Analyst, FP&E
About The Position
Supporting one of CTDI's divisions, the Financial Analyst will support the financial functions of the division. Participates in daily P&L reporting. Ensures completeness of revenue and expenses through GL close. Works closely with FP&E leadership to monitor forecasting and GL accuracy for the assigned division. Conducts trend analysis, develops, and monitors budget and monitors invoicing process for accuracy. Monitors the financial inventory control process. Working with branch management prepares annual budgeting. Monitors client invoicing, AP, and AR for accuracy and completeness. Will prepare customer invoices or work directly with the Billing Team to prepare them. Acquires data from primary or secondary data sources and maintains databases/data systems. Develops queries and calculations for financial reports. Identifies, analyses, and interprets trends and provides ongoing reports. Analyzes and evaluates key elements of the customer's program such as 3rd party expense analysis, order activity trends, inventory control and key performance metrics. Works closely with management to prioritize business and information needs. Locates, defines, and recommends new process improvement opportunities.
Requirements
- B.S. Degree in Accounting, Finance, or other related field or equivalent combination of education and experience.
- 0-2+ years’ experience in a financial role.
- Demonstrated knowledge of MS Excel.
- Technical expertise regarding data models, and data mining.
- Knowledge of and experience with financial statements.
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Adept at queries, summarizing data and presenting findings.
- Ability to work well in a matrix-structured environment.
- Proactive problem-solving ability.
- Strong organizational and follow-up skills.
Responsibilities
- Participates in daily P&L reporting.
- Ensures completeness of revenue and expenses through GL close.
- Works closely with FP&E leadership to monitor forecasting and GL accuracy for the assigned division.
- Conducts trend analysis, develops, and monitors budget and monitors invoicing process for accuracy.
- Monitors the financial inventory control process.
- Working with branch management prepares annual budgeting.
- Monitors client invoicing, AP, and AR for accuracy and completeness.
- Will prepare customer invoices or work directly with the Billing Team to prepare them.
- Acquires data from primary or secondary data sources and maintains databases/data systems.
- Develops queries and calculations for financial reports.
- Identifies, analyses, and interprets trends and provides ongoing reports.
- Analyzes and evaluates key elements of the customer's program such as 3rd party expense analysis, order activity trends, inventory control and key performance metrics.
- Works closely with management to prioritize business and information needs.
- Locates, defines, and recommends new process improvement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
