Overview

 Summary:

The Financial Analyst works closely with the Financial Planning and Analysis Director. This role will analyze current and financial data and performance, prepare reports and projections based on analysis to share with leadership team, identify trends and provide recommendations and prepare financial models and forecasting to support firm growth initiatives and business model.

Core Responsibilities:

• Analyze current and financial data
• Prepare reports and projections
• Identify trends

Essential Functions:

• Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing
• Assemble and summarize data to structure sophisticated reports on financial status and risks
• Develop financial models, conduct benchmarking and process analysis
• Conduct business studies on past, future and comparative performance and develop forecast models
• Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis
• Track and determine financial status by analyzing actual results in comparison with forecasts
• Reconcile transactions by comparing and correcting data
• Drive process improvement and policy development initiatives that impact the function
• Maintains database by entering, verifying, and backing up data.
• Protects operations by keeping financial information confidential.
• Maintains technical knowledge by attending educational workshops; reviewing publications.
• Contributes to team effort by accomplishing related results as needed.

Nonessential Functions:

· Performs other duties as directed by the Financial Planning and Analysis Director

Supervisory Responsibilities:

No

Conditions:

• Moderate overtime required throughout the year
• Heavy sitting for extended periods in front of a computer
• Travel, including overnight, may be required approximately 5% of time
• Minimal Hazards

Minimum Qualifications:

• BS degree in Finance, Economics or related field
• Proficient in spreadsheets, databases, MS Office and financial software applications
• Ability to design financial models and present findings
• Outstanding presentation, reporting and communication skills

Success Factors:

• Ability to perform several tasks concurrently with ease and professionali
• Ability to communicate clearly and concisely, verbally and in writing, in Englis
• Must be able to keep client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skill

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Date: May 22, 2024

Salary:

$63,000-$85,000