Financial Analyst

1 week ago


Tomball, Texas, United States TUMI TECHNOLOGY & INNOVATIONS INC Full time $80,000 - $120,000 per year

Job Overview

We are seeking a dynamic and detail-oriented Financial Analyst and Admin assistant to join our team and drive strategic financial insights that support our organization's growth and stability. In this role, you will leverage your expertise in financial concepts, data analysis, and business intelligence tools to evaluate financial performance, develop forecasts, and inform decision-making processes. Your analytical skills will help optimize budgeting, cost management, and investment strategies, ensuring our financial health remains robust and aligned with our strategic objectives. This position offers an exciting opportunity to work with cutting-edge financial software and contribute to impactful business analysis initiatives.

Responsibilities

  • Collect, analyze, and interpret complex financial data to identify trends, variances, and opportunities for improvement.
  • Develop comprehensive financial models using tools such as Excel, VBA, Power BI, Tableau, and Hyperion to support forecasting and strategic planning.
  • Prepare detailed financial reports including profit & loss statements, cash flow analyses, and variance analyses that clearly communicate insights to stakeholders.
  • Conduct cost accounting and governmental accounting analyses to ensure compliance and optimize resource allocation.
  • Utilize SQL queries and ERP systems to extract relevant data for in-depth financial analysis and business intelligence reporting.
  • Support budgeting processes by creating accurate forecasts and scenario analyses that inform long-term planning efforts.
  • Perform quantitative research and analysis using Bloomberg terminals, financial software, and other tools to evaluate investment opportunities and risk factors.
  • Collaborate with cross-functional teams on business analysis projects that enhance operational efficiency and strategic decision-making.

Qualifications

  • Proven experience in financial analysis within corporate finance or investment banking environments.
  • Strong proficiency in Microsoft Excel including pivot tables, data visualization techniques, and advanced functions; familiarity with VBA is a plus.
  • Experience working with Tableau, Power BI, Hyperion or similar business intelligence tools for data visualization.
  • Knowledge of SQL for data collection and manipulation; experience with ERP systems is highly desirable.
  • Solid understanding of financial concepts such as profit & loss management, cash flow analysis, budgeting, forecasting, and cost accounting.
  • Ability to interpret complex financial data accurately while communicating findings clearly through written reports or presentations.
  • Familiarity with governmental accounting standards and financial report writing is advantageous.
  • Excellent math skills combined with strong analytical thinking; capable of performing quantitative research and strategic planning effectively. Join us as a Financial Analyst to unlock the power of data-driven insights that propel our organization forward We value energetic professionals who thrive on problem-solving, innovation, and making a tangible impact through strategic financial analysis.

  • Executive Assistant

  • Provide administrative support to the CEO

  • Coordinate external meetings

  • Take meeting minutes

  • Coordinate caterings

  • Coordinate all travel and logistics for trips

  • Process travel visas if necessary

  • Manage documents and confidential information with discretion

Bookkeeping/Finance

  • Maintain accurate financial records

  • Record financial transactions

  • Manage AR and AP daily

  • Reconcile bank accounts

  • Generate financial reports

  • Communicate with CFO, company accountant, and bank representative as necessary

  • Communicate with vendors as necessary

  • Process credit applications

  • Assist in the PO process

Job Type: Full-time

Pay: $60, $75,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person