Financial Analyst- EXPERIENCE REQUIRED, Must live w/in driving distance of Carrollton, GA

Systems & Methods, Inc. (SMI MGMT)

SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly willing to go the Extra Mile. With over 50 years as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are a multi-state operation and administrative private company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI.

Job Summary: The Financial Analyst will play a critical role in the integration of new business opportunities with the company’s current financial operations, including forecasting, budgeting, and strategic planning. The primary objective of this role is to provide financial insights that aid in strategic decision-making, drive financial performance, and support the company’s growth objectives. The ideal candidate will have a strong background in financial analysis.

Key Functions/Basic Duties:

• Analyzes financial data and creates financial models for decision support.

• Tracks the company’s financial performance against strategic goals and budgets, including identifying key performance indicators (KPIs) and preparing reports for management.

• Monitors financial market trends to ensure the company’s financial strategy aligns with market conditions.

• Develops profiles of potential new business opportunities identified by Senior Leadership with a valuation offer range for such targets.

• Analyzes potential risks and opportunities to support strategic planning. Provides financial insights to support business decision-making by conducting scenario analysis and complex financial models, including cash flow, balance sheet, and income statement projections, to properly assess the financial impact of new business opportunities

• Conducts and ensures full due diligence on each opportunity by working in conjunction with various groups for each area of business expertise.

• Works closely with leadership to develop strategic financial plan, and facilitates deal review meetings to evaluate the impact of new business, including anticipated revenue and gross profit.

• Identifies process enhancements and in financial planning and reporting to improve efficiency and data quality.

• Oversees regular financial forecasting and updates financial models as necessary.

• Leverges investment banking knowledge to analyze potential investment opportunities and risks.

Education and/ or Experience:

• Bachelor's degree in Finance, Accounting, or related field. MBA or advanced degree preferred.

• Minimum 5 yrs. experience in FP&A and/or Operations. Experience in Investment Banking a plus.

• Proficent in financial modeling, budgeting, and forecasting techniques.

• Strong analytical skills and attention to detail, with the ability to work with large data sheets.

• Working knowledge of ERP, reporting, planning, and Power BI systems.

• Has advanced Excel skills; uses complex Excel functions, Pivot Tables, and Macros.

• Excellent communication and presentation skills, with an ability to explain complex financial information.

• Expertise in advanced visualization tools is highly desirable. 

Language Skills: Speaks English fluently.

Computer Skills: Proficient in MS Office Suite and Smartsheet.

LOCATION:  This is a hybrid position. 2 days per week are required in-office (Carrollton, GA). Training will all take place at our corporate office.