The Financial Analyst plays a critical role in driving data-driven decision-making and supporting the financial health of the organization. This position is responsible for analyzing financial data, preparing reports and providing insights to enhance decision-support. The Financial Analyst will work closely with the Controller and cross-functional teams to evaluate performance, develop budgets and forecasts, and ensure alignment with company goals.
Responsibilities
- Develop, monitor and report key performance indicator (KPIs) to evaluate business performance, including customer-specific and service line metrics, and identify potential risks and opportunities.
- Conduct variance analysis on financial results compared to forecasts, budgets and prior year history, providing commentary and recommendations for improvement or corrective action.
- Identify financial and customer-specific revenue and profitability trends and provide financial analysis, insights, and recommendations to support decision-making processes, including pricing decisions.
- Collaborate with the Controller and department managers and assist in the preparation of annual budgets, periodic forecasts and related financial statements, ensuring alignment with company objectives.
- Support the CFO and Controller in preparing comprehensive financial analyses and clearly presenting key findings and assumptions to executive leadership and other stakeholders.
- Identify and implement process improvements to enhance financial and customer profitability analysis.
- Perform ad-hoc financial analysis as required and assist in the development of financial models.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree in finance, accounting, business or related field
- Minimum of 3-5 years experience in financial analysis, FP&A or related role
- Proficiency in financial modeling, budgeting and forecasting, with a track record of driving process and system improvements.
- Advanced knowledge of Microsoft Excel and financial modeling skills, Power BI (or other business intelligence tools), and database analysis. Experience with ERP systems (Microsoft Dynamics 365/ Business Central, a plus)
- Ability to create data visualizations for reporting purposes.
- Strong analytical skills and understanding of financial statements and accounting principles.
- Detail-orientated with a strong focus on accuracy and completeness.
- Innovative self-starter and problem solver, comfortable dealing with a degree of ambiguity, changes, and finding creative solutions using new tools or approaches where needed.
- Strong communication and interpersonal skills to collaborate effectively with cross-functional teams and convey financial insights to non-financial stakeholders