Financial Analyst

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. Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.

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.