Financial Analyst FL

1 month ago


saint petersburg, United States Creative Financial Staffing Full time

Financial Analyst

Our client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting.
About the company and opportunity:

  • This company is a growing PE company headquartered right here in St Petersburg
  • This company has been around for 20+ years and continues to show steady growth
  • This company boasts a collaborative team
  • Great benefits and PTO
  • Gives back to the community by partnering with a number of local charities and non-profits
Overview of the Financial Analyst:
  • The Financial Analyst will work with the Director of Accounting & Sr Financial Analyst to drive the financial planning of the company by analyzing its performance and risks
  • Prepare and maintain annual company and division operating budgets and monthly forecasts
  • Prepare monthly, quarterly, and annual reports including profit and loss by division, forecast vs budget by division, and projected liquidity by division
  • Performs comprehensive financial analytics for operating expenses and business plans
  • This Financial Analyst will assist with audit requests pertaining to lenders
  • Participates in projects to enhance financial reporting capabilities

Preferred Qualifications for the Financial Analyst

  • Bachelor's degree in Accounting or Finance
  • 1+ years of relevant experience
  • Proficient in Excel, including VLOOKUPs, Pivot Tables, Index Match, and nested formulas
  • Experience in Real Estate or Banking industry (+)

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