Financial Analyst - Creative Financial Staffing

Financial Analyst

Our client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting.

About the company and opportunity:

• This company is a growing PE company headquartered right here in St Petersburg!
• This company has been around for 20+ years and continues to show steady growth
• This company boasts a collaborative team
• Great benefits and PTO
• Gives back to the community by partnering with a number of local charities and non-profits

• The Financial Analyst will work with the Director of Accounting & Sr Financial Analyst to drive the financial planning of the company by analyzing its performance and risks
• Prepare and maintain annual company and division operating budgets and monthly forecasts
• Prepare monthly, quarterly, and annual reports including profit and loss by division, forecast vs budget by division, and projected liquidity by division
• Performs comprehensive financial analytics for operating expenses and business plans
• This Financial Analyst will assist with audit requests pertaining to lenders
• Participates in projects to enhance financial reporting capabilities

Preferred Qualifications for the Financial Analyst

• Bachelor’s degree in Accounting or Finance
• 1+ years of relevant experience
• Proficient in Excel, including VLOOKUPs, Pivot Tables, Index Match, and nested formulas
• Experience in Real Estate or Banking industry (+)