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Associate Financial Analyst

Associate Financial Analyst

UGA FinanceKansas City, MO, US
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Job Description

Job Description

Description :

Job Summary : Under the direction of the Lead Financial Analyst, the Associate Financial Analyst assists in financial analysis and process improvement. This position collaborates with cross-functional teams and ensures accurate documentation and recordkeeping.

UGA offers full-time employees a benefit package that includes employer-subsidized health insurance, dental and vision insurance, voluntary life and short-term disability insurance, a Simple IRA with a 3% match, and Paid Time Off, including 4 hours of Volunteer Time Off per year.

Principle Responsibilities :

  • Financial Analysis : Conduct financial analysis to identify trends, variances, and areas for improvement, providing insights to management for strategic decision-making. Assist with financial planning and modeling.
  • Process Improvement : Under the direction of the Business Process Lead, continuously assess and improve processes and procedures to streamline operations, enhance efficiency, and maintain data integrity.
  • Collaboration : Collaborate with cross-functional teams, including finance, accounting, and operations, to gather relevant information and ensure accurate financial reporting.
  • Documentation and Recordkeeping : Maintain accurate and organized financial records, ensuring documentation is complete and readily accessible for audits and internal reviews.
  • Ad Hoc Projects : Participate in ad hoc projects and initiatives as assigned by management, providing financial expertise and support as needed.

Requirements :

Knowledge, Skills, and Abilities :

  • Strong analytical and problem-solving skills, with a strong attention to detail and the ability to make data-driven decisions.
  • Detail-oriented with a strong focus on financial data accuracy and validation.
  • Strong organizational and time management skills; demonstrated ability to work independently, prioritize tasks and manage time effectively in a fast-paced environment.
  • Proficient verbal and written communication skills, including the ability to collaborate with internal and external partners.
  • Strong knowledge of accounting principles and financial reporting standards (GAAP).
  • Strong interpersonal skills with a proven ability to collaborate and work cross-functionally across various teams.
  • Proficient in Microsoft Office Suite or related software; advanced proficiency in Microsoft Excel; experience with Business Intelligence tools such as Tableau, Power BI, strongly preferred.
  • Work Experience :

  • 2+ years experience in Finance or a related field, or commensurate combination of education and experience.
  • Demonstrated proficiency in financial analysis, including the ability to interpret financial data and identify trends.
  • Experience in a highly regulated industry preferred.
  • Training and Education :

  • Bachelor’s degree in Finance, Business Analytics or a related field preferred; Associate’s degree or equivalent combination of education and experience required.
  • Complete all required training as assigned.
  • Working Environment and Requirements to Perform Job Responsibilities

  • Ability to work full-time (average of 40-hours per week).
  • Ability to work in a shared office, private office, and / or cubicle in accordance with job duties and responsibilities.
  • Ability to be on location and / or assigned confidential location(s) for client services for all work hours.
  • Effective with shifting roles, responsibilities, and expectations in a changing work environment.
  • Ability to see computer screen, read, and complete forms
  • Ability to lift up to 10 pounds with the ability to push, pull, bend, reach, and sit.
  • Ability to sit for prolonged periods of time / work at a desk.
  • Ability to answer the phone in a busy environment – hear callers and be responsive.
  • Ability to work in a high intensity / fast paced work environment and be able to multi-task and prioritize.
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