Financial Analyst

Presidio • ,

18d

About The Position

As a Financial Analyst, you will perform essential functions including monthly/long-term forecasting, budgeting, and modeling. You will be responsible for reporting and analyzing operational metrics, preparing executive/ad hoc reports, and performing financial and variance analyses by identifying key drivers. The role involves helping to expose trends in data that indicate strengthening or weakening performance, developing financial tools, analyses, and metrics to support business strategies, and preparing ad hoc financial analyses and analytical support as needed. A key aspect of the role is the ability to conceptualize and develop summary charts and tables that enable the consumption of larger amounts of data.

Requirements

• A Bachelor's Degree in Finance or Accounting, or other related quantitative discipline is required
• 3-5 years of related business experience including public accounting, consulting, or finance
• Advanced Excel skills with experience crafting, interpreting, and presenting financial projections and models
• Experience with financial (OneStream, TM1, Hyperion, etc) and data (Qlik, Tableau) analysis tools
• Possesses significant experience and proficiency with relational database models and writing SQL queries
• Possesses experience with data visualization tools (e.g. QlikView, Tableau, Power BI)
• Possesses experience with planning systems such as One Stream, Hyperion, IBM, etc
• Possesses a general / basic understanding of key financial statements and accounting principles (e.g. accounting or finance formal education and/or related experience)
• Demonstrates the ability to think critically about problems at hand and apply analytics strategy to solve problems and/or identify relevant observations for reporting
• Demonstrates the ability to clearly document work performed and observations identified
• Possesses experience using analytics tools and/or programming languages to derive insights and to effectively communicate those business insights to key stakeholders
• Demonstrates critical thinking and the ability to bring order to unstructured problems
• Demonstrates a knack for learning new technologies, innovating creative solutions, and pushing the boundaries on how we use technology to solve complex problems
• Demonstrates a curiosity to dive headfirst into business needs, ask probing questions to unpack and explore a problem space, and collaborate with stakeholders to design solutions to those problems
• Possesses ability to navigate multiple engagements and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment

Nice To Haves

• CPA, CFA or work towards these credentials is preferred but not required
• Master in Business Administration preferred
• Reviews self work and that of others for quality, accuracy and relevance
• Uses feedback and reflection to develop self awareness, personal strengths and address development areas
• Possesses experience in a collaborative teaming environment working on analytics engagements while managing stakeholder and leadership expectations, preferably in a consulting or business analyst role
• Demonstrates the ability to navigate and lead multiple engagements and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment
• Possess experience leading analytic teams to solve complex business problems
• Demonstrates the ability to own self work and that of others for quality, accuracy and relevance

Responsibilities

• Monthly / Long-term forecasting, budgeting, and modeling
• Reporting and analyzing Operational Metrics
• Executive / Ad Hoc Reporting
• Perform financial analysis and variance analyses by identifying key drivers
• Help expose trends in the data that indicate strengthening or weakening performance
• Develop financial tools, analyses, and metrics in support of business strategies
• Prepare ad hoc financial analyses and analytical support as needed
• Ability to conceptualize and develop summary charts and tables enabling the consumption of larger amounts of data

Benefits

• Presidio is committed to hiring the most qualified candidates to join our amazing culture.
• We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities.
• We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio.
• Diversity of skills and thought is a key component to our business success.
• Presidio has a strong commitment to the community we serve and our employees.
• As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.
• Presidio is an Equal Opportunity Employer Disability/Vets.
• Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities.

What This Job Offers

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