Financial Analyst

Morgan Street Holdings•Seattle, WA

1d•$75,000 - $85,000•Hybrid

About The Position

The Finance Analyst, FP&A is responsible for providing financial support for Global Portfolio & Growth (PGP) including detailed financial analysis, budgeting, forecasting, monthly close, profitability reporting and analysis, and by providing insight into key financial drivers to help drive financial performance. This role will involve close collaboration with various departments and the broader Finance organization, to deliver actionable insights that enhance decision-making and contribute to the segment’s growth.

Requirements

Bachelor’s degree in Finance, Business, or Accounting
2- 3 years of relevant work experience service industry background a plus
Proficient with Microsoft Office, high-level Excel functionality expected.
Experience with ERP systems (Oracle EBS and/or Hyperion EPM is a plus) and business intelligence tools is preferred (Power BI).
Excellent analytical and problem-solving skills and the ability to translate findings into actionable solutions.
Strong communication skills and ability to collaborate with a wide range of stakeholders.
High level of accuracy and attention to detail, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Nice To Haves

service industry background a plus
Experience with ERP systems (Oracle EBS and/or Hyperion EPM is a plus)
business intelligence tools is preferred (Power BI).

Responsibilities

Assist in budgeting and forecasting process, including working with department leads to gather and validate inputs and enter into system, consolidate results, and ensuring that the final output is accurate.
Prepare monthly variance analysis to compare actual results against budgets/forecasts and monitor throughout the year for each department as well as PGP overall. Identify and explain key drivers of financial performance. Collaborate with Accounting team to ensure monthly results are accurate and in line with expectations.
Prepare resource allocation analysis, and work with department leads to ensure accuracy of actual time entry. Support operations analyst to correct inaccurate time entry in system.
Collaborate with department heads and provide financial insights and guidance to support their goals. Partner with Account Management, Business Development, IT and other Finance teams within the organization.
Help prepare financial reports, dashboards, and presentations for department and overall PGP results. Ensure clarity, accuracy, and relevance of the financial information provided and that it’s delivered on a timely basis. Help track key performance indicators (KPIs) relevant to PGP operations and provide regular reporting on these metrics.
Perform ad-hoc financial analysis as needed to support various projects and initiatives across the agency.
Identify opportunities to streamline financial processes and improve the efficiency of FP&A activities. Help team implement best practices and innovative approaches.
Leverage financial planning tools, ERP systems, and business intelligence platforms to enhance the accuracy and efficiency of financial analysis and reporting. Be an expert in our financial reporting and budgeting system, Hyperion EPM.
Help establish well-defined, organized, efficient, and documented processes for FP&A tasks.
Work closely with finance team members, providing guidance and support to ensure the accuracy and quality of financial analysis.
Help develop team calendar and work with team to ensure we’re on track to meet reporting deadlines.
Stay up to date with industry trends, financial best practices, and emerging technologies to continuously improve the FP&A function.