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Financial Analyst
1 week ago
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
- 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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