Financial Analyst

Position Title:             Financial Analyst                    

Exempt Status:           Exempt

Accountable To:         Director, Finance

Job Summary:             The Financial Analyst supports the significant growth and expansion that the organization is experiencing. This role will be a critical contributor within FP&A providing insightful financial analysis, modeling, and reporting to support strategic decision – making. The successful candidate will possess strong modeling and analysis skills, proficiency in Excel and PowerPoint, and the ability to convey results to various levels of Leadership. This role requires a strong foundation of financial principles and the ability to adapt to changing priorities, meet deadlines and work well under pressure.

Duties / Responsibilities:

• Support the annual budgeting and forecast processes for assigned business units with a focus on accurate forecasting and variance analysis to provide business understanding and support decision-making


• Conduct comprehensive analyses to help highlight current trends and performance metrics while identifying risks, opportunities, evaluating impact, and proposing changes to remediate gaps


• Proactively engages stakeholders with a curious mindset to identify and root cause problems while effectively prioritizing urgency and relevance


• Support organization planning cycles by building financial models, performing scenario analysis, and regularly assessing progress towards goals


• Work collaboratively with business leaders to manage financial performance and drive continuous improvement


• Take ownership of monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs) while ensuring accuracy and timeliness


• Create and update presentations used to communicate financial insights to senior leadership


• All other duties as assigned

Required Skills / Abilities:

• Experience in corporate finance and analytics


• Excellent analytical, problem solving, and project management skills with a proven track record of execution against deliverables


• Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders


• Strong verbal and written communication skills and the capacity to convey complex issues clearly


• Highly motivated, innovative, and strategic thinker able to thrive and think clearly under pressure and tight deadlines

Education & Experience

• BA/BS in Finance, Accounting, Economics, or related field required


• Experience with Microsoft Office Suite with strong technical skills and proficiency in Excel & PowerPoint


• Experience in corporate finance and analytics


• Minimum of 5 years as a Financial Analyst or similar role


• Preferred experience with Planful, SQL, AS400, Microsoft Nav


• Experience in Power BI a plus, but not a must

Reasonable accommodations may be made to those who are able to perform the essential duties of the job.  The incumbent must be able to pass any required drug test.  The incumbent must be able to maintain the confidentiality of any information they encounter.