Financial Analyst

3 weeks ago


Brentwood, United States Formōs Resources Full time

Summary:

Our client is seeking a highly analytical and detail-oriented Financial Analyst to join their team. The Financial Analyst will play a crucial role in analyzing financial data, forecasting future financial performance, and providing actionable insights to drive strategic decision-making. This position will support various departments and senior management with financial planning, budgeting, and reporting.

 

Key Responsibilities:

- Analyze financial data and trends to support decision-making processes.

- Prepare monthly, quarterly, and annual financial reports, including variance analysis.

- Assist in budgeting, forecasting, and financial modeling.

- Monitor and analyze key financial performance indicators (KPIs) and business metrics.

- Conduct financial analysis for specific projects, business cases, and capital investments.

- Collaborate with cross-functional teams to gather data and insights for financial evaluations.

- Identify areas for cost reduction and operational improvements.

- Maintain and update financial models to forecast business performance and assist in long-term planning.

- Assist in preparing presentations for senior management, investors, and stakeholders.

- Stay current on financial regulations, industry trends, and economic developments.

 

Key Competencies:

- Analytical thinking

- Attention to detail

- Financial acumen

- Communication skills

- Problem-solving


Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

 

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

 

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

 

Computer Skills:

To perform this job successfully, an individual should have knowledge of Word, Excel, Netsuite, Quickbooks Online, Paychex, Google Suite.

 

Education/Experience:

Bachelor’s degree in Finance, Accounting, Economics, or a related field. A master’s degree is a plus

 

Equipment:

●      Computer

●      Copier

●      Calculator

●      Phone

 

Knowledge, Skills, and Other Abilities:

●      Ability to pivot and multi-task

●      Time Management

 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to use hands, talk or hear. The employee is frequently required to sit, reach with hands and arms. The employee is occasionally required to stand, walk, climb or balance, stoop, kneel, crouch or crawl, taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, ability to adjust focus.

 

The noise level in the work environment is usually moderate.





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