Financial Analyst

3 weeks ago


Houston, United States Octagon Consulting LLC Full time
Job DescriptionJob DescriptionEssential Duties and Responsibilities:
Assist CFO and senior Finance & Administration members in each of the areas under the purview of the Finance and Administration Department. This includes but is not limited to:
  • Assist with forecasting, utilizing predictive analytical tools and spreadsheet modeling, as well as updating databases or forecasting models
  • Improve financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management
  • Reconcile transactions by comparing and correcting data.
  • Perform cost analysis process by establishing and enforcing policies and procedures; explaining processes and techniques; recommending actions.
  • Analyze current and past financial data and performance.
  • Protect operations by keeping financial information confidential.
  • Maintain technical knowledge by attending educational workshops and reviewing publications.
  • Coordinate with other members of the finance team to review financial information and forecasts
  • Review (and assist in gathering information for) monthly reports for accuracy, e.g., dashboards, and accountability reports.
  • Prepare and modify documents including correspondence, reports, drafts, memos and emails
  • Backup and assist in the processing of the purchasing card program.
  • Work with the IT department’s Sr. Business Applications Analyst on design, implementation, query, and report writing in BI 360 and other tools
  • Interact with outside consultants on Hotel Occupancy Tax (HOT) forecasting.
  • Other duties and special projects as needed

Supervisory Responsibilities:
  • This position has no personnel supervisory responsibilities; however, may assist in recruiting, selecting, orienting, and training employees.

Education and/or Experience:
  • Minimum of Bachelor’s degree in Accounting, Economics, Finance, or IT, required/
  • Five to Seven years of experience in finance and/or IT.

Knowledge, Skills, and Abilities:
  • Computer literacy with advanced knowledge in Excel and PowerPoint, BI 360, and other report-writing applications.
  • Budget software experience with preference given to experience in Budget Maestro
  • Excellent written and verbal communication skills
  • Strong math and analytical skills
  • Strong attention to detail and follow-up
  • Ability to interact effectively with all levels within the organization
  • Must be able to effectively multi-task in a fast-paced deadline-focused work environment

Work Environment:
  • Extra hours may be required to meet various deadlines during year-end closing, annual budget, and audit.

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