Financial Analyst II

What You’ll Do

The Financial Analyst II plays a crucial role in the financial planning, analysis, and reporting functions of the organization. This individual will be responsible for collecting, analyzing, and interpreting financial data to provide insights and recommendations to management. The Financial Analyst II requires a strong understanding of financial principles, analytical skills, and attention to detail to support strategic decision-making processes.

- Conduct thorough analysis of financial data, to include income statements, balance sheets, and cash flow statements.

- Assist in the development of monthly Management Discussion and Analysis (MD&A) write-up by collaborating with operational partners.

- Assist in the development of annual budgets and long-term financial forecasts by collaborating with various departments.

- Prepare regular and ad-hoc financial reports for management, stakeholders, and external parties, ensuring accuracy, completeness, and compliance.

- Investigate and explain variances between actual financial performance and budgeted or forecasted figures.

- Support strategic decision-making by providing financial insights, conducting scenario analysis, and evaluating investment opportunities.

- Identify opportunities to streamline financial processes.

- Collaborate with other departments, such as accounting, operations, and sales.

- Ensure compliance with internal controls, accounting standards, and regulatory requirements.

- Perform all other duties as assigned.

Required Qualifications

- Bachelor’s degree in finance or accounting.

- 2-3 years’ experience in financial analysis.

- Must live near Warrensville, Illinois as this is a hybrid position.

- Skilled in Excel, Power BI, PowerPoint, and Microsoft Word.

- Proficiency with professional business writing and storytelling.

- Ability for solving problems, addressing challenges, and making data-driven recommendations.

- Skilled with having a keen eye for detail to ensure accuracy and precision in financial analysis, reporting, and modeling.

Knowledge Skills & Abilities

- Knowledge of financial statements, to include income, balance sheet, cash flow, financial ratios, and other financial metrics

- Knowledge of Generally Accepted Accounting Principles (GAAP) and financial accounting standards

- Knowledge in building and interpreting financial models to forecast performance, analyze scenarios, and evaluate investment opportunities

- Skill to analyze complex financial data, identify trends, patterns, and anomalies and draw meaningful insights to support decision-making

- Solid skills in Excel, Power BI, PowerPoint, and Microsoft Word.

- Skill for professional business writing and storytelling.

- Skill for solving problems, addressing challenges, and making data-driven recommendations.

- Skill to have a keen eye for detail to ensure accuracy and precision in financial analysis, reporting, and modeling.

- Skill to have effective communication both written and verbal, to convey financial information.

- Ability to manage multiple priorities, meet deadlines, and work efficiently under pressure.

- Ability to work effectively in cross-functional teams.

- Ability to think critical and logical to evaluate financial data, assess alternatives, and make sound decisions.

- Ability to be flexible and adapt to navigate changes in priorities, processes, or market conditions.

- Ability to commit to ethical conduct, integrity, and confidentiality in handling financial information.

- Ability to stay up to date on industry trends, emerging technologies, and best practices.

- Ability to present financial data to the executive team.

Preferred Qualifications

- Experience working with Vantage Point.

- Experience working for an Engineering/Consulting firm.