Lead Financial Reporting Analyst

1 week ago


Chester, South Carolina, United States TruVista Communications Inc Full time
Job Overview

This position is primarily remote, with occasional visits to the office for training and collaborative meetings.

Are you seeking a chance to advance your career and prepare for your next professional milestone? Will you take initiative and embrace the challenge of linking financial and operational outcomes within a culture of teamwork and trust? This role offers the opportunity to gain invaluable experience while working directly with the VP of Financial Planning and Analysis, where you will be the subject matter expert assessing historical and current financial data to monitor the company's financial performance against established plans and identify areas for enhancement.

Position Summary:

The Senior Financial Reporting Analyst is tasked with preparing and interpreting financial information for senior management, including department heads, C-Suite executives, and investors. Reporting directly to the Vice President of FP&A, this role is pivotal in budget and forecast preparation, as well as in analyzing actual results and collaborating with various stakeholders to provide insights and support.

Key Responsibilities:

  1. Developing Long-Term Strategic Planning Models:
  • Overseeing plan compilation, review, and validation.
  • Documenting assumptions.
  • Participating in executive reviews.
  1. Engaging in Financial Review Meetings:
  • Collaborating with all stakeholders to ensure comprehensive communication of key drivers and outputs during the forecasting cycle and related analyses.
  • Validating variances against forecast assumptions and producing updates, scorecards, and business trigger metrics for executive review.
  • Reviewing statistical forecast controls.
  • Delivering analytics on significant variances with clear and actionable communication.
  1. Supporting Business Decision-Making:
  • Creating business case models.
  • Reviewing and analyzing business plans for expansions, new market entries, and other capital investment initiatives.
  • Assisting the sales team in evaluating deals and structuring for optimal profitability.
  • Participating in the capital expenditure approval process by reviewing approval documents, capital forecasts, monthly accruals, and scorecard results.
  • Gathering and validating data for revenue, expenses, capital, and operational statistics to support a comprehensive strategic planning process.
  • Reviewing and analyzing monthly financial statements, including forecast variances, trends, and normalized activity levels.
  1. Facilitating Organization-Wide Forecasting Processes:
  • Ensuring forecasts align with overall strategic objectives and business conditions.
  • Validating data inputs and calculations to maintain forecast integrity.
  • Developing, producing, and presenting relevant reports and presentation materials for executive review, including annual Board documents and interim updates.
  • Supporting the distribution of forecast data to other stakeholders.

Minimum Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 4+ years of relevant experience in financial analysis or accounting.
  • Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, graphs, macros, and complex formulas.
  • Thorough understanding of Generally Accepted Accounting Principles (GAAP).
  • Working knowledge of constructing Income Statements, Balance Sheets, and Cash Flow Statements.
  • Proven expertise in financial analysis, forecasting, strategic planning, and financial data interpretation.
  • Extensive experience in cost analysis and comparisons across various time intervals.
  • Highly organized with the ability to prioritize multiple tasks and demonstrate excellent time management skills.
  • Effective communication skills, both verbal and written, with the ability to build trust across the organization.
  • Adaptability and flexibility to support and manage change.

Preferred Qualifications:

  • Advanced degree or certification (MBA, Masters in Accounting, CPA, etc.).
  • Experience in the telecom industry or related fields.
  • Familiarity with Netsuite ERP or similar financial planning tools.
  • Critical thinking skills and creativity in problem-solving, with the ability to identify opportunities for process improvement.


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