Financial Analyst

Weisiger Group•Charlotte, NC

13h

About The Position

The Financial Analyst serves as the trusted resource to CTE leadership and the broader FP&A team. This role supports department management in achieving business objectives, developing action plans to support the objectives and by forecasting results based on the performance of, and changes to, these action plans. This position will play a key role in preparing the annual budget and periodic forecasts in concert with management. Additionally, this role serves to identify operational drivers that impact results by analyzing data and converting it into meaningful KPI’s and actionable business intelligence and making recommendations to support their continuous improvement. The FP&A role is the bridge between operations and sources of capital serving to link these two critical areas. They must use their “voice” on understanding the details of the business and to help drive the business to its highest performance.

Requirements

Bachelor’s degree from a four-year college or university required.
Zero to two years of finance or accounting experience and/or training requiring a high degree of analytical ability; or equivalent combination of education and experience.
Proficient using Microsoft Excel
Microsoft Office (Word, Excel, Outlook and PowerPoint)

Nice To Haves

SAP experience preferred
IBM Planning Analytics experience preferred
Advanced business and/or financial certifications a plus (e.g. CPA, CMA, CIA, CGMA, CPM, etc.)

Responsibilities

Calculates KPI’s (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities.
Identifies trends and offers advice to mitigate or control costs.
Participates in developing our annual financial plan, running sensitivity analyses, and ensuring consistency in our financial modeling routines.
Partners with broader FP&A team to support various initiatives aimed at profitably growing the business and meeting strategic goals.
Assists in change management by developing clear process roadmaps and embracing continuous improvement.
Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results.
Prepares periodic forecasts for company near-term planning purposes.
Participates in the month- and year-end close process by reviewing financial statements noting anomalies for research and correction and identifies missing expenses requiring an accrual.
Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run-rates.
Performs ad hoc analysis and projects as requested by management.
Works with operations to identify cumbersome processes, assesses whether existing process alleviates other functional issues and/or is net beneficial across multiple functions.
Designs, in concert with operations, alternative processes and makes recommendations to the FP&A team and the broader finance organization.
Assists in the implementation of new processes, works with training staff to document and train impacted individuals, and monitors acceptance / performance of these new processes.
Other duties as assigned.