Financial Analyst

The Financial Analyst works under the direction of the Team Manager of Financial Planning & Analysis and plays a key role in planning, budgeting, forecasting and variance analysis for the organization. Develop, interpret and implement moderate to complex financial analysis projects. Requires strong analytical and communication skills and a broad knowledge of accounting practices and procedures.

Key Responsibilities:

• Monthly Expense Analysis: performs actual vs budget analysis by Cost Center and Department. Provides written drivers as to variances. Builds reports as needed.

• Support Monthly Project Financials: performs analysis to allocate time-tracked expenses for IT; provides support to IT on variances.

• Assists in annual budget, plan and forecasting process. Provides timely and effective support to organization during the build process. Be an effective resource for operational managers as they prepare their budgets, including participating in Finance’s budget training for the company.

• Becomes an expert in the Workday/Adaptive ERP Finance system reporting capabilities: designs, implements, and trains where necessary various reports, dashboards, and scorecards. Becomes fluent in Workday Reporting.

• Analyze all expenses pre and post allocation for expense ratio contributions to product lines. Maintain annual planning Allocation model.

• Effective communication skills- communicates (written and oral) clearly and concisely even when addressing complex matters.

• Participates in annual competitor analysis review

• Partakes in various financial projects as needed

• Work closely in a team environment to meet all deadlines and prioritize workflow

Required Skills

• Bachelor’s Degree in Finance is required.
• 2-5+ years of Finance experience required.
• High Excel skills and the ability to learn cloud based financial systems.
• Excellent customer service, communication and collaboration skills.