Financial Analyst Sr (IT Financial Analyst)

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Job description

Financial Analyst Sr (IT Financial Analyst)

The Financial Analysts will develop, interpret and implement financial concepts for financial planning and control for the assigned BU. Financial Analysts will be experts in their designated area; support FPNA tasks; conduct customer financial analysis/profitability; deliver value at the BU level; forecasting; pricing requests; customer reporting.

GENERAL DUTIES & RESPONSIBILITIES:

• Performs technical analysis to determine present and future financial performance.
• Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Meets with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets.
• Researches and compiles data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
• Tracks revenue and expenses on a monthly basis, comparing actual to forecasted figures and makes necessary adjustments.
• Performs economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
• Prepares reports for management summarizing results of research, analyses and evaluation of any discrepancies.
• Gathers and analyzes current data to aid in estimating future expenditures.
• Performs other related duties as assigned.

EDUCATIONAL REQUIREMENTS:

• Bachelor's degree in accounting or the equivalent combination of Education, training, and work experience.

GENERAL KNOWLEDGE, SKILLS & ABILITIES:

• Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards.
• Communicates ideas both verbally and in written form in a clear, concise, and professional manner.
• Ability to analyze and solve problems using learned techniques and tools.
• Analytical and statistical examination skills.
• Ability to understand and apply learned concepts.
• Attention to detail, accuracy and confidentiality.
• Demonstrated ability to plan and accomplish work to ensure critical deadlines are met.
• Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software.
• Ability to establish and maintain effective working relationships with employees, clients and public.

PHYSICAL/EMOTIONAL DEMANDS & WORK ENVIRONMENTS:

• For roles located in office or home settings; this job is primarily sedentary and may involve repetitive motions; the employee is regularly required to sit, use hands and fingers, speak, and hear.
• For roles located in the field; this job is primarily active; the employee is regularly mobile and must be able to utilize transportation (such as driving), sit, use hands and fingers, speak, and hear.
• The employee is occasionally required to stand, walk, and lift objects (up to 10 lbs. weight; up to 4 ft. height).
• Specific vision abilities required by this job include ability to see things from a close distance and ability to adjust focus.
• The work environment utilizes florescent lighting; noise level is moderate.
• The emotional demand of the job may cause undue stress from, but not limited to, moderate/heavy workload.
• Reasonable accommodations will be individually assessed and possibly made to enable individuals with disabilities to perform the essential functions of the position.
• Please be advised the job description is subject to change at any time.

Financial Analyst Senior

Advanced professional role requiring high skill with extensive proficiency. Works independently with only administrative supervision and the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer needs to be consulted. Wide latitude for independent judgment and is expected to provide guidance and cross-training to others. Effectively communicates with all levels of technical and non-technical personnel. Consults with senior peers on moderate to complex processes to learn through experience. Typically requires a minimum of 5 to 7 years professional experience in a finance role or related discipline. Certification is required.

EEO Employer

Work from Home, United States