Financial Business Analyst

Role Overview

The Financial Business Analyst III – Long Term Service Agreements (LTSA) plays a critical role in supporting the financial management of LTSA business divisions. This position is responsible for preparing monthly, quarterly, and annual financial statements and for performing detailed analysis of cash flow, expenditures, revenue, and investments. The role actively supports budgeting, forecasting, and long-term planning (LTP) activities by developing financial models, monitoring performance against targets, and identifying risks and opportunities. The analyst provides actionable insights and recommendations to enhance financial procedures, planning, and internal controls. Additionally, this position collects and analyzes financial data for assigned internal and external accounts, products, and product lines across all LTSA business units to support performance tracking and evaluation against financial objectives.

Key Responsibilities

• Risk Identification and Analysis: Identify, analyze, and monitor financial and operational risks within the LTSA portfolio, focusing on financial forecasts, cash flow, liability determinations, and other risk metrics.
• Operational and Financial Analysis: Conduct operational and financial analyses using innovative methods to support managerial decision-making, including data accumulation and summary.
• Financial Planning Support: Assist the Finance Lead and management with financial planning for LTSA business divisions to contribute to the company's long-term planning objectives.
• Reporting and Process Control: Support reporting, analysis, and process control for LTSA business divisions. This includes maintaining project models, assisting with quarterly project reviews, ensuring accurate percentage-of-completion (POC) calculations, and providing specific reports such as month-end reconciliations, flux analyses, forecasts, MHI reports, and audit schedules. Address ad hoc requests as needed.
• Warranty and Parts Risk Management: Track and report on warranty and parts risk management activities.
• Audit Support: Assist with internal and external audit requests by providing reports, documents, and supporting schedules promptly.
• Budget and Forecast Development: Aid management in developing budgets and forecasts.
• Additional Duties: Perform other related duties as assigned.

Requirements

• Bachelor’s or Master’s degree from an accredited college or university in Finance or Accounting with a minimum of five (5) years of related professional experience and/or training.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Knowledge of ERP systems, accounting, database, manufacturing, project management, spreadsheet, word processing, PowerPoint presentations, and email software.

Benefits

• Excellent Benefits (Medical, Dental, Vision & 401K Matching).
• Excellent development programs and advancement opportunities.
• Tuition reimbursement and on-the-job training.
• Paid vacation, sick time, and holidays.
• Committed to quality products and services.
• Great working environment and culture.
• Employee Appreciation Programs and Events.