Financial Analyst Job at Creative Financial Staffing in Westminster

Location: Westminster - Hybrid (Professional, Business Casual Environment)

Company Overview:
Our client, a leader in medical advancements, is seeking a Financial Analyst who is knowledgeable, driven, and ready to make an impact. This individual will play a pivotal role in advancing reporting capabilities and data visualization within a fast-paced, highly collaborative team. If you're ready to connect the dots, improve processes, and provide meaningful insights, this is the role for you.

As a Financial Analyst, you will dive into complex data systems, work across departments to develop custom reports, and contribute to improving financial processes. You'll be interacting with C-Suite leaders, supporting their reporting needs, and helping to shape the way data drives decisions.

1. 
   

   Data Structuring and Reporting Development (40%)

   
   
   
   
   • Dive into OneStream to understand how data dimensions are structured.
   
   
   • Collaborate with department leaders to build and customize budget and forecast reports.
   
   
   • Take initiative to identify connections and deliver actionable insights.
   
   
   
   


2. 
   

   Month-End Close Process Improvements (30%)

   
   
   
   
   • Evaluate and enhance reporting templates for greater clarity and usability.
   
   
   • Customize reports for department leaders to aid in presentations to the board.
   
   
   • Drive efficiency by streamlining the data reporting process.
   
   
   
   


3. 
   

   Data Analysis and Visualization (30%)

   
   
   
   
   • Perform in-depth data analysis, leveraging complex Excel formulas and tools.
   
   
   • Identify trends and patterns, providing recommendations for strategic improvements.
   
   
   • Collaborate with teams to ensure consistency and accuracy in reporting.
   
   
   
   

As a Financial Analyst, you will also support initiatives aimed at process improvement and partner closely with the Senior Systems Financial Analyst for guidance on larger-scale automation projects.

Must-Haves:

• Proficiency in OneStream or Hyperion SmartView.


• Experience managing large data sets with advanced Excel skills (complex formulas, pivot tables, etc.).


• Proven ability to work in a dynamic, fast-paced environment while handling multiple priorities.


• Resourceful and confident in troubleshooting and managing relationships at all levels, including C-Suite.

Nice-to-Haves:

• Familiarity with Oracle and SAP ERP systems (training provided as needed).


• Exposure to process improvement within financial reporting.

The ideal Financial Analyst is outgoing, resourceful, and ready to hit the ground running. They thrive in a collaborative environment, can manage relationships effectively, and are comfortable presenting data to leaders and board members. This role requires someone who can handle chaos with a positive attitude and is eager to troubleshoot and improve systems.

This is more than a job; it's an opportunity to shape the future of financial reporting within a company that values innovation and impact. As a Financial Analyst, you'll have the chance to influence key decisions and work in a professional, yet supportive and business-casual environment.