Financial Analyst I

Position Summary 

The Financial Analyst I will split their time between managing the company’s forecast model & project-based work.

This includes developing & distributing reports, analyzing market data, improving and/or automating processes, & analyzing margin enhancement opportunities.

Key Performance Areas (Essential Functions of the Position) 


* Maintain & continue to develop quarterly rolling forecast process & 5-year company plan.


* Lead forecasting process & assist managers with forecasting.


* Coordinate with various teams to gather and explain data from multiple sources to formulate forecasts.


* Design new metrics and prepare reports to monitor forecast accurately.


* Evaluate all sales and forecast patterns.


* Develop & upgrade modeling techniques to improve forecast projections for assigned processes.


* Stay current on market trends and competitive activity.


* Utilize Power BI and Vena to create reports as assigned.


* Maintain Power BI datasets & build new ones if necessary.


* Identify & improve company processes.


* Pull datasets and perform ad hoc reports as needed.


* Build ROI models for investment/development opportunities.


* Assist the Director of Strategic Analysis by performing other related duties as assigned.

 Experiences / Education Requirements 


* Bachelor’s degree in finance or related field.


* One to five years of experience preparing analyses and forecasts.


* Strong research and analytical skills.


* Experience in building or working with large datasets.


* Expert Microsoft Excel skillset.


* Knowledge of SQL, DAX, VBA or HTML code is a plus.


* Good communication skills, both verbal and written.


* Highly organized and performs well under pressure.


* Detail-minded with excellent follow-up.


* Creative problem-solving skillset.


* Team player, motivator, and active participant regardless of the task.

Working Conditions


* Typical repetitive office work- PC, telephone, and live meetings.


* May be remote.


* Able to lift 20 lbs.

without issue.

 Travel Requirements 


* 5-10% travel- Domestic

Experience

Preferred


* 1 - 5 years: Preparing analyses and forecast

See job description