What are the responsibilities and job description for the Financial Analyst position at double kwik?
Childers Oil Co. Inc.
Financial Analyst
Department: Corporate Office
Job Status: Full Time
FLSA Status: Exempt
Reports To: CFO
Grade/Level: 1
Amount of Travel Required:
Job Type: N/A
Positions Supervised: N/A
Work Schedule:
Regular office hours and additional time required by developing situations.
POSITION SUMMARY
The Financial Analyst is responsible for collecting, analyzing, and interpreting financial data to support decision-making processes within the organization. This role plays a critical part in budgeting, forecasting, financial planning, and performance analysis. The Financial Analyst will collaborate with various departments to evaluate business performance, identify financial trends, and provide actionable insights to improve profitability and operational efficiency. Strong analytical skills, attention to detail, and the ability to communicate financial information clearly to both financial and non-financial stakeholders are essential for success in this role.
Essential Job Functions
- Conduct Financial Analysis:
Analyze financial data and trends to support budgeting, forecasting, and strategic planning efforts.
- Prepare Financial Reports:
Create monthly, quarterly, and annual reports to track company performance against financial goals.
- Develop Forecasts and Budgets:
Assist in the development and management of annual budgets and long-term financial projections.
- Monitor Financial Performance:
Track key performance indicators (KPIs), identify variances, and provide recommendations to improve financial outcomes.
- Support Decision-Making:
Provide financial insights and data-driven recommendations to management and business units.
- Data Management and Modeling:
Build and maintain complex financial models to evaluate business scenarios and investment opportunities.
- Cost and Revenue Analysis:
Analyze cost structures and revenue streams to identify areas for cost savings and revenue enhancement.
- Collaborate Across Departments:
Work closely with operations, sales, and senior leadership to understand business needs and align financial planning.
- Ensure Compliance:
Maintain compliance with financial regulations, accounting standards, and internal controls.
- Present Findings:
Prepare and deliver presentations on financial performance and forecasts to internal stakeholders.
POSITION QUALIFICATIONS
Competency Statement(s)
- Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
- Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
- Energetic - Ability to work at a sustained pace and produce quality work.
- Enthusiastic - Ability to bring energy to the performance of a task.
- Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
- Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
- Initiative - Ability to make decisions or take actions to solve a problem or reach a goal.
- Self-Motivated - Ability to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative.
- Oral Communication: Ability to communicate effectively with others using spoken words, drafting reports, business communication, and creating charts and spreadsheets.
- Conceptual Thinking - Ability to think in terms of abstract ideas.
- Accuracy - Ability to perform work accurately and thoroughly.
- Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Education:
- Bachelor's degree in accounting, Finance, Economics, or a related field or equivalent experience.
- A master’s degree or relevant certification (e.g., CFA, CPA) is a plus.
Experience:
- Minimum of 3–5 years of experience in financial analysis, budgeting, forecasting, or a related finance role.
- Proven experience in developing and analyzing financial models, reports, and forecasts.
- Experience working with cross-functional teams and presenting financial data to non-financial stakeholders.
Required Skills/Abilities:
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, formulas) and Microsoft Word.
- Experience with financial analysis tools or ERP systems (e.g., SAP, Oracle, QuickBooks, or similar).
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Ability to interpret complex financial data and present clear, actionable insights.
- Ability to manage multiple priorities and meet tight deadlines.
- Ability to work independently and collaboratively within a team.
- Valid Driver’s License (if role includes site visits or off-site meetings).
Certifications &
Licenses:
Licenses:
N/A
Other Requirements:
N/A
Prepared By:
Cheyenen Tackett
Date:
6/16/2025
Approval:
Date:
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The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide general guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.