Financial Analyst/Business Analyst

TEKsystemsCharlotte, NC
Hybrid

About The Position

Responsible for providing analytical, operational, and administrative support to deliver desired business outcomes and to enhance the effectiveness and efficiency of the broader technology organization. This role will involve performing financial analysis, analyzing data, managing and disseminating KPIs, and assisting with various organizational initiatives. This role will collaborate closely with internal stakeholders and work across departments to build relationships for informed and effective decision making and facilitating effective communication on processes. In addition, this role has the unique vantage to understand processes that directly impact technology readiness and budget targets, and how to streamline and simplify for maximum efficiency.

Requirements

  • Must be a WIZ with Excel
  • Good Financials knowledge
  • Strong SQL and Data Skills
  • Ability to do reporting and presenting to leadership team
  • Strong Financials person
  • Must be good with Financial Data
  • Must be well spoken and sharp and able to present to execs
  • Financial acumen - budgeting and forecasting experience, ensuring financial accuracy, integrity, and clarity
  • Presentation and Reporting - experience preparing KPIs and Visualizations for an Executive audience to support decision making
  • Strong financial/business reporting and data analysis
  • Strong Project Management skills with ability to drive results
  • Ability to work independently with minimal supervision
  • Analytical and problem solving skills
  • Excellent oral and written communication skills
  • Excellent time management and prioritization skills
  • Microsoft Office (Word, PowerPoint,etc) proficient
  • Intermediate to Advanced Excel level
  • Strong EQ

Nice To Haves

  • Banking Experience
  • IT Experience

Responsibilities

  • Supporting executive leadership team on key team projects and initiatives
  • Process review and improvement – assessing and streamlining workflows for maximum efficiency
  • Creation of executive level presentations and reporting packages
  • Business management - KPI creation and reporting, correlating consulting activities to outcomes.
  • Data administration and analysis for client insights
  • Performing financial analysis, analyzing data, managing and disseminating KPIs, and assisting with various organizational initiatives.
  • Collaborating closely with internal stakeholders and working across departments to build relationships for informed and effective decision making and facilitating effective communication on processes.
  • Understanding processes that directly impact technology readiness and budget targets, and how to streamline and simplify for maximum efficiency.
  • Building a table in Excel
  • Navigating within large Excel Docs
  • Formatting a table in Excel
  • Creating Pivot Tables in Excel
  • Managing a $200 Million portfolio with substantial growth expected
  • Presenting financial data to executives
  • Digging through systems to find information
  • Challenging people on their numbers and explaining discrepancies
  • Ensuring data quality and accuracy is completed
  • Identifying, assigning, tracking, escalating, and resolving issues as they arise

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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