Financial Analyst V

The main functions of a Financial Analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical Financial Analyst is responsible for analyzing and communicating financial information for clients. The ideal candidate has strong proficiency in Excel, experience with enterprise financial systems (e.g., SAP, Anaplan, or similar planning tools), and a working knowledge of procurement and cost center structures. They should be highly organized, comfortable navigating ambiguity in a fast-paced environment, proactive in surfacing issues before they escalate, and possess strong written communication skills to field a high volume of stakeholder inquiries efficiently. A self-starter mindset, comfort with repetitive process work, and the ability to synthesize financial data into clear status updates are critical.

Responsibilities

Monitoring actuals vs. plan; Managing P0 investment priorities; Identifying and flagging areas of underrun; Serving as a first responder for Business Partner (BP) queries related to purchase orders (POs), cost center setup, and headcount (HC) configurations, and general budget policy questions; Running, refreshing and maintaining weekly reports and dashboards to maintain canonical views of Headcount-related metrics; Ensuring leadership and cross-functional partners have access to accurate, up-to-date HC data for planning and decision-making

Requirements

Bachelor's degree in accounting or related financial discipline required; Strong Financial Planning and Analysis (FP&A) experience (Operating Expense (Opex) management, budget cycles, project planning); Advanced Excel; Financial systems knowledge + ability to analyze/synthesize data for executives and business partners; Verbal and written communication skills, attention to detail, and critical thinking; Strong ability to work independently and manage one's time; Strong ability to analyze business trends and project future revenues and expenses; Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data; Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting; Previous experience with computer applications, such as Excel and PowerPoint, and any other related financial software

Nice to have

Familiarity with reporting/dashboard tools; Ability to work independently with minimal hand-holding (quick ramp-up); Comfort pulling from multiple data sources; Ability to thrive in a fast-paced environment

Benefits

Medical insurance; Dental insurance; Vision insurance; 401(k) retirement plan; Long-term disability insurance; Short-term disability insurance; 5 personal days accrued each calendar year; 10-15 days of paid vacation time; 6 paid holidays and 1 floating holiday per calendar year; Ascendion Learning Management System