Job Title: Financial Analyst
Department: Office Staff
Reports To: General Manager
FLSA Classification: Exempt
SUMMARY
The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.
Partners with stakeholders to provide input and guidance on business issues and to provide strategic financial input and leadership on decision-making issues affecting the line(s) of business. Conducts and documents financial analysis projects, data gathering, manipulation, summarization and analysis off financial reports, sales activity, trends, and opportunities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
FLSA CLASSIFICATION: This position is classified Exempt. Wages are paid based on a 45-hour work week.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in accounting, Finance, or related field required. Two years of professional experience as an accountant or auditor. To perform this job successfully, an individual must be comfortable with using Email, Spreadsheet, Smartsheet and Word Processing software.
CERTIFICATES, LICENSES, REGISTRATIONS
Acceptable driver’s record with valid driver's license and proof of insurance.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Fast paced, busy work environment. The noise level in the work environment is usually quiet.
Essential Job Functions
DUTIES AND RESPONSIBILITIES include the following. .
· Analyses business and financial data.
· Creates financial models based on analyses to support organizational decision making.
· Develops financial plans and reports for organizational leaders.
· Analyzes industry trends and makes recommendations based on those trends.
· Evaluates capital expenditures and depreciation.
· Develops automated reporting and forecasting tools for more efficient use of data.
· Performs other related duties as assigned.
- Gathers and processes data to support business analysis and cost/revenue driver reporting
- Perform financial modeling to support key business decisions
- Researches, analyzes, and synthesizes data from multiple sources into business information as directed and by self-identification of business information needs
- Present findings through building dashboards/visualizations to leadership
- Provides accounting with monthly reports and reconciliations needed for month end close process
- Performs ad-hoc analysis as needed to support business requests
- Supports business in forecasting and budgeting process
- Engage effectively with cross-functional teams to test hypotheses and validate recommendations
- Collaborate in-person with all levels of the organization to harness collective intelligence of the workforce.
- Attend all in-person meetings and trainings on recent developments, goals, and objectives. Participate in such discussions by offering input and advice.
· Assists in the development of the company’s overall budget document, and at the departmental level, providing advice and analysis to increase the efficiency of the company’s spending.
· Assists in the creation and further development of the revenue manual, budget preparation manual, budget policies and procedures manual, and other documents as needed.
· Creates monthly sales tax reports for the board of directors; assists with or produces other reports as requested.
· Assists budget manager by conducting various surveys, research, data analysis, cost-benefit analyses, and expenditure and revenue forecasting.
· Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports.
· Makes recommendations to improve company’s fiscal efficiency based on interpretation and organization of financial information.
· Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle.
· Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to company’s policies.
· Executes transactions within the integrated budget, accounting, and purchasing system, which may include purchase requisitions, contract payment vouchers, budget data entry, appropriation revisions, and salary and budget imports.
· Oversees and compares departmental expenditures to original budget.
· Attends and actively participates in committees, professional groups, and seminars to stay current regarding new developments and trends in budgeting and finance.
· Monitors changes in the local, state, and federal tax laws, and actively monitors the local economy.
· Provides information and answers to departments regarding budgets, forecasts, surveys, financial trends, and other requested data.
CORE COMPETENCIES
To perform the job successfully, an individual should demonstrate the following competencies:
-Exhibits confidence in self and others; Inspires and motivates others to perform well; effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
-Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
-Maintains confidentiality of information regarding associates, managers, or customers. Discusses confidential or sensitive information with only those individuals who need to know.
–Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
– ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
– identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations.
– focuses on solving conflict, not blaming; maintains confidentiality; remains open to others’ ideas and tries new things.
– treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
– contributes to building a positive work environment; able to build morale and group commitments to goals and objectives.
– follows policies and procedures; completes administrative tasks correctly and on time; supports organization’s goals and values; supports affirmative action and respects diversity.
– is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
- Dedication to providing excellent customer service.
Reasoning Skills- Ability to apply common sense understanding to carry out detailed written or oral instructions.
-Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand, walk and talk or hear. The employee must occasionally lift and/or move up to 25 pounds
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Location:
- Athens, TN 37303 (Required)
Work Location: In person
