Senior Financial Analyst
4 weeks ago
About the Role
We are seeking a talented Financial Analyst to join our team at JACO Advisory Group. As a key member of our team, you will be responsible for providing financial analysis support to project leads and other team members.
This is a fast-paced and dynamic work environment where you will have the opportunity to learn new things and solve complex problems each day. Duties can be complex in nature and may involve access to confidential and/or sensitive information. Efficient and accurate work with a high degree of confidentiality and professionalism is a must.
Responsibilities
- Perform financial forecasting, reporting, and operational metrics tracking.
- Analyze financial data and create financial models for decision support.
- Report on financial performance and prepare for regular client reviews.
- Troubleshoot data issues.
- Establish and maintain personal rapport with clients in all departments and at all levels of the organization.
- Participate in client and prospective client meetings.
- Maintain company systems with the most up-to-date information.
- Adhere to all company policies and procedures.
- Assist with business development efforts.
- Other duties as assigned.
Requirements
- Bachelor's degree in data science, finance, or accounting.
- Understanding of Generally Accepted Accounting Principles.
Skills and Competencies
- Strong financial knowledge, analytical mindset, and problem-solving skills.
- Able to read and understand standard financial reports required.
- Understanding of pricing and costing best practices preferred.
- Highly skilled in MS Excel with the ability to write and use complex formulas, macros, VB programming language, and other advanced skills.
- SQL knowledge and experience working with relational databases, query authoring, as well as familiarity with a variety of databases is a plus.
- Tableau or Power BI experience is a plus.
- Excellent attention to detail & accuracy.
- Ability to work independently.
- Excellent interpersonal and communication skills (verbal and written).
- Excellent organization and prioritization skills.
- Knowledge of manufacturing, distribution, and industrial services is a plus.
Work Environment
- Hybrid: virtual and office.
- Duties include but are not limited to: stand, walk, twist, bend, lift, see, talk, and hear.
Additional Requirements
- Must pass background check and drug test.
- Must have a valid driver's license in good standing.
- Ability to travel domestically (10-25% of the time), including overnight as required.
- Hours of work required: 40+ hours typical, subject to work demands.
- Days of work week: Monday-Friday is typical. Some weekend work may be required.
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