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Financial Analyst

3年 之前发布

Job Functions 

  • Work on improving the effectiveness and efficiency of management reporting, delivering sustainable financial tools to keep the company on course
  • Ability to take an ambiguous concept/task and complete in an effective way with minimal direction and improve processes, enhance usability of templates, and automate recurring analyses
  • Produce regular, recurring reports, ensuring accuracy, validity, and clean presentation. Provide insight into past performance and future trends and distill learnings and KPI’s into actionable information
  • Develop modeling, forecasting, and other analytical tools to improve planning and decision-making approaches across the organization
  • Prepare and distribute management report packages including variances, trends, benchmarks, and goals
  • Provide ad-hoc analysis to resolve issues and support business decisions 
  • Use technology solutions and tools to create systems & dashboards that enable teams to have appropriate visibility to financial data
  • Provide fact-based insights into variances and trends
  • Manage and develop financial reports that align, and simplify monthly business reviews, annual planning, and forecasting processes

Qualifications

  • Strong technical knowledge of financial analysis products including Excel (expert level) & SQL (strong working knowledge).
  • Strong analytical skills 
  • Active listening & strong ability to gather requirements
  • Ability to work well with and be helpful to others at all levels
  • Ability to work in an environment with shifting priorities
  • Proven experience in analysis, modeling, and reporting financial performance
  • Bachelor degree in finance or accounting 
  • 3+ years’ experience working in financial analysis, preferably with experience working with financial services or insurance
  • Excellent written and oral communication and presentation skills; effective in creating strong business partnerships with operations
  • Willingness to work a flexible schedule
  • Limited travel requirement, if any, for branch visits, training, and conferences

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