Financial Analyst

Job Duties and Responsibilities 

Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations.

1. Prepare financial and business-related analysis and research.  (75-90%)
• Analyze monthly journal entries and monthly financial statements.
• Analyze balance sheet and accounts. Investigate, correct and follow-up on any inaccuracies identified.
• Prepare budgets, forecasts and analyze trends in sales, finance, general business conditions, and identify and report significant variances to management.
• Develop and implement short and long-range plans and current year forecasts, ensuring that accounting records, data and statistics meet the needs of management.
• Prepare special financial reports as requested by management.  Present results of research and analyses and provide recommendations in written and verbal presentation formats.
• May prepare tax returns and/or legal and regulatory reports.
2. May assist with accounting duties related to transaction records and reporting. (10-15%)

      3.  Assist in the development of business policies, conduct special financial and business-related studies and cooperate with other  departments in the preparation of analysis. (5-10%)

      4.  Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed, achieving desired results within expected time frames and with high quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education:

• Bachelor’s degree in accounting, finance, or business; or equivalent work experience.

Experience:

• 2 to 5 years’ experience in accounting, with emphasis in financial analysis.
• Experience with financial analysis methods and tools.
• Related industry experience helpful.

Knowledge and Skills:

• Excellent interpersonal and communication skills, both written and oral.
• Good organizational skills with a high degree of analysis, accuracy, quality, and detail orientation.
• High degree of integrity.
• Technical skills related to real estate, mortgage, or franchise finance.
• Knowledge to complete complex financial analysis, excellent problem-solving techniques.
• Able to work independently and as a member in a team-oriented environment.
• Demonstrated computer proficiency. Experience with accounting and general ledger   Strong Microsoft skills.
• Ability to prioritize and handle multiple tasks and projects concurrently; work well under pressure of deadlines.

Other (licenses, certifications, schedule flexibility/OT, travel, etc.):

• CPA certification preferred

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer