Financial Analyst

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