Summary:

• The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:

• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
• Present oral and written reports on general economic trends, individual corporations and entire industries.

Skills:

• Oracle JDE ERP System, OneStream, BPC.
• Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV)
• Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
• Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience:

• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
• 5-7 years financial and/or accounting experience required.