Financial Analyst

Position Summary

The Financial Analyst is responsible for analyzing financial data, creating reports, forecasting trends, and supporting business decision-making. This role works closely with finance, accounting, and leadership teams to ensure accurate budgeting, planning, and financial performance tracking.

Key Responsibilities

1. Financial Analysis & Reporting

• Analyze financial statements, cash flow, and performance metrics.
• Prepare monthly, quarterly, and annual financial reports.
• Monitor key financial indicators and provide insights to management.

2. Budgeting & Forecasting

• Assist in developing annual budgets and financial forecasts.
• Track budget variances and provide explanations for deviations.
• Support scenario planning and financial modeling.

3. Data Modeling & Insights

• Build and maintain financial models (Excel, Power BI, Tableau).
• Interpret data trends and provide recommendations for business improvement.
• Conduct cost-benefit and ROI analyses.

4. Business Support

• Collaborate with cross-functional teams to gather financial inputs.
• Provide analytical support for strategic initiatives, investments, and projects.
• Review financial performance of departments and products.

5. Compliance & Documentation

• Ensure financial practices comply with GAAP and company policies.
• Prepare documentation for audits and regulatory requirements.
• Maintain accurate and organized financial records.

Required Skills & Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Strong proficiency in Excel (VLOOKUP, Pivot Tables, Macros preferred).
• Experience with financial modeling and forecasting.
• Familiarity with ERP systems (SAP, Oracle, NetSuite) and BI tools.
• Strong analytical, mathematical, and problem-solving skills.
• Excellent communication and presentation abilities.