Scope of Position (Accountabilities)

– Conducts advanced financial analysis of cash flow, operational performance, and business strategies to evaluate return on investment, capital needs, and cash flow requirements.
– Develops forecasts and analyzes industry and economic trends; manages budget analysis responsibilities.
– Oversees the budgeting process for the department, including planning, development, preparation, data entry, and maintenance of company budgets.

Complexity

– Reviews and interprets the company’s financial results and overall financial health.
– Identifies and evaluates opportunities to reduce business expenses.
– Conducts profitability assessments.
– Collaborates with Directors and VPs during budget development and offers strategic recommendations.
– Prepares monthly, quarterly, and annual budgets detailing revenue and expenses.
– Creates and evaluates forecasts for accurate and timely projections of cash flow, sales, expenses, profitability, staffing, departmental performance, and direct costs.
– Manages projects independently from initiation to completion.
– May lead or mentor junior analysts and/or manage projects.

Education

– High school diploma or equivalent required.
– Bachelor’s degree in Business, Finance, or a related field required.
– MBA or CFA preferred.

Experience

– 4–6 years of experience in financial planning, analysis, or a related field.
– Proven track record of delivering exceptional support.

Knowledge, Skills, and Abilities (KSA)

– Expert knowledge of budgeting, financial reporting, cash flow management, and financial analysis.
– Deep understanding of financial functions and their interdependencies.
– Strong grasp of business valuation and mergers & acquisitions analysis.
– Skilled in building complex forecasting models.
– Exceptional attention to detail and ability to perform in-depth data analysis over extended periods.
– Advanced proficiency in Excel.
– Strong presentation skills with the ability to explain complex financial data to non-financial audiences.
– Excellent written and verbal communication skills.
– Strong organizational abilities.
– Capable of making sound decisions by weighing costs and benefits.
– Effective team player who fosters inclusivity and delivers outstanding support.

Supervision

– Operates with minimal supervision.
– Provides progress updates as required.