Divisional Financial Analyst

SUMMARY

Responsible for providing analytical support to the operating group leadership and Employee Benefit Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.  

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Provides analytical support to assigned operating group(s) and acts as a liaison between Divisional Finance and other operational departments; 
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts;  
• Prepares timely, accurate, and relevant ad hoc and standard management reporting;  
• Constructs basic to moderately complex financial models to analyze the impact of current and proposed company initiatives; 
• Assists with the forecasting and budgeting processes for assigned operating group(s).  Maintains planning templates and reports, helps to construct revenue and expense plans, and identifies and analyzes variances;
• Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products.  Identifies and interprets patterns and outliers in the data set;
• Provides data for RFPs, corporate reports, and other special projects as requested by management;
• Helps to maintain financial systems, databases, and queries used for analysis;  
• Proactively identifies areas for process improvement; displays natural curiosity and willingness to learn;
• Completes special projects as assigned to support corporate objectives;
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree in Accounting, Finance, Economics or Mathematics, or related field or equivalent combination of education and experience

Three (3) or more years of related work experience; experience in an FP&A role preferred

PowerBI Experience preferred 

SKILLS 

Strong verbal and written communication skills

Strong planning, organizational, and time management skills

Ability to prioritize multiple concurrent assignments and complete work by required due dates

Commitment to providing world-class customer service

Highly proactive; actively seeks opportunities for process improvement

Ability to interact professionally with employees across all levels of the organization 

Works independently with moderate supervision and as a member of a team

Strong mathematical ability 

Technical understanding of data structure, data mining and reporting processes

Possesses basic knowledge of financial statements

Proficient in Microsoft Office, with advanced Microsoft Excel skills including vlookups, pivot tables, and conditional formulas