Financial Analyst

Alterman, Inc.•San Antonio, TX

About The Position

The Financial Analyst works within the data analytics team and supports the organization’s financial planning by providing insights for decision-making and resource allocation. The role leads budget and forecasting preparation; develops, maintains, and improves financial models, reports, and dashboards; and communicates financial analysis clearly to varied audiences. It also analyzes financial results and trends, monitors key assumptions, identifies variances, and recommends corrective action. The analyst supports FP&A initiatives and process improvements, administers CPM software, and collaborates with other departments to gather input. Additional analytics, reporting, and other duties may be assigned.

Requirements

Bachelor’s degree in finance, accounting, or another related concentration.
Five years of corporate financial planning and analysis experience or relevant experience in a financial analyst role.
Experience with data visualization tools such as Power BI.
Experience with CPM systems such as Prophix.
Excellent verbal and written communication skills.
High analytical acumen and financial modeling skills.
Advanced modeling skills, including P&L, balance sheet, and cash flow statement.
Intermediate SQL database knowledge.
Proficiency with Microsoft Office Suite or related software.
Solid understanding of accounting principles and financial concepts.
Exceptional attention to detail.
Ability to set and meet project deadlines.

Responsibilities

Lead the preparation of budgets and forecasts.
Prepare comprehensive financial packages and communicate complex financial concepts and analysis clearly and concisely.
Present financial information through meaningful dashboards.
Use systems to automate and scale existing processes and reports.
Build regular financial reports for executives, corporate divisions, profit centers, and departments.
Develop, maintain, and improve financial models and reports.
Report on key metrics and create ad hoc queries and financial models.
Monitor key trends and assumptions related to personnel, capital expenditures, and operating expenses.
Participate in FP&A initiatives, including ad hoc analysis and process improvement.
Analyze current and historical financial data; prepare reports, financial projections, and analyses of operational results.
Analyze monthly results and report actual performance against budget and forecast.
Identify variances from expected outcomes, investigate their causes, and recommend corrective action.
Administer preparation of monthly reporting packages.
Serve as an administrator for Corporate Performance Management (CPM) software.
Collaborate with other departments or teams to gather input.
Perform additional analytics, reporting, or other assigned duties.