Financial Analyst
4 weeks ago
Job Description
Job Description Salary:
Financial Analyst
Who we are:
White Tail Automation and the Crimson Group of Companies provide our clients with high-value automation, instrumentation, electrical design, and process operation solutions.
With the capabilities of a large enterprise, and the agility and responsiveness of a small company, we are a customer-focused provider of automation and integrated solutions. We provide total integration of design, project management, panel manufacturing,
installation/commissioning,
maintenance, and repair for North America and select international markets.
What we Offer:
Competitive salary and a comprehensive benefit package.
A laptop and cell phone reimbursement.
An environment of continuous learning with the opportunity to enhance your skills & experience and grow within the organization.
The opportunity to participate in charitable events through our charity, RedTail Community Foundation.
Position Overview:
This position reports to the Controller and will be responsible for the creation and maintenance of financial statements and
budgeting/forecasting
models to assist management in strategic planning, monitoring company performance, and making data-driven decisions.
Principal responsibilities are:
Create Financial Statements in PowerBI to mirror current financial statement formats that exist in Excel by linking PowerBI directly to source data from QuickBooks Online.
Create Budgeting and Forecasting models in PowerBI.
Provide analytical support in capital expenditure, margin analysis, and cost variation, and respond to ad-hoc questions from management and internal departments.
Prepare daily and weekly operational reports for management review and decision making.
Ongoing development and refinement of financial models and other analytical tools to enhance the efficiency of business applications and processes.
Assist operational managers in understanding their business unit’s financial performance.
Maintain excellent working relations with all members of the Finance/Accounting team as well as others outside the department.
Desired Qualifications:
Bachelor’s degree in Accounting or Finance.
Solid understanding of financial statements and basic accounting principles.
At least 3 to 5 years of experience working as an analyst in a financial setting, involving the use of advanced spreadsheet functions, databases, and reporting tools.
Proficiency with PowerBI and Microsoft Office applications, including advanced Excel knowledge.
Experience working with QuickBooks Online.
Ability to work effectively with large amounts of data, drill down into details, and provide incisive high-level overviews.
Organized, strong attention to detail, an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
Outstanding communication and interpersonal skills.
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