Financial Analyst I

Position Summary

The Financial Analyst I will split their time between managing the company’s forecast model & project-based work. This includes developing & distributing reports, analyzing market data, improving and/or automating processes, & analyzing margin enhancement opportunities.

Key Performance Areas (Essential Functions Of The Position)

• Maintain & continue to develop quarterly rolling forecast process & 5-year company plan.
• Lead forecasting process & assist managers with forecasting.
• Coordinate with various teams to gather and explain data from multiple sources to formulate forecasts.
• Design new metrics and prepare reports to monitor forecast accurately.
• Evaluate all sales and forecast patterns.
• Develop & upgrade modeling techniques to improve forecast projections for assigned processes.
• Stay current on market trends and competitive activity.
• Utilize Power BI and Vena to create reports as assigned.
• Maintain Power BI datasets & build new ones if necessary.
• Identify & improve company processes.
• Pull datasets and perform ad hoc reports as needed.
• Build ROI models for investment/development opportunities.
• Assist the Director of Strategic Analysis by performing other related duties as assigned.
  
  

Experiences / Education Requirements

• Bachelor’s degree in finance or related field.
• One to five years of experience preparing analyses and forecasts.
• Strong research and analytical skills.
• Experience in building or working with large datasets.
• Expert Microsoft Excel skillset.
• Knowledge of SQL, DAX, VBA or HTML code is a plus.
• Good communication skills, both verbal and written.
• Highly organized and performs well under pressure.
• Detail-minded with excellent follow-up.
• Creative problem-solving skillset.
• Team player, motivator, and active participant regardless of the task.
  
  

Working Conditions

• Typical repetitive office work- PC, telephone, and live meetings.
• May be remote.
• Able to lift 20 lbs. without issue.
  
  

Travel Requirements

• 5-10% travel- Domestic
  
  

Experience Preferred

• 1 - 5 years: Preparing analyses and forecast
  
  

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.