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Lead Financial Analyst
2 months ago
Company Overview
This role is crucial in the evaluation, recommendation, and execution of profit enhancement initiatives, strategic alignment projects, and the attainment of revenue and profit targets. Financial Analysts collaborate with various departments including Marketing, Sales, Forecasting & Planning, and Financial Accounting to gather data and assess the financial feasibility of new products, promotions, and strategic initiatives. This position supports key leadership in recognizing, implementing, and monitoring productivity enhancements.
Who You Are
You are an individual eager to shape your own career path. You seek an organization that offers opportunities to explore your interests across different functions and locations. In this role, your title is just the beginning of your journey. To qualify, you should possess over 3 years of experience as a Financial Analyst, with a proven track record of surpassing objectives and delivering exceptional financial analysis. You are motivated by success and are committed to helping others achieve their goals.
Key Responsibilities
- Conduct financial assessments of all new projects, products, and promotions related to designated business lines.
- Independently evaluate proposed projects or initiatives to determine their financial justification.
- Formulate annual budget plans and analyze monthly performance against these plans for assigned departments.
- Develop essential performance metrics for non-financial managers to enhance their operational efficiency.
- Identify, analyze, and report on key business indicators that influence growth, profitability, and the achievement of strategic goals.
- Provide analytical and problem-solving support to key management personnel.
- Lead category teams and other departments in identifying and executing profit enhancement projects.
Qualifications
- Willingness to relocate as needed.
- Bachelor's Degree in Finance, Accounting, or Economics with outstanding academic performance.
- Minimum of 3 years of experience in a financial analyst role, with a strong preference for FP&A experience.
- Solid financial acumen.
- Exceptional analytical and problem-solving capabilities.
- Excellent communication skills.
- Advanced proficiency in Excel; familiarity with VBA and SQL is advantageous.
- Ability to manage and prioritize multiple projects effectively.
- Capacity to perform essential duties with efficiency and precision.
Essential Characteristics
- A natural inclination towards continuous improvement and problem-solving.
- A collaborative mindset with a willingness to engage in active idea sharing.
- Strong organizational skills and the ability to multitask in a dynamic environment.
- Ability to maintain consistent quality under tight deadlines while paying attention to detail.
- Self-motivated with a strong sense of ownership and accountability.
- Excellent written and verbal communication abilities.
- Proficient in analyzing problems and developing solutions independently.
- Detail-oriented with strong organizational skills.
- Ability to work autonomously and professionally.
- Capacity to perform under pressure.
- Proficient in Excel and word processing applications.