Job Summary

The Financial Analyst will drive business performance by providing financial and strategic insight through sound financial analysis, identifying and tracking key metrics, and being a valued business partner.

Essential Functions:

Works cross functionally to ensure customers are invoiced timely and accurately, necessary adjustments are made to customers’ invoices, and month-end close and required journal entries are accurately booked.
Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information and identifying key points.
Performs general ad hoc analysis of financial and operational data for trends and variances and presents findings to finance management.
Uses historical trend information along with changes in market and business environments to create projections used for the budgeting or forecasting processes.
Identifies trends and developments in competitive environments and presents findings to finance management.
Manage large data sets from disparate sources for data mining, analysis, and research project.
Develop financial models for what-if analysis, scenario planning, and M&A activities.
Works collaboratively with team members and other departments.

Knowledge and Skills/Technology Used:

  • Finance and Accounting – Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data.
  • Mathematics & Analytics – Ability to understand, manipulate and solve problems using mathematics on large data sets.
  • Computer Skills – Advanced on Microsoft Office Products, particularly Excel and PowerPoint.
  • Problem Solving – Identifying problems and reviewing related information to develop and evaluate options and implement solutions.
  • Organizing, Planning, and Prioritizing Work – Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • Good communication skills, both written and verbal.
  • Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Judgment and Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one
  • Familiar with standard concepts, practices and procedures of the business.


Bachelor’s degree or equivalent combination of education and experience

Range of Experience:

2- 4 years of experience in the field or related area