Financial Analyst

About the Role

As a Financial Analyst, you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the Twin Valley Family of Companies.

You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the “ways” we operate, embrace change, and have the resilience required to continually improve yourself. You can think creatively, adapt to evolving situations, and understand the need to collaborate with your team members and other departments. You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.

Responsibilities

You will use your Collaborative Skills to:

• Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
• Administer variable compensation plan, create, send, perform ongoing maintenance, check for accuracy, and process documentation.
• Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
• Research and implement continued automation of compensation and other recurring reporting, adding additional tools to increase efficiency and enhance visibility, as necessary.
• Support the company by completing other duties as assigned.

You will use your Technical Skills to:

• Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
• Administer and maintain compensation plans and files.
• Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
• Maintain operational and KPI analysis reports and provide recommendations for improvement.
• Develop templates for annual operating and capital budgets in partnership with the Senior Financial Analyst and company leadership; including reviewing and advising on strategies to increase efficiency.
• Maintain financial forecasting models to provide insight to future company performance.
• Ensure financial data integrity in alignment with Controller and Senior Financial Analyst.
• Develop and maintain standard costing systems and maintain pricing/cost models.
• Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
• Assist in design and maintenance of data systems and databases.
• Identify trends and developments in competitive environments and present findings.
• Ensure compliance with corporate policies and procedures.
• Perform ad-hoc data analysis, forecasting, reporting, and special projects.

Skills

• Strategic Thinking – Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
• Oral Communications – Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
• Written Communications – Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
• Presentation – Deliver business presentations to internal customers.
• Ethics – Inspire the trust of others; work with integrity and ethically; uphold company values.
• Organizational Support – Follow company policies and procedures and complete other duties as assigned.
• Customer Service – Communicate with customers, employees, and various business contacts in a prompt, professional, and courteous manner.
• Judgment – Include appropriate people in decision-making process.
• Interpersonal Skills – Maintain confidentiality; keep emotions under control; listen well; work with and communicate with all levels of management throughout the organization.
• Planning and Organization – Prioritize, organize, and manage multiple priorities and meet scheduled deadlines while handling multiple tasks; use time efficiently; plan for additional resources; set goals and objectives.
• Professionalism – Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; keep commitments.
• Adaptability – Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events. Work effectively in both independent and team settings.
• Detail & Task Oriented – Manage and follow through on multiple tasks, items, and communications in a timely manner. Perform work with an exceptional attention to detail.

Requirements

• Bachelor’s degree in Data Analytics, Finance, or related Business discipline required.
• 1-3 years of progressive experience as a business, financial, or Financial Analyst preferred.
• Database structure experience.
• Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
• Familiarity with Microsoft Power BI, ConnectWise, and Sage Intacct a plus.
• Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.

Core Values

• Humor & Fun - We enjoy spending time with each other, collaborating and sharing what makes us unique.
• Lead by Example - Always taking initiative, acting responsibly, and demanding excellence from ourselves.
• Resilience - Change is inevitable. We embrace it and use it to drive creativity and innovation.
• “Team First” Initiative - Proactively helping one another, taking individual accountability for the success of the whole team.
• Continuous Improvement - Daily improvement matters. Bold ideas move us forward.

Work Environment

• Prolonged periods of sitting at a desk and working on a computer and phone.
• Work in a general office environment.
• Travel to client and prospect locations with varying conditions.

You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.