Financial Analyst III

Job Responsibilities

• Aid in maintaining financial forecast models for projecting, monitoring, and analyzing corporate earnings / EPS, cash flow trends, operating and financial leverage metrics, strategic planning initiatives, and pro-forma transactions.
• Develop and improve new forecast models, analysis tools, routines, and reports to enhance forward-looking visibility into business operations.
• Contribute to the production of an annual forecast book, documenting model output schedules, assumptions, and summarized projected results for senior management.
• Collaborate with project sponsors and owners to define business and functional requirements, write business and functional requirements, identify project team members, and review with sponsors.
• Create appropriate activities, tests, communications, or similar to support project delivery, track status, identify milestones, and manage risks.
• Schedule and conduct project meetings to ensure issues are identified and resolved.
• Manage the annual budgeting process, perform monthly and quarterly variance analyses.
• Collaborate with finance and accounting leadership to complete projects, improve analysis practices, address project priorities, and manage data flow and deadlines.
• Continuously recommend improvements to analysis, modeling, tools, and processes.

Requirements

• Minimum of a Bachelor’s degree in Finance, Mathematics, Statistics, or a related field.
• At least five (5) years of financial analysis, consulting, banking, or accounting experience with a focus on quantitative and financial analysis, forecasting, and scenario/sensitivity analysis.
• Experience building, modifying, maintaining, and reviewing financial models primarily in MS Excel for senior-level managerial decision-making.
• Corporate finance experience, including capital structure and leverage analysis, calculating WACC, peer group ratio and valuation metrics analysis, and financial statement analysis is preferred.

Qualifications

• Detail-oriented with a keen eye for quality control and presentation of work.
• Motivated to improve models and analysis, propose new approaches, and provide actionable insights based on analysis.
• Self-motivated and driven to meet tight deadlines while maintaining high-quality standards.
• Ability to establish and maintain positive working relationships with internal and external clients.
• Ability to interpret and explain complex rules, regulations, policies, and procedures, and make decisions based on analysis.