Financial Analyst

Description

Job Title

Financial Analyst

Position Description

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Roles Responsibilities

• Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.

• Ensure accuracy and compliance in all financial transactions.

• Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.

• Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.

• Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

Skills

• Verbal and written communication skills, attention to detail, and critical thinking.

• Ability to work independently and manage ones time.

• Ability to analyze business trends and project future revenues and expenses.

• Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.

• Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.

• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education

• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.

• 5-7 years financial and/or accounting experience required.