Financial Analyst

NorthPoint Search Group•Atlanta, GA

About The Position

The Financial Analyst compiles and analyzes large data sets and financial statements, assists with forecasting and budgeting, and handles ad hoc analysis. The role generates KPI metrics and works closely with the operations team to explain and communicate financial data and reports. The Analyst also supports recurring financial and field reporting, develops store-level and consolidated reporting, and helps improve the efficiency of reporting processes.

Requirements

  • 1–3 years of experience in a finance, accounting, or analytical role.
  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • Strong communication, problem-solving, and analytical skills.
  • Ability to work independently and adapt to a fast-changing environment.
  • Proficiency in Microsoft Office, primarily Excel.
  • Attention to detail and a focus on accuracy.
  • Ability to work quickly and accurately with large and varied data sets to produce desired outputs.
  • Self-motivation and a drive to increase efficiencies and improve workflow processes.
  • Willingness to grow within the company and take on higher-level project duties over time.
  • Comfort working in a small office environment and collaborating effectively with others.

Nice To Haves

  • Experience using SQL or Tableau.

Responsibilities

  • Access and compile raw data to identify and document trends, and explain performance.
  • Assist with monthly financial and reporting duties and conduct ad hoc analyses.
  • Support recurring forecasts by gathering and compiling data, analyzing trends, variances, and current performance metrics, and working with department leadership to obtain key assumptions.
  • Assist with the budgeting process and related projects.
  • Assist with daily, weekly, and monthly field reporting.
  • Coordinate timing for financial and operational deliverables.
  • Standardize recurring weekly and monthly duties to improve process efficiency.
  • Develop and maintain store-level and consolidated reporting.
  • Complete other ad hoc reporting and analysis as requested.
  • Generate KPI metrics and communicate financial data and reports to the operations team.
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