Demo

Financial Analyst

SOPHIC SYNERGISTICS
Houston, TX Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/8/2025

Job Description

Job Description

Benefits :
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • At Sophic, the most important part of what we do is fulfilling the needs of people. This includes our employees, partners, clients, and clients client. We take great pride in delivering an exceptional client experience and creating an environment where everyone feels that they are valued members of Sophic, no matter their role.

    As the Senior Financial Analyst, you are responsible for working with the executive leadership team to create and communicate our financial forecast and results and provide financial leadership to the business to help drive profitable growth aligned with our Vision and Mission.

    Primary responsibilities of this role include :

    Develop and maintain detailed budgets and forecasts in support of quarterly and annual planning

    Develop financial projections and build financial models

    Prepare monthly forecasts, risk assessments, and variance analyses for senior leadership / management stakeholders

    Track financial performance to highlight deviation from budgets and estimated profits

    Recommend and implement ideas and innovations to improve work practices and procedures impacting revenue, accounting processes, and financial reporting

    Research and make recommendations on software and systems for company improvements

    Review expenditures to ensure conformance to budgetary guidelines, limitations and strategic goals of the organization

    Support revenue and margin analysis for new and existing contracts

    Support invoicing for existing projects

    Maintains records of expenses, inventories, actual operating figures, and budget balances

    Prepare financial statements

    Understand key business drivers

    Assist project teams with financial guidance

    Connect and articulate product and service offerings and effectively communicate with management and clients

    Contribute significantly toward the creation of monthly financial reporting for client contracts to provide insight into overall business operations status

    Effectively communicate with Sophic management and staff

    Assist with scheduling and coordinating meetings with leadership

    Support senior staff meetings

    Ensure all records are kept up-to-date and are accurate

    Maintain consistent communication regarding weekly plan / weekly status

    Complete assigned training within the required timeframe

    Take ownership of your role and function; if you have new ideas and suggestions, we expect to hear them!

    Job Qualifications

    Bachelors degree in finance, economics, or accounting

    MBA preferred

    Senior-level experience with at least 8 years of experience working as a financial analyst

    Maintains current knowledge of relevant laws, regulations, policies, and procedures related to generally accepted accounting principles (GAAP)

    Ability to present financial information to a non-financial audience

    Working knowledge of financial strategies

    Skills

    Excellent written and oral communication skills

    Microsoft Office Suite with advanced Excel skills

    Experience with using financial systems (e.g., SAP, NetSuite, etc)

    Experience with analytical tools

    Ability to build and maintain relationships with management, team members, and clients

    Leadership skills

    Ability to collaborate and work cohesively within a team

    Time management

    Detail-oriented

    Strategic thinking

    Self-motivation

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