What You’ll DoFinancial Analysis + Insight
• Analyze and interpret financial and operational data, including budgets, forecasts, income statements, and other financial reports.
• Track actual results against forecasts and investigate variances, trends, and anomalies.
• Conduct business studies on past, future, and comparative performance and develop forecast models.
• Identify risks and opportunities and provide recommendations grounded in sound, fact-based analysis.
• Translate complex financial information into clear, actionable insight for leaders and stakeholders.
Budgeting + Forecasting
• Support preparation of annual operating and capital budgets.
• Develop and maintain financial models to support forecasting, scenario analysis, cost-benefit analysis, and benchmarking.
• Analyze capital expenditure requests to support long-term growth and effective capital allocation.
• Provide ongoing financial monitoring and analysis to support achievement of annual financial plans.
Reporting + Decision Support
• Prepare monthly, quarterly, and ad hoc financial reports and presentations for business leaders, executives, shareholders, and boards.
• Assemble and summarize financial information into clear, concise reporting materials.
• Ensure accuracy, completeness, and integrity of financial data and analysis.
• Deliver persuasive, data-driven recommendations to support decision-making.
Strategic + Business Partnership
• Partner with leaders across departments to evaluate business performance and recommend improvements.
• Support strategic initiatives, new business development, and acquisition efforts through financial analysis and business case development.
• Break down business performance by department, project, or initiative to provide meaningful insight.
• Serve as a trusted financial advisor to leaders across the organization.
Process Improvement + Tools
• Drive continuous improvement in financial processes, reporting, and analytical tools.
• Develop dashboards and tools that enhance understanding of business performance and key metrics.
• Support development of productivity improvement models and best-practice comparisons.
• Stay informed on industry trends, benchmarks, and best practices relevant to organizational operations.
• Learn and effectively use financial systems and software applications utilized across departments.
Collaboration + Leadership Support
• Coordinate and prioritize analytical work to support organizational goals.
• Review financial analysis for accuracy, clarity, and consistency.
• Provide guidance, technical support, or mentorship to analysts or business partners as appropriate.
• Collaborate across Finance and other departments to support enterprise objectives.