Financial Analyst

Financial Analyst

Austin based role

Hybrid – 3 days in office/2 remote.

Role Overview:

The Financial Analyst is a key contributor to the financial health and strategic decision-making of the company. As the sole member of the FP&A function of the company, you will be responsible for a wide range of tasks that include maintaining financial models, performing budgeting, and forecasting tasks, analyzing financial data, producing financial reporting packages, and providing insights and recommendations to support business decisions. Reporting to the Director of Finance and Accounting, you will play a critical role in ensuring the company’s finance function is collaborative, data-driven, and aligned with business objectives.

Key Responsibilities:

• Financial Planning and Analysis (FP&A):Manage the financial forecast process by running and maintaining forecast models for all areas of the business, including multiple business units, and consumer products and services for 10 locations.
• Create an annual budget in collaboration with the Director of Finance and Accounting and analyze company level and department level performance against budget, identifying opportunities for improvement.
• Develop a deep understanding of the company in order to source and analyze appropriate data for all models and analysis.
• Analyze variances between actuals and forecasts, providing actionable insights and recommendations to department leaders and location managers.

Financial Reporting:

• Produce monthly financial reporting package in collaboration with the Director of Finance and Accounting and other accounting team members to explain variances and update financial models to reflect most up-to-date information.
• Forecast key performance indicators determined by company leaders, report on monthly performance including variance analysis.
• Produce project-based financial reporting to include analysis of performance again forecast.

Strategic Analysis and Projects:

• Lead the project of selecting and implementing an FP&A software.
• Utilize DOMO to fulfill other financial data analysis requests by sourcing, formatting, analyzing, and explaining data with the objective of creating actionable information and insights, either individually or in collaboration with Business Analyst.
• Collaborate with operational teams to identify cost-saving opportunities and improve financial performance.
• Conduct ad hoc analysis which may include profitability analysis, potential investments, cost structures, and other analysis to improve financial performance.
• Develop dashboards and visualizations to track key performance indicators (KPIs) and other financial metrics.

Requirements

Education and Experience:

• Bachelor’s degree in Finance or Accounting, or other field if you possess very strong finance related work experience.
• Background in financial modeling and business analysis, preferably in consumer service businesses.

Technical Skills:

• Advanced proficiency in Excel.
• Experience with SQL or BI tools such as DOMO, Tableau, Power BI, etc.
• Experience with ERP systems and FP&A tools, experience with implementation of an FP&A tool preferred.
• Understanding of US GAAP.
• Understanding of monthly financial statements including P&L, balance sheet, Cash Flow statements, and how they correlate with each other.

Soft Skills:

• Strong analytical and problem-solving abilities with a detail-oriented mindset.
• Excellent communication and presentation skills, capable of conveying financial concepts to non-financial stakeholders.
• Proven ability to work independently, manage multiple priorities, and meet deadlines.
• Ability to balance strategic thinking with hands-on execution.
• Proactive and resourceful in identifying issues and opportunities.