Financial Analyst

What will you be doing? Forecasting Develop and maintain the company’s long-term financial plan, integrating key business drivers and strategic initiatives. Coordinate and prepare the annual budget, working closely with various departments to ensure accuracy and completeness. Create and update financial forecasts, providing variance analysis against budget and prior forecasts. Compile and prepare deliverables used to present financial results to Senior Management, including detailed analysis and executive summaries. Assist in the creation of presentations for executive review, and other strategic forums. Perform various analytical tasks and special projects as assigned, providing insights and recommendations based on findings. Conduct detailed financial and operational analyses to support business decisions and strategy development. Assist in the development and implementation of analytical tools and models for both project-specific and ongoing business needs. Define, develop, and track key performance indicators (KPIs) and metrics to measure business performance. Generate and deliver detailed reports on KPIs and metrics, identifying trends and providing actionable insights. Verify the accuracy of financial data and reports, ensuring consistency and reliability of information. Act as a financial resource and support to other business units, addressing queries and providing guidance as needed. Pricing Analysis and Sales Team Advisement Regularly assess product profitability by analyzing costs, revenues, and other relevant factors. Update underlying assumptions such as cost structures, pricing models, and market trends to ensure accuracy. Provide insights and recommendations based on profitability analysis to optimize product performance. Collaborate with Sales leadership to understand business needs and requirements related to internal pricing tools. Provide support in the development, updating, and enhancement of pricing tools based on feedback and findings. Communicate effectively with Sales leadership to ensure alignment between financial analysis and sales strategies. Utilize Power BI to create comprehensive reports for management, highlighting key financial trends, patterns, and predictions. Interpret data and provide meaningful insights to stakeholders, supporting strategic planning and business decisions. Analyze client profitability by evaluating revenue streams, costs, and resource allocations. Prepare detailed reports and presentations outlining profitability metrics for individual clients. Identify opportunities for improving profitability and provide recommendations to the business. Engage in ad-hoc analytical tasks and special projects as assigned by management. What are we looking for? Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field or equivalent work experience Additional education, certifications, or other distinctions are a plus Experience with financial software such as Power BI, Excel, and other data analysis tools Experience with ERP and financial modeling software Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Word, PowerPoint, Project, Visio, SharePoint etc.) 2-4 years’ experience Breadth and depth of expertise in a technical or functional area; knowledge of work processes and tools is generally limited to own area of responsibility or department Collecting and analyzing raw data to identify trends, patterns, anomalies, and other helpful information. Reviewing and improving analytics processes, methods, and tools to increase efficiency, accuracy, and security Benefits: Health Insurance Vision Insurance Dental Insurance Life and Disability Insurance Flexible Spending and Health Savings Accounts Employee Assistance Program 401(k) plan with Company Match Paid Time Off (PTO) Paid Holidays, Bereavement, and Jury Duty Paid Pregnancy/Parental leave Paid Military Leave Tuition Reimbursement Pay: We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $60,800.00 - $86,640.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings. Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a person with a disability needing assistance with the application process, please contact View email address on click.appcast.io This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr Holman