Sr Financial Analyst

Job Title

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

Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines

Solves complex problems

Works independently, receives minimal guidance

May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives

Acts as a resource for colleagues with less experience

Consistent exercise of discretion & judgment

Essential Functions

Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects of public or private institutions

Collects and analyzes financial information for assigned accounts, products or product lines, or business units in order 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.

Required Qualifications

Required education and experience: Associate's Degree and 5-7 years' experience OR Equivalent Combination of Relevant Education &/or Experience

Preferred Qualifications

Preferred education and experience: Bachelor's Degree

Discipline/Major: Accounting, Finance or Business preferred

Knowledge, skills & abilities: Oral and written communication skills. Analytical thinking skills. Statistical knowledge. Detail oriented. Ability to meet deadlines.

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

No or very little travel likely.