Financial Analyst

3 weeks ago

Seattle, United States Turning Point Strategic Advisors Full time

Turning Point is a financial advisory firm serving mid-market companies in the Pacific Northwest. We specialize in harnessing financial data for CFO consulting, scale and restructuring services, debt and capital advisory, and improved operations and profitability. We are expanding our business and are looking to add a Financial Analyst to our team. This is an excellent opportunity for someone to be a part of a collaborative team and grow with us


Job Summary:

The right candidate will be joining a strong team of Financial Analysts who will work alongside a team of Controllers. This position will be responsible for financial planning, analysis, and projection for companies and corporations. They will forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects. The candidate we are looking for must be dynamic, fast learning, and willing to jump into any task to support the company to continue to be an industry leader. The ideal candidate will be based out of Seattle, WA.


Job Duties

  • Perform financial forecasting, reporting, and operational metrics tracking
  • Perform detailed cash flow forecasting and analysis
  • Analyze financial data and create financial models for decision support
  • Report on financial performance and prepare for client reviews
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the Turning Point team to ensure accurate financial reporting
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
  • Perform detailed cost analysis
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
  • Perform market research, data mining, business intelligence, and market analysis
  • Proficiency with Microsoft Excel; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)


Important Attributes

  • Excellent interpersonal, written, and verbal communication skills
  • Strong analytical skills, the ability to understand complex data relationships
  • Proven track record for providing exceptional customer service, and excellent results
  • Highly organized and focused on follow-through
  • Able to manage multiple projects and deliverables
  • Takes pride in quality and quantity of work produced
  • Recognizes urgency in solving problems and completing critical work
  • Maintains a high level of confidentiality and discretion
  • Responds creatively to issues, change, and high growth
  • Positive, relationship-oriented attitude and communication style
  • Ability to remain calm under pressure


Qualifications and Skills

  • B.S./B.A. in Accounting, Finance or Equivalent
  • 4+ years of financial and business analytics experience
  • Solid understanding of financial statements
  • Excellent written communication and presentation skills
  • Mastery level proficiency in Microsoft Excel


Working at Turning Point

In 2021, the Puget Sound Business Journal selected Turning Point as one of the best workplaces in the PNW. Turning Point offers a generous benefits package with 100% paid premiums for both employees and dependents, a strong PTO offering, a flexible work atmosphere with an emphasis on balance, and a fun engaging team.


Turning Point values the diversity of backgrounds that employees bring to our workplace. We strive to foster an environment that is culturally competent and supports equity of treatment both internally and externally between people of diverse backgrounds, including but not limited to race, ethnicity, gender, age, ability, sexual orientation, and religion.

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