Position Summary
The Financial Analyst is an exempt position responsible for performing advanced financial analysis, forecasting, budgeting, and reporting to support strategic business decisions and organizational planning. The primary duty of this role includes analyzing financial data, developing and maintaining financial and operational models with reports, and interpreting financial results to provide actionable insights and recommendations to management.
This position exercises discretion and independent judgment with respect to matters of significance, including evaluating financial performance trends, identifying risks and opportunities, and advising cross-functional leadership on financial implications of business initiatives. The Financial Analyst collaborates with key stakeholders across the organization to enhance financial performance, ensure alignment with strategic objectives.
Key Responsibilities
- Analyze complex financial and operational data to identify trends, assess business performance, and develop actionable insights / recommendations to improve profitability and operational efficiency.
- Play an active role in annual budgeting and forecasting, including development of assumptions, forecasting key business drivers, coordination with stakeholders, and preparation of financial plans to support strategic decision-making.
- Maintain advanced financial models to support scenario analysis, long-range planning, pricing decisions, and business case development.
- Design, develop, and maintain key performance indicators (KPIs), dashboards and reports using Power BI to measure financial and operational performance and support decision-making.
- Perform variance analysis comparing actual results to budget, forecast, and prior periods, including identification of key drivers, risks, and opportunities.
- Prepare and present monthly financial and operational review packages, including Branch Review materials, variance commentary, and performance insights, and support business leaders in interpreting results and preparing for review discussions.
- Partner with cross-functional teams to evaluate business initiatives and projects, assess financial implications, and provide analytical guidance and recommendations to ensure alignment with organizational objectives and financial targets.
- Support pricing, profitability, cost structure, and margin analysis initiatives.
- Conduct ad hoc financial analysis to support strategic initiatives such as new product or service launches, capital investments, operational changes, and resou