Financial Analyst Job Description
Representative Functions
Prepare monthly, quarterly, annual and ad-hoc financial reports and analyses
Perform financial forecasting and operational metrics tracking
Analyze financial data and create financial models for decision support
Report on financial performance and prepare for regular leadership reviews
Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
Provide analysis of trends and forecasts and recommend actions for optimization
Recommend actions by analyzing and interpreting data and making comparative analyses
Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
Increase productivity by developing automated reporting/forecasting tools
Perform market research, data mining and business intelligence
Maintain a strong financial analysis foundation creating forecasts and models
Proficiency with Microsoft Excel; familiarity with data query/data management tools is extremely helpful
Minimum Qualifications
4+ years of accounting, finance or other relevant experience
High proficiency in financial modeling techniques
Strong fluency with Excel formulas and functions including VLOOKUP’s and pivot tables
Bachelor’s Degree in Accounting, Finance or Economics from an accredited college or university
Strong analytical and data gathering skills
Good business acumen
Strong interpersonal skills, including written and oral communication skills
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