Financial Analyst

ESSENTIAL JOB FUNCTIONSPrepare daily, weekly, monthly, and ad hoc financial/operational analysis reports routinely and in a timely manner.Data gathering, research, and analytical abilities, along with managing workflows for tasks, queries, and issues.Quickly handle sensitive ad-hoc requests by providing the requester the appropriate information.Develop financial modeling and analysis relevant to firm needs and industry trends.Work closely with department leaders and practice group administrators to develop reports and produce clear presentations to assist with management across the firm.Assist in the preparation and analysis of the overall firm's budgeting and forecasting efforts.Identify opportunities to improve our forecasting offerings and have the hard skills to convert these ideas into practice.Learn a complex budgeting application with two distinct interfaces (Microsoft Excel client and internet/web client).Utilize external data to benchmark firm performance and opportunities. EDUCATION AND EXPERIENCE: 3+ years of related experience.Bachelor's degree in Finance, Accounting, Business, or another degree emphasizing data analysis preferred.Experience in an Analyst role strongly preferred.Expert in Excel and comfortable in PowerPoint.Experience with financial analysis, financial reporting, and budgeting/forecasting.Experience with business applications outside of Microsoft Office.Experience working with large datasets in Microsoft Excel, SQL, SSRS, Tableau, R or other BI data visualization tools.Experience with relational databases and OLAP cubes.Experience querying and validating data.Experience with financial modeling and basic statistics.KNOWLEDGE, SKILLS, AND ABILITIES: Highly responsive with a strong sense of time management and the ability to meet aggressive deadlines efficiently and effectively.Self-motivation and flexibility; ability to navigate roadblocks and deal with the unplanned and unexpected to find alternative ways to get things done.Strong attention to detail is a must.Excellent interpersonal skills and team orientation; ability to work well with others at all levels.Must be analytical, inquisitive, and want to make a contribution to the department and Firm.Strong written, verbal communication and interpersonal skills.Ability to maintain and develop relationships with stakeholders.

Created: 2025-01-16