Financial Analyst
The Financial Analyst will have an active and critical role in the Company’s budgeting and forecasting process. The selected applicant will be heavily involved in financial reporting to internal and external stakeholders, covenant compliance and cash flow analysis. In addition, the role supports investment, acquisition, and financing activities through the building and maintenance of predictive financial models and by generating key financial analysis to potential investors and/or debt providers.
This is an exciting role with a high growth company. The ideal candidate will be comfortable dealing directly with executive level personnel and outside stakeholders and be able to think outside the box on financial issues and problem solving. He or she will have superior organizational and time management skills as they will be expected to work and prioritize multiple concurrent projects. Flexibility is critical and the selected applicant will be comfortable with non-recurring project responsibilities and with changing project parameters and priorities.
Responsibilities:- Work with the executive team and department heads to develop and maintain the Company’s annual operating budget and forecast including:
- Assist executive team in development of company-wide spending targets
- Receive budget estimates from operating departments and critically examine for accuracy and completeness.
- Prepare monthly forecast to actual expense fluctuation reports for discussion with budget leaders
- Assist in reforecasting as necessary throughout the year
- Prepare weekly revenue forecasts and analyze fluctuations on a real time basis
- Prepare and analyze balance sheet and cash flow forecasts. Develop critical assumptions related to working capital, capital expenditures and debt.
- Take full administrative ownership of the budget and forecast models
- Prepare month-end financial reporting package for distribution to executive team, board of directors, and external stakeholders
- Monitor compliance with bank covenants and available borrowings
- Assist in preparation of financial models, targeted financial information and presentations for executive team, board of directors, and outside parties as necessary
- Work on various financial projects necessary to support the executive team, accounting and finance function, and corporate development. Such projects may be unpredictable and occur at unscheduled times.
- Bachelor’s degree in finance or accounting required.
- 1+ years financial management and budget management experience. CPA or CPA candidate preferred but not required.
- Experience preparing financial models
- Possess superior Excel skills. Candidates will be required to pass an excel skills test.
- Experience with Google Sheets also a plus.
- Solid understanding of financial statements and financial accounting concepts
- Ability to prepare cash flow statements
- Experience with third party budgeting software a strong plus
- Experience in a fast paced, client service environment; a high sense of urgency, a positive attitude.
- Excellent communications skills
- Must be detailed-oriented with strong analytics skills
- Possession of strong organizational and time-management skills and the ability to understand and prioritize multiple deadlines.
- Successful completion of a company standard analytics examination.