and including the Management team.

Problem solving and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights and actionable recommendations.

Organized, detail-oriented, able to meet deadlines, while still maintaining flexibility to meet firm needs.

Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standard in all practices.

Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

FEATURED BENEFITS :

Discretionary Bonus

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity Leave

Paid Parental Leave

Tuition Reimbursement

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Business Finance Analyst

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