What are the responsibilities and job description for the Chartered Financial Analyst position at American Screening Corporation?
We are building a sophisticated finance organization modeled on the discipline found inside high-performing private equity portfolio companies, investment firms, and institutional corporate finance teams.
We are seeking an exceptional FP&A Financial Analyst, preferably a CFA Charterholder or CFA candidate, who can turn financial and operating data into decisions.
This is not primarily a bookkeeping position.
The analyst will help leadership understand:
Where are we making money?
Where are we losing money?
Why?
What happens next?
Where should we deploy capital?
- What must management change?
- You will provide the financial intelligence required to allocate capital, improve EBITDA, protect liquidity, evaluate investments, and scale multiple businesses.
Core Responsibilities
Financial Planning & Analysis
Own and continuously improve:
- Annual budgets
- Monthly forecasts
- Rolling 13-week cash-flow forecasts
- Rolling 12–24 month forecasts
- Three-statement financial models
- P&L forecasting
- Balance-sheet forecasting
- Cash-flow forecasting
- Department budgets
- Business-unit forecasts
- Headcount planning
- Capital expenditure planning
- Forecasts must be dynamic operating tools—not spreadsheets created once per year and forgotten.
Private Equity-Style Performance Analysis
Develop reporting similar to what a sophisticated PE sponsor would expect from a portfolio company.
Analyze:
- Revenue
- Gross profit
- Gross margin
- Contribution margin
- EBITDA
- Adjusted EBITDA
- Operating expenses
- Working capital
- Free cash flow
- Cash conversion
- Customer profitability
- Product profitability
- Business-unit profitability
- Sales productivity
- Customer acquisition economics
- Inventory efficiency
- Accounts receivable
- Accounts payable
- Debt obligations
- Liquidity
Build clear Actual vs. Budget vs. Forecast vs. Prior Period reporting.
Identify the operational causes behind variances—not simply the accounting differences.
CEO / Executive Dashboard
Develop an executive financial dashboard providing leadership with rapid visibility into:
- Revenue
- Gross margin
- EBITDA
- Cash
- Debt
- Working capital
- A/R aging
- A/P
- Inventory
- Sales pipeline
- Bookings
- Customer concentration
- Forecast accuracy
- Business-unit performance
- Product profitability
- Capital requirements
Determine true profitability by customer, product, channel, sales representative, and business unit where data permits.
Strategic Finance
Partner directly with executive leadership on:
- Pricing decisions
- Margin improvement
- Cost reduction
- Hiring decisions
- Sales compensation
- Capital allocation
- New product launches
- New markets
- Vendor negotiations
- Make-vs.-buy analysis
- Acquisition opportunities
- Investment decisions
- Debt repayment
- Capital raising
The analyst must be willing to challenge assumptions with data.