Financial Analyst

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.

SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!

Job Title: Financial Analyst III

Location: Jacksonville, FL

Contract: 12 Months

Job Summary:

We are seeking a highly skilled Financial Analyst III to manage and oversee financial planning, forecasting, budgeting, and analysis processes. This role will provide strategic financial insights to support business decisions and drive efficiency in financial operations. The ideal candidate will have a strong analytical mindset, expertise in financial modeling, and experience with financial planning & analysis (FP&A).

Key Responsibilities:

• Lead the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support decision-making.
• Analyze data to identify trends, risks, and opportunities, and prepare detailed reports.
• Collaborate with cross-functional teams to align financial plans with strategic objectives.
• Conduct monthly financial reporting, including variance analysis and management reports.
• Drive improvements in financial processes, systems, and reporting to enhance accuracy and efficiency.
• Evaluate potential investments, mergers, and acquisitions to support business growth.
• Mentor and develop FP&A team members to promote a culture of continuous learning.
• Present financial findings and recommendations to management.
• Prioritize and assign tasks to optimize team resources and ensure deadlines are met.
• Respond to complex financial inquiries and oversee credible financial planning and analysis projects.

Required Qualifications:

Education:

• Bachelor’s degree in Finance, Accounting, or a related field.
• MBA or advanced degree is a plus.
• CFA (Chartered Financial Analyst) Level I required, with preference for candidates pursuing full CFA certification.

Experience:

• 5 – 7 years of experience in financial planning & analysis (FP&A) or accounting.
• At least 2 years of managerial experience in a related field.

Technical Skills:

• Expertise in financial modeling and data analysis.
• In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
• Advanced proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
• Experience with financial management software, including XCM and Oracle.
• Strong project management skills with the ability to streamline financial processes.

Competencies:

• Excellent verbal and written communication skills.
• Strong ability to establish and maintain effective working relationships.
• Capability to prepare, monitor, and administer budgets effectively.
• Ability to prioritize, organize, and manage multiple projects simultaneously.
• Skilled in mentoring, coaching, and supervising financial teams.
• Knowledge of cost control procedures, change management, and budgeting principles.
• Ability to drive process improvements and efficiency enhancements.