Job Summary
• This role is responsible for conducting moderately complex financial analysis tailored to specific functions or business units, offering crucial analytics to drive key decision making. The role ensures adherence to reporting standards, collaborates with department heads on budgets and long-term plans, and produces regular and ad-hoc financial reports for stakeholders. The role also fosters a knowledge management culture, utilizing expertise to address diverse challenges within the framework of company policies and procedures.
Responsibilities
• Performs moderately complex financial analysis that is either transactional or analytical in nature, for specific functions or business units.
• Addresses complex business issues and provides valuable analytics to support key business initiatives.
• Conducts appropriate financial analysis to determine trends, observe relationships and develop ratios used in forecast models.
• Acquires a comprehensive understanding of the organization's financial processes and gains proficient knowledge of the company's operations and business.
• Establishes and maintains relationships with business leaders to ensure fulfillment of financial analyses objectives.
• Ensures compliance with reporting standards and corporate policies and the integrity of external and internal reporting.
• Collaborates with department heads to develop annual budgets and long-term financial plans.
• Generates regular and ad-hoc financial reports for management, executives, and other stakeholders.
• Develops conclusions, recommendations, and written reports, contributing proactively through research and data analysis support, and sharing knowledge to foster a knowledge management culture.
• Works independently on moderate scope problems, applying professional expertise, exercising judgment, and resolving various issues by following company policies and procedures.
Education & Experience Recommended
• Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence.
• Typically has 2-4 years of work experience, preferably in financial management, internal audit, accounting, or a related field or an advanced degree with little or no work experience.
Preferred Certifications
• Certified Public Accountant (CPA)
• Certified Financial Analyst (CFA)
Knowledge & Skills
• Accounting
• Auditing
• Automation
• Corporate Finance
• Data Analysis
• Economics
• Finance
• Financial Analysis
• Financial Modeling
• Financial Planning
• Financial Services
• Financial Statements
• Generally Accepted Accounting Principles
• Internal Controls
• Investments
• Key Performance Indicators (KPIs)
• Process Improvement
• Profit And Loss (P&L) Management
• SAP Applications
• Variance Analysis
Cross-Org Skills
• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity
Impact & Scope
• Impacts immediate team and acts as an informed team member providing analysis of information and limited project direction input.
Complexity
• Responds to routine issues within established guidelines.
Disclaimer
• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.