Financial Analyst

Job Description

Job Description

Job Description

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models for decision support
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting and decision support
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide cost analysis process by establishing and enforcing policies and procedures
• Provide analysis of trends and forecasts and recommend actions for optimization
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Increase productivity by developing automated reporting / forecasting tools
• Perform market research, data mining, business intelligence, and valuation comps
• Maintain a strong financial analysis foundation creating forecasts and models
• High level of proficiency with Microsoft Excel, Keynote and PowerPoint.

Financial Analyst Job Description Basic Qualifications

• 3-5+ years of business finance or other relevant experience
• High proficiency with financial modeling and techniques
• Strong fluency with Excel formulas and functions
• BA, BS, degree required (Bachelor’s Degree in Accounting / Finance / Economics)
• Strong analytical and data gathering skills
• Good business acumen
• Ability to communicate concisely and with precision of language and ideas.
• Fluency in English and Spanish, and ability to write in both.

Financial Analyst Job Description Preferred Qualifications

• 3-5+ years of business finance or other relevant experience
• MBAs are preferred
• Proven work experience in a quantitatively-heavy role
• Strong quantitative and analytical competency
• Self-starter with excellent interpersonal communication and problem-solving skills
• Advanced knowledge of Excel

Financial Analyst Job Description Personality and interpersonal skills

• Ability to streamline functions and passion to learn and grow
• Strong interpersonal skills, including written and oral communication skills
• Comfort dealing with ambiguity and ability to work independently
• Experience working with and presenting to senior executives
• Excellent communication and presentation skills; be comfortable interacting with executive-level management
• Strong financial modeling experience

Key responsibilities

• Grow financial performance through analysis of financial results, forecasts, variances, and trends.
• Create recommendations to be presented to management and executives
• Develop financial models to support valuation, planning, and forecasting
• Aid in the capital budgeting and expenditure planning processes
• Reconcile existing transactions through cross-referencing of incoming and outgoing data
• Conduct comparables analysis and market research to support internal financial analysis
• Responsible for maintaining up-to-date technical knowledge on financial instruments, market conditions and trends
30+ days ago