Gathers, organizes, analyzes, and communicates relevant financial information in support of line of business partners
Analyzes, consolidates, interprets, and communicates financial data
Prepares detailed reports and presentations for review by all levels of management
Monitors business unit financial performance against plans, forecasts, and budgets
Consolidates a wide range of operating and financial projections for the development of both short-term and long-term business plans
Assists with junior analyst training and development
Offers advice and guidance to junior analysts on occasion, assisting in the development of necessary skills and promote continuous improvement initiatives
Works independently and receives minimal guidance

Requirements

Master's degree in Finance, Accounting, or a directly related field and one (1) year of experience with management financial reporting
Bachelor's degree in Accounting, Finance, or a directly related field and three (3) years of experience with management financial reporting
Basic Visual Basic for Application (VBA) and Structured Query Language(SQL) skills
Intermediate financial analysis & modeling skills
Intermediate knowledge of financial statements
Moderate Qlik skills
Strong attention to detail
Strong Essbase skills
Strong PowerPoint and Excel skills
Strong quantitative and technical aptitude
Strong verbal and written communication skills
Experience or familiarity with Capital Markets
Experience with budgeting and forecasting revenue and expenses
Series 27 or 99 License or desire to obtain
Self-motivated and comfortable working in a fast paced and dynamic environment

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Visual Basic for Applications (VBA)Structured Query Language (SQL)financial analysisfinancial modelingfinancial statementsQlikEssbasePowerPointExcelbudgeting and forecasting

Soft Skills

attention to detailverbal communicationwritten communicationself-motivatedindependent workguidance and mentoringcontinuous improvementorganizational skillsanalytical skillsinterpersonal skills

Certifications

Series 27 LicenseSeries 99 License