Financial Analyst

Responsibilities

• Lead monthly financial analysis, identifying trends, risks, and opportunities to inform decision-making during the forecasting and reporting process.
• Provide comprehensive financial support, including program performance analysis, quarterly forecasting, and P&L variance analysis.
• Partner with Sales, Repairs, and Product Line teams to drive the monthly forecasting process, ensuring accuracy and timeliness.
• Develop and deliver financial reports for forecasting, trending, and variance analysis tailored to management needs.
• Prepare journal entries, calculate accruals, and perform account reconciliations as part of the month-end close process.
• Prepare and distribute monthly Statements of Account to customers, supporting the Principal Specialist with credit and collection activities.
• Conduct quarterly maintenance of customer accounts, ensuring accuracy and compliance with company policies.
• Troubleshoot and provide daily support to the business on credit collection processes, resolving discrepancies and ensuring timely payment.
• Proactively collaborate with internal teams to drive resolution of credit-related issues and optimize cash flow.
• Develop and distribute standard reporting related to credit collections and accounts receivables.

Requirements

• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas) and PowerPoint for financial modeling and presentations.
• Strong knowledge of GAAP, financial analysis principles, and complex accounting systems.
• Preferred experience with OneStream, Blackline/ARMs, Hyperion HFM, and SAP.
• A high attention to detail, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to present financial data clearly and concisely to diverse audiences.

Qualifications

• A Bachelor’s degree in Finance or Accounting is required.
• An equivalent combination of formal education and directly related experience will be considered.