Aditi Consulting
Financial Analyst 3
Aditi Consulting, Plano, Texas, us, 75086
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:
Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage one's 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.
KEY RESPONSIBILITES/REQUIREMENTS:
Create, maintain and publish regular weekly/monthly/quarterly reporting on business performance and KPIs to aid decision making and business management Respond to ad-hoc reporting requests from internal and external customers in a time sensitive environment. Create financial models to forecast and evaluate promotional spend and efficacy of planned promotions and marketing programs Support business operations through timely management of promotion and marketing related investment approvals Validate trade spend related invoices and process payments Assist in the monthly closing of accounts Track and report on variances vs forecast and budget
Background/Experience
A Bachelor's Degree with 3-5 years of experience preferably in finance, accounting, business or supply chain management Experience with SAP, Oracle and other ERP systems Experience requiring management of finance, logistics, distribution, program management, and/or business planning, or equivalent work experience in planning, finance, or operations. Data Analytics, Forecasting and direct Customer interface experience preferred.
Necessary Skills/Attributes for this position the following skills and abilities must be demonstrated at a proficient level:
The ability to develop and maintain excellent working relationships with all appropriate levels within and outside the company. Proven success in a highly dynamic and fast paced environment. Must have advanced MS Excel and MS PowerPoint knowledge and skills; experience in developing KPI and executive dashboards preferred. Must be comfortable in analyzing large datasets and drawing out insights Experience with analytics tools such as Tableau preferred Experience using advanced supply chain management, enterprise planning or financial planning systems is highly desired (Oracle, SAP, etc.). The ability to work either independently or in a team environment to achieve personal and team project goals, including the completion of assignments within and exceeding established time frames
Physical/Mental Demands and Working Conditions: The position requires the ability to perform the essential duties and responsibilities in the following environment:
Work is generally performed in an office environment. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity. The movement and transportation of equipment, most of the time is under 25 pounds. Performs work under time schedules and stress which are normally periodic or cyclical, including time sensitive deadlines, intellectual challenge, some language barriers, and project management deadlines. Machines, tools, equipment, and work aids include PCs, printers, copiers, faxes, and other equipment commonly associated with an office work area. May require working additional hours beyond normal schedule. Travel required 10%-20% Consistently demonstrates a commitment to policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities.
Compensation: The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate's qualifications, skills, competencies, experience, location and end client requirements).
Benefits and Ancillaries: Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
#AditiConsulting
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:
Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage one's 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.
KEY RESPONSIBILITES/REQUIREMENTS:
Create, maintain and publish regular weekly/monthly/quarterly reporting on business performance and KPIs to aid decision making and business management Respond to ad-hoc reporting requests from internal and external customers in a time sensitive environment. Create financial models to forecast and evaluate promotional spend and efficacy of planned promotions and marketing programs Support business operations through timely management of promotion and marketing related investment approvals Validate trade spend related invoices and process payments Assist in the monthly closing of accounts Track and report on variances vs forecast and budget
Background/Experience
A Bachelor's Degree with 3-5 years of experience preferably in finance, accounting, business or supply chain management Experience with SAP, Oracle and other ERP systems Experience requiring management of finance, logistics, distribution, program management, and/or business planning, or equivalent work experience in planning, finance, or operations. Data Analytics, Forecasting and direct Customer interface experience preferred.
Necessary Skills/Attributes for this position the following skills and abilities must be demonstrated at a proficient level:
The ability to develop and maintain excellent working relationships with all appropriate levels within and outside the company. Proven success in a highly dynamic and fast paced environment. Must have advanced MS Excel and MS PowerPoint knowledge and skills; experience in developing KPI and executive dashboards preferred. Must be comfortable in analyzing large datasets and drawing out insights Experience with analytics tools such as Tableau preferred Experience using advanced supply chain management, enterprise planning or financial planning systems is highly desired (Oracle, SAP, etc.). The ability to work either independently or in a team environment to achieve personal and team project goals, including the completion of assignments within and exceeding established time frames
Physical/Mental Demands and Working Conditions: The position requires the ability to perform the essential duties and responsibilities in the following environment:
Work is generally performed in an office environment. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity. The movement and transportation of equipment, most of the time is under 25 pounds. Performs work under time schedules and stress which are normally periodic or cyclical, including time sensitive deadlines, intellectual challenge, some language barriers, and project management deadlines. Machines, tools, equipment, and work aids include PCs, printers, copiers, faxes, and other equipment commonly associated with an office work area. May require working additional hours beyond normal schedule. Travel required 10%-20% Consistently demonstrates a commitment to policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities.
Compensation: The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate's qualifications, skills, competencies, experience, location and end client requirements).
Benefits and Ancillaries: Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
#AditiConsulting