Lewis Services - 100% Employee Owned

Financial Analyst

Rochester, NY

Full-time

$64,426-$106,837

About This Job

We are seeking a highly motivated and detail-oriented Financial Analyst with at least 0-5 years of experience to join our dynamic finance team. The successful candidate will play a critical role in analyzing financial data, preparing reports, and providing insights to support strategic decision-making. This position will conduct sophisticated financial analyses using diverse data sources to provide actionable business insights that drive profitability. Develops financial models, including visualizations, and offers recommendations based on thorough analysis. Engages with senior and operational leadership to identify opportunities, address blind spots, and propose strategic solutions.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES:

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Assist in the preparation of monthly/quarterly/yearly financial statements and reports in collaboration with accounting team. Analyze statements and provide succinct commentary detailing main drivers behind business performance. Alert management of any red flags and identify solutions when applicable.

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Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. Prepare and present financial reports to senior management.

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Prepare, review and present financial models to leadership. Ensure that financial reporting is accurate, timely and in compliance with Company policies, directives and accounting principles.

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Assist in the development, implementation, and monitoring of annual budgets and financial forecasts. Provide variance analysis and explanations for budget deviations.

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Analyze costs and expenses to identify areas for cost reduction and efficiency improvement. Support cost control initiatives and provide recommendations for cost management.

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Foster strong working relationships with Operational Leadership, ensure alignment between pricing, budgets and project execution.

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Work closely with cross-functional teams, including accounting, operations, and pricing, to support business initiatives and provide financial insights.

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Participate in process improvement teams.

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Knowledge of company standards, policies, practices, procedures and Generally Accepted Accounting Principles.

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Assist company personnel and others with resolution of issues related to areas of responsibility.

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Establish, document and implement approved policies, procedures (task notes, etc.) necessary to assure a high degree of quality in work performed.

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Maintain accurate, timely and well organized computer and paper files.

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Meets goals and expectations of department and performs other duties as assigned.

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Oversee area of responsibility in a manner consistent with the Mission and Values of the Company.

NON-ESSENTIALDUTIES:

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Participates in special projects as requested.

REQUIRED QUALIFICATIONS:

EDUCATION:

Bachelor’s degree in Finance, Accounting, Economics or related field; MBA a plus.

WORK EXPERIENCE:

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Minimum 0-5 years of experience in financial analysis, budgeting, forecasting, or a related role. Experience preparing financial reports with analysis, working with large amounts of data, and providing recommendations based on detailed analysis.

TECHNOLOGY, EQUIPMENT & TOOLS:

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Microsoft Office (advanced proficiency in Excel required with at least medium PowerPoint proficiency), experience with Power BI a plus.

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Experience retrieving and analyzing large amounts of data from data tables and data warehouses.

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Experience with Oracle or other ERP systems a plus.

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Experience with CPM/EPM software a plus.

KNOWLEDGE, SKILLS & ABILITIES:

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Strong knowledge of financial analysis and financial reporting requirements.

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Ability to concisely analyze, reconcile and articulate financial data effectively.

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Accuracy and attention to detail.

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Strong organizational skills with a proven ability to multitask, work under pressure and meet deadlines.

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Confidentiality of all privileged information.

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Personable, helpful, and work independently; be a positive, contributing team member.

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Strong analytical skills with the ability to interpret data and create efficient spreadsheets.

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Strong interpersonal skills.

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Strong presentation, verbal and written communication skills.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

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.

This position requires travel, about 3 weeks of travel expected per year.

While performing the duties of this job, the employee is regularly required to sit at a desk for extended periods of time; use their hands and fingers to reach and to perform repetitive keystroking. May lifts up to 25 lbs.

While performing the duties of this job, the employee works in a normal office environment and is not exposed to weather conditions.

The noise level in the work environment is usually moderate.

COMPENSATION: $64,426 - $106,837

Lewis Services regularly evaluates our compensation and benefit packages to ensure we remain competitive. Starting pay will be based on a candidate’s experience, skills and education.

Our DEI Promise

Our commitment to Diversity, Equity, and Inclusion (DEI) is key to the success of our business. We respect the differences among us, and we leverage those differences to create an environment where all employees feel welcome and fairly treated. We seek the best solutions possible by attracting and engaging a diverse workforce where all perspectives are sought and valued.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.