Financial Analyst I

Job Title

Economic Research Analyst

Job Description

Performs economic research and studies of rates of return, depreciation and investments | Analyzes profit-and-loss income statements and prepares reports and recommendations to management | Generates forecasts and analyzes trends in sales, finance and other areas of business | Researches economic progressions to assist the organization's financial planning | Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc.

Impact of the Role

General Profile

• Requires conceptual knowledge of theories, practices, and procedures within a job discipline
• Performs routine assignments using existing procedures
• Receives instruction, guidance and direction from more senior level roles
• Entry level to a professional career progression
• Consistent exercise of discretion & judgment

Essential Functions

• Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects.
• Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals.
• Reports current or expected financial performance and creates financial models to guide decision making.
• Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
• Assists in the preparation of monthly, quarterly, or annual financial statements.
• May also support corporate planning by conducting analyses of operational effectiveness and capacity utilization.

Required Qualifications

• Required education and experience: Associate's Degree and 0-3 years' experience OR Equivalent Combination of Relevant Education &/or Experience
• Critical professional related technical skills; computer skills: Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Other: Oral and written communication skills. Analytical thinking skills. Statistical knowledge. Detail oriented. Ability to meet deadlines.

Preferred Qualifications

• Preferred education and experience: Bachelor's Degree
• Discipline/Major: Finance/Accounting
• Knowledge, skills & abilities: Account reconciliation. Business valuation. Financial analysis. Financial forecasting. Trend analysis. Financial analysis software. Financial research and analytics software.

Physical Requirements

• Must be able to remain in a stationary position at a desk and/or computer for extended periods of time.
• Work primarily in a climate-controlled environment with minimal safety/health hazard potential.

Travel Requirements

Up to 25% travel likely.