What are the responsibilities and job description for the Senior Financial Analyst (FP&A) position at Ultimus Fund Solutions?
The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed.
The Ultimus FP&A team are Stewards of the business’s financial performance. They will proactively provide sound business and financial information, metrics, insights and analysis that enhances decision-making, enables the business to formulate an effective business strategy, plan and goals…
…that translates into actionable initiatives…
...that drives/steers the business toward its goals…
…that improves Productivity, Efficiency and Profitability.
Essential Duties and Responsibilities
- Prepare proforma pricing and profitability analysis on new business opportunities
- Analyze current and past financial data and performance
- Prepare ad hoc financial analyses and KPI reporting
- Prepare annual budgets and update monthly rolling forecasts of the income statement, balance, statement of cash flows and capital expenditures
- Create and maintain various spreadsheets and dashboards for monthly financial and KPI reporting to private equity sponsor
- Identify trends in financial performance and provide recommendations for improvement
- Prepare reports and projections based on this analysis; assist in preparing presentations for senior leadership
- Coordinate with members of the management team to update financial information and forecasts
- Prepare weekly sales and pipeline reporting out of Salesforce
- Prepare monthly client implementation and attrition reporting out of various source systems
- Assist with the preparation of quarterly board reporting
- Assist with the financial due diligence and risk assessment process on potential acquisitions
- Participate in all pre-acquisition analysis and post-acquisition validation
Knowledge and Skills
- Advanced working knowledge of MS Excel (pivots & lookups) and MS PowerPoint
- Business savvy with a strong inclination to understand the what, hows and why’s of the business and its financials
- Must be results oriented, innovative, adaptable, strong attention to detail and capable of working independently
- Strong interpersonal skills with ability to build working relationships with all levels of management and stakeholders
- Strong understanding of internal controls
- Working knowledge of US GAAP
- Experience with NetSuite ERP, NetSuite PBCS and Salesforce and databases/warehouses
- Ability to work with deadlines
Qualifications
- Bachelor’s degree in Accounting/Finance
- 5 to 10 years of combined experience in FP&A, Accounting or Finance.
- Minimum 3 years of Financial Services industry experience
