Senior Financial Analyst

Job Duties

· Responsible for the month end reporting and analysis process, including the preparation and review of profit and loss statements and KPIs to ensure overall accuracy of the reports.

· Perform monthly variance analysis of actual to budget and/or forecast results for monthly deliverables to senior management.

· Ensure costs are properly captured and reported.

· Apply strong analytical skills to understand the root cause of variances.

· Develop budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual budgets.

· Prepare and design ancillary business/financial models and other special projects as needed.

· Understand the internal legacy computer systems in order to retrieve historical data, including downloads of data into Excel or other applications.

· Ensure financial processes and reports meet corporate and industry guidelines.

· Analyze monthly department spending and communicate trends with Sr. Management.

· Work with department heads to manage spending, identify problem areas, and support financial aspects of new corporate projects.

· Collaborate and suggest in the development or adjustment of Key Performance Indicators to drive business decisions, processes, and optimizations.

· Create internal management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.

· Prepare monthly reports and variance analyses for management review, participate in short and long-range financial planning and forecasting, and prepare ad-hoc financial analyses and reports.

· Support the implementation of financial reporting and planning systems.

· Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors.

· Develop procedures, schedules, and materials for the quarterly forecast process.

· Continuously improve, automate, and simplify processes to help drive better decision-making.

· Seek process improvements and drive them to completion within Finance and the larger organization.

· Other duties as assigned.

Requirements

Education and/or Experience

· Bachelor’s Degree in Business Administration, Finance, Accounting, or related fields required. MBA is a plus.

· 5+ years of progressive, professional experience with financial analysis or corporate finance or equivalent combination of education and experience.

· Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results.

· Experience with financial systems, BI reporting tools, Dynamics 365, Workday Adaptive Planning, Oracle Hyperion, NetSuite, Salesforce, CRM, PowerBI, and Tableau.

· Extensive knowledge of Microsoft Office Suite, including advanced Excel skills, Outlook, Teams, PowerPoint, and Word.