What are the responsibilities and job description for the Financial Analyst position at DTM Executive Search, Inc.?
Immediate need for an FP&A Associate to be responsible for the analysis and reporting of monthly financial and operational data to senior management and private equity sponsor. The Company is an industry leader and private equity sponsored with the intent to grow the business through acquisition. The Company’s fast-paced culture has an evolving finance function that will provide significant opportunities for exposure, leadership, professional growth and development. The FP&A Associate will be an integral part of the finance team and MUST be able to fulfill a quality of earnings (QoE) role.
****The job is located in South Florida****
****Only candidates local to Palm Beach County Florida will be considered****
****NO relocation assistance***
What you will be doing:
- Prepare monthly and quarterly and adhoc reporting packages for management and the private equity sponsor, this includes 13-week cash flow and 5-year cash flow forecast
- Develop, track, and maintain KPIs for numerous lines of business owned by the company
- Demonstrate full understanding and ownership of financial statements and financial data to calculate adjusted EBITA and understand the quality of earnings
- Assist with preparing and assessing weekly and monthly operational KPIs and project performance reports
- Engage in detailed financial forecasting, budgeting and variance analyses
- Assist with developing and maintaining ancillary budget models based on assumptions from various departments
- Analyze data from different sources and systems to complete root cause analyses, communicate strategic and operational insights, and make commercial recommendations
- Review and analyze monthly and quarterly Profit & Loss results by business and asset to identify discrepancies and provide variance explanations to management
- Assist with creating and maintaining financial forecast models in Excel and assist with developing custom system reports
- Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
- Provide continuous improvements and feedback on the FP&A process to create efficiencies and best practices
- Respond to and generate ad hoc analytics and reports.
Qualifications:
- Bachelor's degree with a preference for a major or significant coursework in Finance, Accounting, Economics, or Mathematics
- Expert level user with Microsoft Office Excel and Microsoft Power BI
- 1-3 years of experience in financial analysis, strategy, or corporate planning role
- Excellent technical and analytical skills
- Exceptional attention to detail
- Good business judgement with ability to use data to draw conclusions and discern commercial implications
- Demonstrated ability to analyze operational and financial statements
- Self-starter with ownership mentality
- Highly organized with excellent communication skills (both written and verbal)