Financial Analyst III - IN

Scope of Position (Accountabilities)

• Performs highly complex financial analyses on cash flows, operating results, and business plans to determine rates of return, capital/cash flow requirements, etc. 
• Prepares forecasts and analyses on industry and general economic trends.  Responsible for budget analysis. 
• Responsible for department’s budgeting process: plans, develops, prepares, inputs, and maintains company’s budgets.

Complexity

• Analyzes and evaluates the company's operating results and financial position. 
• Assesses options for improvement on business expenses.
• Prepares profitability analyses. 
• Works with Directors and VP's through the development process of each budget and makes recommendations.
• Budgets include monthly, quarterly, and yearly reports which exemplify revenues and expenses. 
• Develops/reviews forecasts for accurate and timely cash flow projections, sales projections, expense projections, profitability, headcount, department performance, and direct expenses.
• Takes ownership of projects from start to finish.
• May provide work leadership for less senior analysts and/or has project management responsibilities.
 

Education

• High school diploma or equivalent required.  Bachelor's degree required in Business, Finance, or a related field.  MBA or CFA desirable. 

Experience

• 4-6 years of experience in financial planning, analysis, or a related field.  Demonstrated ability to consistently provide FANATICAL support.

KSA

• Advanced technical knowledge of budgeting, financial statements, cash management, and financial analysis processes. 
• Advanced understanding of overall financial function and interrelated components. 
• Advanced understanding of business valuation and M&A analysis. 
• Ability to create highly complex forecasting models. 
• Must also possess high attention to detail and be capable of performing most complex data analysis for extended periods of time. 
• Expert Excel skills required. 
• Must have advanced presentation skills, ability to express most complex quantitative concepts to non-financial audience.
• Advanced communication skills, both written and verbal. 
• Excellent organizational skills.
• Ability to make appropriate decisions considering the relative costs and benefits of potential actions. 
• Ability to successfully work and promote inclusiveness in small groups.  Ability to provide FANATICAL support.

Supervision

• Works under minimal supervision.
• Provides updates of work performed as needed.