Principal Purpose of Position:
- Be the lead analyst on non-standard client analyses and long term projects
- Create new tools and improve upon existing processes
- Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests
- Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output
- Utilize expertise to help develop junior team members’ technical skills
- Lead projects and be able to review the work of other Financial Analysts
- Perform all other duties and special projects as assigned.
Education and/or Training:
- Bachelor’s degree in Accounting, Finance, or a related field
- MBA, other Graduate degrees, CPA or CFA a plus
Relevant Work Experience:
- 3-5 years of experience in finance, accounting, or data analytics
- Working knowledge of Business Object or similar packages
- Able to read and understand Financial Statements
- Experience collecting and analyzing raw data to identify trends, patterns, and anomalies
- Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook)
- Familiar with data analytics/visualization tools (Power BI, Tableau, etc.)
Planning/Organizing/Managerial Knowledge:
- Strong analytical and problem solving skills, with the ability to communicate findings
- High standards of accuracy and ability to self-review work
- Able to manage multiple priorities under competing deadlines
- Highly organized
- Comfortable working in a high-paced, deadline driven environment
Communicating & Influencing Skills:
- Strong verbal and written communication skills
- Able to work effectively independently as well as collaboratively within a team
- Able to summarize data and present findings in a easy to understand format
- Strong research and presentation skills
- Comfortable with presenting to high level internal and external clients
- Responds to non-standard requests from customers and the business; investigates with assistance from others as needed
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Holman Enterprises, Inc.