Sample Financial Analyst Job Description

Job Description

Our fiscal health has afforded us the chance to grow by leaps and bounds. Yet we’re proud to offer the same personalized, attentive service we have since we first began. To maintain our strong financial standings, we’re looking for a highly skilled financial analyst to join our team. The ideal candidate should have experience analyzing financial data and developing profit-focused action plans, including trend forecasting and variance monitoring. Additionally, they should be proficient in data visualization and modeling. The right financial analyst will have the desire to contribute from day one, helping us continue providing service that’s second to none.

Objectives of this Role

  • Monitor financial status by comparing data sets with projections
  • Improve fiscal health with thorough analyses of financial data to develop deep, actionable insights that drive business performance. This includes monitoring variances and identifying trends.
  • Develop forecast models based on comparative performance metrics to maintain the company’s forecast model and implement improvements as the business grows
  • Develop business cases to support decision-making and support pricing decisions by creating innovative strategies for cost reduction
  • Establish and guide restructured cost analysis processes by creating fresh policies and procedures

Daily and Monthly Responsibilities

  • Work directly with the VP of finance with various planning exercises, such as forecast, budgets, profitability analysis, and reporting
  • Assist in the monthly close process by analyzing trends and variances related to revenue, and compare and correct data to reconcile financial transactions
  • Develop and maintain confidential, protected databases to monitor business performance, and provide management with insights into any risks or opportunities
  • Coordinate requirements for efficient automated accounting to increase productivity and ensure verified information backups
  • Uphold standards through consolidation of quarterly reporting packages and thorough internal reporting and analysis of financial data
  • Strive to advance personal skill sets through continued engagement in networking, workshop, and advanced education opportunities

Skills and Qualifications

  • Bachelor’s degree in Finance or related field
  • Proven experience working as a financial analyst
  • Proficient with financial software application packages
  • Working knowledge of statistical analysis processes and statistical packages
  • Outstanding communication, reporting, and presentation skills

Preferred Qualifications

  • Financial forecasting and trend analytics
  • Software revenue recognition is a plus, as is experience with NetSuite and Salesforce
  • Strong familiarity with accounting, tax, and eCommerce legislation
  • Proven experience in a corporate finance setting
  • Measurable financial planning and financial strategy capabilities
  • History of standard development and implementation in a financial setting  
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