Financial Analyst I
About The Position
The Financial Analyst I will analyze financial data to support the organization and business leaders in making informed decisions. This entry-level role requires critical thinking and organization skills. They will be able to work with large sets of complex data, and possess basic excel modeling skills. Proficiency in identifying and correcting errors to ensure accurate, high-quality work is a requirement. The Financial Analyst I will work independently and in a team environment collaborating with the Finance and Accounting team, the Finance and Operational leadership teams, and various team members across the organization.
Requirements
- Bachelor’s degree in Finance, Accounting, or related field.
- 3+ years of experience in financial analysis, preferably with exposure to travel or expense management.
- Strong analytical and problem-solving skills.
- Proficiency in Excel, financial modeling, and data tools (e.g., Power BI, COGNOS).
- Experience with ERP systems and travel management platforms (e.g., ExpenseWire, Concur, Oracle).
- Knowledge of travel industry trends and vendor management.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Responsibilities
- Monitor compliance with travel policies and identify cost-saving opportunities.
- Analyze travel-related expenses and trends across departments and regions.
- Prepare monthly, quarterly, and annual reports on travel spend and performance metrics.
- Assist in development and maintenance of travel budgets and forecasts in collaboration with finance managers and department heads.
- Support audits and ensure accurate documentation of travel expenditures.
- Provide financial insights and recommendations to improve travel efficiency and reduce costs.
- Update T&E and Corporate Credit card policies including lodging, meals and mileage limits.
- Train on expense reporting policies, standards and system enhancements, as needed.
- Assist in the implementation or upgrades of travel management systems and tools.
- Assist with review of travel vendors and procurement to negotiate contracts and evaluate pricing models.
- Collaborate with HR and Operations to align travel policies with employee needs and business objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
