Financial Analyst

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Job Position Summary:

The Financial Analyst holds a pivotal role in the financial health and strategic decision-making processes of the organization. This position requires a keen eye for detail, strong analytical skills, and a deep understanding of financial principles. The primary responsibility of the Financial Analyst is to analyze and prepare financial data, prepare reports, and provide insights to support informed decision-making by the Director of Finance. The Financial Analyst will collaborate with cross-functional teams and plays a crucial role in driving financial performance and supporting strategic decision-making within the organization.

Responsibilities and Duties:

• Financial Analysis & Reporting: Conduct comprehensive analysis of financial data, including revenue analysis, asset and resource performance, and financial modeling. Specifically, identifying trends, variances, patterns, and opportunities for improvement to support strategic planning and budgeting processes.
• Forecasting & Budgeting: Assist in the modeling of financial forecasts and budgets by providing accurate and insightful analysis. Collaborate with various cross-functional teams and departments to gather relevant data and ensure alignment with organizational goals.
• Reconciliation: Perform data reconciliations between financial and operational reporting sources to ensure accuracy and completeness of financial data. Investigate and resolve any discrepancies or variances identified during the reconciliation process.
• Cost & Key Performance Analysis: Prepare and report Corporate KPI’s as well as conduct cost-benefit analysis and cost-control initiatives to optimize resource allocation and improve profitability. Identify areas of inefficiency or overspending and recommend strategies for cost reduction.
• Compliance & Recordkeeping: Maintain accurate financial records to ensure compliance with company policies, client compliance, and regulatory compliance. Additionally, collaborate with auditors and/or other regulatory bodies to provide necessary information and analysis as required.
• Confidentiality: This position is privy to a high level of confidential and secure information. Strict adherence, discretion, and professional judgment is required to protect and guard the information provided and generated.
• Process Improvements: Continuously evaluate and improve financial processes and procedures to enhance efficiency, accuracy, and internal controls. Identify opportunities for automation and leverage technology to streamline workflows.
• In addition to the responsibilities and duties listed above, this position may be required to perform other duties as required to support the needs of the department or organization. These duties may vary based on business needs and may include additional responsibilities.

Qualifications:

• Ability to work independently as well as in a team environment.
• Capable of managing multiple tasks and projects simultaneously.
• Comfortable working under pressure or strict deadlines.
• Demonstrated ability to solve problems and formulate recommendations.
• Excellent communication skills.
• Exceptional attention to detail.
• Effective writing and analytical-thinking skills.
• Passion for learning and personal growth, specifically when it comes to technology.
• Possess organizational and prioritization skills.
• Self-starter with high degree of integrity, and professionalism.

Education and Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field preferred.
• Experience 2+ years in the professional services and/or financial reporting preferred.
• Proven experience in financial analysis, budgeting, and forecasting.
• Proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, SAP, QuickBooks).
• Strong understanding of accounting principles and financial regulations.