Principal Associate, Financial Analysis
About The Position
Analyze and forecast financial performance, management reports, products and processes as well as apply advanced forecasting techniques to key value driver forecasts. Develop and build forecasting models, research financial and economic trends for specific projects, and provide technical solutions for business analysis. Develop cost models to be used in individual area analysis. Forecast important business variables, generate monthly/quarterly business reviews, analyze both historical and forecasting results, and make business recommendations. Develop methodologies and processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities. Provide management and business clients with project statuses. Perform reporting and analysis to support presentation and ad-hoc requests. Roles require strong communication, problem solving, strategic thinking, and influencing skills in order to effectively: Articulate outcomes of analysis and relevant insights Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization Develop presentations to communicate business and analysis results to senior leadership audiences
Requirements
- Bachelor's Degree or military experience
- At least 3 years of experience in financial analysis
- At least 3 years of experience with financial modeling
Nice To Haves
- Master's Degree in Business Administration (MBA) or Master's Degree in Finance
- Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
- 4+ years of experience in financial analysis
- 4+ years of experience with financial modeling
- 3+ years of experience in strategic analysis & planning
- Experience with Google Suite (GoogleDocs, GoogleSheets, GoogleSlides)
Responsibilities
- Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process
- Budgeting, forecasting, and Profit & Loss (P&L) management
- Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
- Ad-hoc requests and special projects
- Independently manage and prioritize workload
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
