Financial Analyst I

About the Role

This individual will be required to perform economic research and studies of rates of return, depreciation and investments. Analyze profit-and-loss income statements and prepares reports and recommendations to management. Generate forecasts and analyzes trends in sales, finance and other areas of business. Research economic progressions to assist the organization's financial planning. Create financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc.

Impact of the Role

• Requires conceptual knowledge of theories, practices, and procedures within a job discipline
• Performs routine assignments using existing procedures
• Receives instruction, guidance and direction from more senior level roles
• Entry level to a professional career progression
• Consistent exercise of discretion & judgment

Essential Functions

• Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects
• Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals
• Reports current or expected financial performance and creates financial models to guide decision making
• Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls
• Assists in the preparation of monthly, quarterly, or annual financial statements
• May also support corporate planning by conducting analyses of operational effectiveness and capacity utilization

Required Qualifications

• Associate's Degree and 0-3 years' experience OR Equivalent Combination of Relevant Education &/or Experience
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Oral and written communication skills
• Analytical thinking skills
• Statistical knowledge
• Detail oriented
• Ability to meet deadlines

Preferred Qualifications

• Bachelor's Degree in Finance or Accounting
• Account reconciliation
• Business valuation
• Financial analysis
• Financial forecasting
• Trend analysis
• Financial analysis software
• Financial research and analytics software

Physical Requirements

• Must be able to remain in a stationary position at a desk and/or computer for extended periods of time
• Work primarily in a climate-controlled environment with minimal safety/health hazard potential

Travel Requirements

Up to 25% travel likely.