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Financial Analyst

3 months ago

Ridgefield Park, United States Intelliswift Full time

Job ID: 24-03049 Financial Analyst

Pay rate range: $30/hr. to $32/hr. on w2.

Ridgefield Park, NJ, USA -40 hrs/wk, hybrid (4 days onsite/1 day remote)

12 Months

Top Skills:
1) Advanced excel skillsets, 2) Strong analytical skills with attention to detail and accuracy, 3) Ability to work independently and manage one's time

Summary:
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

Skills:
Verbal and written communication skills, attention to detail, and critical thinking.
Basic ability to work independently and manage ones time.
Basic ability to analyze business trends and project future revenues and expenses.
Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
0-2 years financial and/or accounting experience required.

Key Notes/ Necessary Attributes
•Bachelor's Degree in Accounting/Finance or Mathematics with 1-2 years of relevant experience
•Advanced Excel skills
•Strong verbal and written communication skills
•Strong analytical skills with attention to detail and accuracy
•Accurate and timely analysis working with large multi-variable data sets
•Ability to handle multiple requests and re-prioritization in a fast paced environment
•Ability to work independently and manage one's time
•Sales Incentive (VIR) program
o Independently manage Display Division's Sales Incentive Programs and being the point of contact for Display Product Marketing team
o Analyze weekly sell thru report to identify sales target status for incentive programs, send weekly updates in PDF attachments to sales team
o Create a weekly dashboard report on the incentive programs for PM team
•Reseller Spiff program
o Validate S/N and process Spiff claims
o Create a monthly report on the Spiff claims vs sell thru
o Hold a monthly call with an agency that administers the Spiff promotions
•Sales Deduction Conditions
o Assist with Roadmap IR cost simulation and condition submissions
o Review condition requests for accrual logic and cost validation
•Assist with CMF (Current Month Forecast) system upload processes
•Assist in ad hoc requests and various operational activities