Financial Analyst

Job Title: Financial Analyst - Systems and Reporting

Job Overview: We are seeking a Financial Analyst with strong systems and technology skills to join our team. This role will be instrumental in leveraging data analytics, financial software, and reporting tools to improve the financial insights and operational efficiency of our small business. The ideal candidate has a knack for translating data into actionable insights, streamlining reporting processes, and creating effective tools to support strategic decision-making.

Key Responsibilities:

• Design, develop, and maintain financial reports and dashboards to support business analysis, budgeting, forecasting, and performance tracking.
• Leverage financial systems and software to automate and improve the accuracy and timeliness of reporting, minimizing manual processes.
• Gather, analyze, and interpret data to provide insights into financial performance, identifying trends, variances, and areas for improvement.
• Collaborate with key stakeholders to understand reporting needs and develop tailored solutions that enhance data visibility and support informed decision-making.
• Lead initiatives to optimize financial processes, including data collection, consolidation, and reporting workflows.
• Perform ad hoc financial analysis and modeling to support business planning, new opportunities, and special projects.
• Maintain and improve existing financial systems; identify opportunities for system enhancements and process automation.
• Troubleshoot and resolve reporting or system issues to ensure reliable data access and reporting.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
• 3+ years of experience as a Financial Analyst, preferably with a focus on financial systems and reporting.
• Advanced proficiency in Microsoft Excel; experience with financial systems (e.g., QuickBooks, NetSuite, SAP) and data visualization tools (e.g., Power BI, Tableau) is a plus.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Proven experience in creating financial reports and dashboards that enable data-driven decision-making.
• Ability to work independently in a small business environment, managing multiple priorities and adapting to change.
• Excellent communication skills to effectively translate technical data into clear, actionable insights for non-technical stakeholders.