Job Description

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data – and create financial models for decision support
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting and decision support
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide cost analysis process by establishing and enforcing policies and procedures
• Provide analysis of trends and forecasts and recommend actions for optimization
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Increase productivity by developing automated reporting/forecasting tools
• Perform market research, data mining, business intelligence, and valuation comps
• Maintain a strong financial analysis foundation creating forecasts and models
• Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools extremely helpful (Access, SQL, Business Objects)

Financial Analyst Job Description – Basic Qualifications

• 0-3+ years of business finance or other relevant experience
• High proficiency in financial modeling and techniques
• Strong fluency with Excel formulas and functions
• BA, BS, or B.Com degree required (Bachelor’s Degree in Accounting/Finance/Economics)
• Strong analytical and data gathering skills
• Good business acumen

Financial Analyst Job Description – Preferred Qualifications

• 3-5+ years of business finance or other relevant experience
• MBAs are preferred
• Finance, Accounting, Economics, or Statistics are preferred major fields
• Proven work experience in a quantitatively-heavy role
• FMVA or similar designations preferred
• Strong quantitative and analytical competency
• Self-starter with excellent interpersonal communication and problem-solving skills
• Advanced knowledge of Excel