Senior Financial Analyst
Salary undisclosed
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Summary:
- 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:
- Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
- Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
- Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
- Present oral and written reports on general economic trends, individual corporations and entire industries.
Skills:
- Oracle JDE ERP System, OneStream, BPC.
- Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV)
- Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
- Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes
- 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.
Summary:
- 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:
- Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
- Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
- Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
- Present oral and written reports on general economic trends, individual corporations and entire industries.
Skills:
- Oracle JDE ERP System, OneStream, BPC.
- Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV)
- Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
- Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes
- 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.