Financial Analyst

Responsibilities

• Month end reporting and analysis process, including the preparation and review of profit and loss statements and KPIs to ensure overall accuracy of the reports
• Perform monthly variance analysis of actual to budget and/or forecast results for monthly deliverables to senior management
• Ensure costs are properly captured and reported
• Apply strong analytical skills to understand the root cause of variances
• Develop budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual budgets
• Prepare and design ancillary business/financial models and other special projects as needed
• Understand computer systems to retrieve historical data, including downloads of data into Excel or other applications
• Ensure financial processes and reports meet corporate and industry guidelines
• Analyze monthly department spending and communicate trends with Senior Management
• Work with department heads to manage spending, identify problem areas, and support financial aspects of new corporate projects
• As a Financial Analyst, you will create internal management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management
• Prepare monthly reports and variance analyses for management review, participate in short and long-range financial planning and forecasting, and prepare ad-hoc financial analyses and reports
• Support the implementation of financial reporting and planning systems
• Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors
• Develop procedures, schedules, and materials for the quarterly forecast process

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, or related fields required; MBA is a plus
• 5-10 years of progressive, professional experience with financial analysis or corporate finance (manufacturing, automobile, aerospace, or utilities environment preferred), or equivalent combination of education and experience
• Experience with financial systems, BI reporting tools, and applications such as Dynamics 365, Workday Adaptive Planning, Oracle Hyperion, NetSuite, Salesforce, CRM, Power BI, and Tableau
• Extensive knowledge of Microsoft Office Suite, including advanced Excel skills, Outlook, Teams, PowerPoint, and Word
• Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results
• Excellent verbal and written communication skills including the ability to establish strong relationships with others within and outside of the organization
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public