Financial Analyst

Judit Inc

  • Plano, TX
  • 10 days ago

    Highlights

    The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. Job Responsibilities: Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.

    Numbers & Facts

    LocationPlano, TX

    Description

    The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

    Job Responsibilities:

    • Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.
    • Ensure accuracy and compliance in all financial transactions.
    • Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.
    • Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.
    • Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

    Skills:

    • Verbal and written communication skills, attention to detail, and critical thinking.
    • Ability to work independently and manage ones time.
    • Ability to analyze business trends and project future revenues and expenses.
    • Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
    • Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
    • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

    Education/Experience:

    • Bachelor''s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
    • 5-7 years financial and/or accounting experience required.

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