What are the responsibilities and job description for the Financial Analyst position at The Bolton Group?
Job Title: Financial Analyst (Hybrid)
Job Summary:
We are seeking a highly skilled and detail-oriented Financial Analyst with advanced experience in Power BI to join our client's finance team. The ideal candidate will possess a strong background in financial analysis, forecasting, and data-driven decision-making, along with a proficiency in using Power BI to transform complex data into actionable insights.
This role will be instrumental in enhancing financial reporting, optimizing business performance, and supporting strategic initiatives through data visualization and analysis.
This person will report to the FP&A Manager and will meet on site only once a week.
Key Responsibilities:
Financial Analysis & Reporting:
- Analyze financial performance, identify trends, and provide insights to guide decision-making.
- Prepare and maintain detailed financial reports, budgets, and forecasts.
- Monitor key financial metrics, analyze variances, and recommend corrective actions.
Power BI Data Visualization & Reporting:
- Develop and manage interactive Power BI dashboards to support business insights and financial reporting.
- Create visually compelling and user-friendly financial reports and presentations for senior management and stakeholders.
- Integrate financial data from multiple sources to ensure accuracy and consistency in reports.
Budgeting & Forecasting:
- Assist in the preparation of annual budgets and quarterly forecasts, ensuring alignment with business goals and objectives.
- Collaborate with business units to gather relevant financial data for forecasting and analysis.
Data Analysis & Strategic Insights:
- Perform in-depth financial analysis to assess profitability, cash flow, and cost management.
- Provide actionable recommendations based on data trends, financial forecasts, and KPIs.
Ad-Hoc Analysis & Business Support:
- Support ad-hoc analysis requests from management and other departments, providing timely and accurate financial data.
- Assist in decision support activities by conducting financial modeling, sensitivity analysis, and scenario planning.
Qualifications:
Education & Experience:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 1-3 years of experience in financial analysis, planning, and reporting, with a focus on data visualization.
Skills & Expertise:
- Proficient in Power BI, including the ability to design and maintain interactive dashboards and reports.
- Strong understanding of financial principles, budgeting, forecasting, and financial modeling.
- Advanced skills in Microsoft Excel (e.g., pivot tables, VLOOKUP, advanced formulas).
Analytical Abilities:
- Strong analytical and problem-solving skills with the ability to interpret complex data.
- Ability to communicate financial data and insights effectively to non-financial stakeholders.
- Excellent attention to detail and ability to maintain accuracy in reporting.
- Strong organizational skills with the ability to manage multiple tasks and meet deadlines.
- Proactive mindset with a focus on continuous improvement and process optimization.
Preferred Qualifications:
- Certification in Power BI or data analytics (e.g., Microsoft Certified: Data Analyst Associate) is a plus.
- Experience with SQL, Python, or other data analysis tools is a plus.
Why Applying:
- Competitive salary and benefits package.
- Working from home (1X a week on site only!)
- Opportunity to work with a collaborative and dynamic team.
- Exposure to senior management and strategic decision-making.
- Professional development and training opportunities.
If you are passionate about data analysis, financial performance, and leveraging Power BI to drive business insights, we encourage you to apply and become a part of our client's growing finance team!
Salary : $75,000 - $90,000