SUMMARYThe Senior Financial Analyst will utilize their accounting/finance, analytical, and modeling skills to support the analysis of Ultimus’ financial performance and the forecasting of future performance. KEY ACCOUNTABILITIES BUDGETING AND FORECASTINGPrepares Ultimus and business unit operating budgets.Budget, revenue, and cost variance analyses.Financial planning, modeling, and forecasting.Trends analysis of current and historical financial data and performance.DECISION SUPPORTAnalyzes, reports, maintains, and helps set key KPI’s.Supports development of workforce capacity and asset-based fee models.Supports preparation of reports and projections based on analysis.Coordinates with members of the finance team to update financial information and forecasts.Assists with special projects as assigned from the finance team including the evaluation of acquisitions, new business, and product opportunities.WORKING RELATIONSHIPSContact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.May perform other duties as required and assigned. KNOWLEDGE, SKILLS, AND ABILITIES (KSA’s)KNOWLEDGEFinance and accounting concepts.NetSuite ERP, NetSuite PBCS, and Salesforce.Microsoft Office Suite.Adobe Acrobat.SKILLS AND ABILITIESQuantitative and analytical orientations.Solid financial modeling skills.Aligns associates with company values and goals.Plans and delegates the work of others.Motivates and inspires others.Assesses performance of self and associates to make improvements or take corrective action.Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.Troubleshoots issues utilizing creative and critical thinking skills.Multitasking, analytical, and organizational skills.Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.Demonstrates personal integrity, responsibility, and accountability.Effectively uses resources such as time and information in conjunction with associates.Participates in solving problems and making decisions.Presents and expresses ideas and information, written and oral, clearly, and concisely.Actively listens to others to achieve understanding and supports an open exchange of ideas and information.Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion. EDUCATION AND EXPERIENCEBachelor’s degree in finance, accounting, or related field.3 years of experience in finance or accounting.Equivalent education, experience, and KSA’s will be considered.