Financial Analyst

Seres Smith Consulting • Broken Arrow, OK

10d • Hybrid

About The Position

The Financial Analyst compiles, analyzes, and reports financial information to support timely, well-informed business decisions. This role prepares recurring management reports, evaluates actual performance against budgets and forecasts, maintains financial models, identifies trends, and provides ad hoc analysis across the organization. The Financial Analyst works closely with the FP&A team and business leaders to ensure financial information is accurate, complete, and delivered on schedule.

Requirements

• Bachelor's degree in finance, accounting, economics, or a related field required.
• Advanced Microsoft Excel skills, including experience building and maintaining financial models.
• Proficiency with Microsoft Word; experience with Microsoft Access is helpful.
• Working knowledge of general accounting principles and financial concepts.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Ability to manage multiple priorities, meet deadlines, and communicate effectively with employees and leaders at all levels.

Nice To Haves

• One to three years of experience in financial analysis, accounting, or a similar role preferred.
• Experience with Workday Adaptive Planning or a comparable planning and reporting system is preferred but not required.
• CPA, CFA, or CFP designation is a plus but not required.

Responsibilities

• Compile and analyze financial and operating data for weekly, monthly, quarterly, and annual reporting.
• Prepare financial statements and management reporting packages accurately and within established deadlines.
• Maintain Excel-based financial models used for recurring reports, forecasts, and business analysis.
• Analyze actual results against budget, forecast, and prior-year performance; investigate variances and prepare clear explanations.
• Develop revenue and expense analyses, projections, reports, and presentations for management.
• Identify financial and business trends, summarize findings, and present actionable insights to decision-makers.
• Research, collect, validate, and enter financial data required for reporting and analysis.
• Support the annual budgeting process and periodic financial forecasts.
• Provide timely ad hoc financial analysis to support departments and company leadership.
• Complete special projects and other related assignments as requested.

Benefits

• Medical, dental, and vision insurance
• Health savings and flexible spending account options
• 401(k) plan with company match
• Company-paid short-term and long-term disability coverage
• Company-paid basic life insurance and AD&D coverage, with supplemental options available
• Employee Assistance Program
• Paid time off and paid holidays
• Wellness and gym reimbursement programs
• Tuition reimbursement after one year of employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level