Financial Analyst

The Financial Analyst will play a crucial role in supporting financial planning, analysis, and reporting functions across multiple branches. This position requires strong analytical skills, an entrepreneurial mindset, and attention to detail. The role involves managing data integrity within financial systems, supporting audit processes, and preparing insightful financial reports that help drive business decisions.

This role is ideal for a motivated financial professional who thrives in a fast-paced, dynamic environment. The Financial Analyst will have the opportunity to contribute to impactful financial projects, providing insights that help shape business strategies across multiple branches.

Key Responsibilities

• Financial Reporting and Analysis:
  • Publish financial statements through Cube and distribute them to all branches.
  • Publish key performance indicators (KPIs) to branches.
  • Ensure accuracy and integrity of accounts in Cube, manage account mapping, and prepare financial reports.
  • Review monthly branch profit and loss statements and balance sheets for unusual trends, identifying potential accounting errors or branch performance issues.
  • Develop and maintain U.S. GAAP-compliant financials using Cube.
• Budgeting and Forecasting:
  • Assist in the preparation of annual budgets and forecasts, including creating templates and conducting interviews with branch leaders.
  • Prepare sales analysis to evaluate the price-to-cost relationship and make recommendations for improvements.
• Technical Accounting Support:
  • Provide technical accounting guidance to staff accountants as needed.
  • Stay current with U.S. GAAP standards, with the ability to prepare white papers on relevant accounting topics.
• Asset-Based Lending (ABL) Reporting and Audits:
  • Own the ABL asset reporting, ensuring accurate and timely information for internal and external stakeholders.
  • Support ABL audit processes, including preparing necessary documentation and analysis.
• Data and System Management:
  • Collaborate with the Power BI team to incorporate branch and consolidated financial statements into Power BI for comprehensive reporting and insights.
  • Develop financial reports within Cube for effective data-driven decision-making.
• Partnership and Precision:
  • Demonstrate a strong passion for precision and attention to detail in all reporting and analysis activities.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. MBA and/or CPA designation preferred.
• Minimum of 3 years of experience with a Big 4 accounting firm in Audit or Transaction Services.
• Experience working with large ERP systems.

Skills and Competencies

• Entrepreneurial mindset with the ability to think strategically and support business growth.
• High level of professional integrity and ethical standards.
• Treasury-oriented mindset with a strong foundation in financial principles.
• Proficiency in managing large data sets and complex spreadsheets.
• Strong analytical skills and a data-driven approach to problem-solving.