Analyst, Financial

Job Description

Job Description

Position Summary :

The primary responsibility of this role will be to support Operations & Executive Management with financial analysis and support including budgeting, forecasting, reporting and strategic analysis. Prepares monthly financial reporting package for the Executive team, detailing business results and identifying trends. Supports development of data analysis models, including delivering customer profitability reporting. Tracks key performance indicators and provides analysis to support business decisions.

Essential Job Functions :

Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties that will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or is an essential function of the position.

• Design, build, distribute and continually improve a wide-range of reports and analysis covering all aspects of the company’s financial and operational performance, including facility dashboard reporting.
• Support monthly and quarterly Bank compliance reporting. Work with actuals and forecasts to model covenant projections and treasury needs.
• Develop and maintain the systems and models needed to track, report, analyze, and forecast company performance.
• Be an expert in sourcing data from the company’s multiple systems and departments; then integrating and analyzing results. Areas include Labor trends, occupancy metrics, and tractor mileage.
• Lead the annual budget process. Develop and consolidate budget and forecast submissions, tracking, and reconciling multiple versions and scenarios.
• Identify the key drivers / causes / assumptions of financial results and articulate the information into presentation format that is presented to the Leadership Team.
• Adhere to strict reporting deadlines for month end and year end close and bank reporting.
• Identify opportunities for financial and operational improvements.
• Lead ad hoc projects as assigned.
• Performs other duties as assigned

Qualifications :

Education, Experiences, Certificates / Licenses and / or Registrations :

Work Environment and Safety Equipment Required :

While performing the duties of this Job, the associate is regularly required to sit and stand to perform the work. The associate is required to reach with hands and arms, smell, talk and hear. The associate must be able to lift, push, pull or move up to fifty (50) pounds or more with assistance. Specific vision abilities required by this job include close vision, color vision, peripheral vision and ability to adjust focus. The noise level in the work environment is usually moderate to noisy and the associate may be exposed to extreme weather. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Company reserves the right to add, modify, change or rescind the work assignments in accordance with business needs, and to make reasonable accommodations so that qualified associates can perform the essential functions of the job.