Financial Analyst

About the role

The role of the Analyst is to provide analytical support and coordination. The role will provide business analysis in support of the account team and client's business needs. The Analyst will collaborate with the Account Team, Client, and other team members throughout the process to coordinate team members, schedules, and activities in support of the program.

Responsibilities

• Understand our business - Demonstrate familiarity with all facets of the client’s business and exhibit an understanding of services provided and customers served.
• Solutioning - Document requirements and assist in analyzing and reviewing potential solutions.
• Examine and analyze financial information such as budgets, forecasts, income and expense statements and periodic operating results.
• Contribute as an active and positive member on project teams to deliver or exceed project outcomes.
• Research and prepare reports, analysis and recommendations for financial-based analysis.
• Improve and innovate - Constantly look for ways to improve the way we work and the solutions we offer to our business and our client.
• Reporting - Organize program data into logical communication and messages as part of client presentation materials and management analysis reports.
• Communicate effectively with work partners and the Client, on financial data related to project creation, budget codes, active projects, closed projects, and historical data findings.
• Frequent WebEx meetings and phone calls followed-up by emails is required.
• Validate the accuracy of financial information within multiple systems across client platform.
• Analyze data from different sources, document and follow-up on variances.
• Facilitate the transfer of knowledge about the big picture, meeting capital management targets, to others e.g., coach/counsel a project manager on processing financial transactions or publish quick reference guide on how to close projects.
• Audit project budgets and milestones ensuring that timely project updates are made within project management technology solution.
• Detail Accountabilities

Requirements

• Bachelor’s Degree required
• 3-7 Years previous experience preferred
• Outstanding customer service skills required.
• Must have basic understanding of PowerBI and other data and dashboard technology.
• Proficiency in Microsoft Excel (Ability to connect multiple data sets either through Power Query or the use of formulas to create consolidated tables, Familiarity with advanced functions (INDEX, MATCH, XLOOKUP / HLOOKUP / VLOOKUP, UNIQUE, etc.), Expert level pivot table comprehension, Familiarity with dynamic filtering options (slicers, formulas, tables, etc.), Understanding of conditional formatting and general visualization practices, Ability to visually represent information through use of the right charts, tables, and key information callouts, Attention to detail and comprehension of good data analytics practices (check, double check, evaluate the information upstream in the model to ensure that there are no anomalies created through the combination of data, etc.)
• Must possess excellent time management skills and be adaptable to change
• Ability to apply basic math, including adding, subtracting, multiplying, and dividing in all units of measure, using whole numbers, common fractions, and decimals
• Ability to communicate verbally in one-on-one situations with management and co-workers; listen to others without interrupting and get clarification when needed
• Strong attention to detail and focus on quality and accuracy
• Ability to take initiative, including asking for and offering help when needed; performs work independently without being prompted
• Ability to prioritize and plan work activities; use time efficiently; and work within deadlines
• Language Skills: Ability to read and interpret documents. Ability to write routine reports and correspondence. Ability to speak effectively in front of customers or employees. Ability to read, write and understand the English language. Ability to communicate verbally in one-on-one situations with customers, management and co-workers, and the ability to listen to others without interrupting and get clarification when needed.
• Mathematical Skills: Ability to work with mathematical concepts. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Reasoning Ability: Must be able to solve practical problems involving several concrete variables in situations where limited standardization exists. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to read, analyze and interpret simple and complex instructions, work orders, and technical procedures. Ability to research and resolve issues relating to projects. Ability to perform repetitive mental functions.