Independently build financial models in Excel and in other financial analysis software
Develop and update pricing models that capture key economic considerations for new opportunities
Leverage PowerBI to drive analysis of historical performance and trends
Lead standing monthly reporting activities, including summary financial results for the Board, reporting package for the executive management team, cost of capital updates and communication to the businesses, updating interest rate curves in the planning system, and other recurring deliverables
Act as a subject matter expert for our financial budgeting and planning system
Assist in budget and forecast preparation; support variance and trend review and evaluation; participate in iteration with business unit management and finance teams
Lead analysis initiatives as necessary
Perform interest rate risk management analysis and support ongoing hedging program
Contribute analysis to key strategic initiatives, including valuation activities, M&A, and benchmarking
Support the drafting of materials for the Board, management, lenders, and other critical stakeholders that communicate financial performance and business updates
Perform various ad hoc financial analysis as directed
Perform other duties as assigned to ensure successful achievement of departmental and company objectives
Requirements
Bachelors degree in Finance, Accounting or a related field
2-3 years of experience as a Financial Analyst or in a similar role
Expertise in Excel and financial modelling, including forecasting, variance analysis, and identifying trends
Proficiency working in a large-scale ERP environment and with financial budgeting and planning software (Workday Adaptive preferred)
Experience with data analysis tools (e.g., Power BI, Tableau, etc.)
Ability to work independently and structure analysis
Ability to communicate financial information and data insights in a crisp, narrative format (e.g., PowerPoint)
Strong and effective communication skills, both written and verbal
Keen attention to detail and ability to ensure an accurate work product
Strong business acumen
Strong analytical problem-solving skills with the ability to think critically
Ability to work effectively with people at all levels of an organization
Understanding of accounting principles, GAAP, and financial statements
Demonstrated record of persistence, including comfort and resiliency through ambiguity and incomplete information
Growth mindset that welcomes collaboration, feedback, and continuous improvement
Benefits
Includes comprehensive medical, dental, and vision insurance plans, including HSA and FSA accounts with employer contributions toward HSA
Includes a 100% Company-paid disability and life insurance plans
Includes a 401K plan with company match PLUS additional end-of-year funding
Provides paid vacation time (tiered based on tenure), as well as personal time, sick days and summer half days for certain roles
Provides 10 paid holidays annually
Provides paid parental leave for new parents, as well as a monetary gift towards a 529 education account
Provides a confidential Employee Assistance Program
Provides training and tuition reimbursement
Provides community service opportunities, charity match opportunities, employee recognition programs, and many celebrations
Remote work flexibility with 3 days in office and 2 days remote (for full-time roles)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communication skillsanalytical problem-solvingattention to detailbusiness acumenindependencecritical thinkingcollaborationadaptabilitynarrative communicationresiliency