Senior Financial Analyst at Way Forward Consulting
Plano, TX
About the Job
Top 3 must-have skills/requirements
- Excellent analytical, problem resolution and decision-making skills
- Proficiency in Microsoft Office Suite(especially Excel) and other relevant software programs
- Good communication
Schedule: Hybrid 4 days onsite, 1 day WFH
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:
� Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization's financial position.
� Prepare special reports required by regulatory authorities.
� Direct the organization's budgets to meet its financial goals.
� Oversee the investment of funds, manage associated risks, supervise cash management activities.
� Execute capital-raising strategies to support a firm's expansion.
� Oversee the firm's issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts.
Skills:
� Verbal and written communication skills, attention to detail, and critical thinking.
� Strong ability to work independently and manage one's time.
� Strong ability to analyze business trends and project future revenues and expenses.
� Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
� Strong 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.
� 8-10 years financial and/or accounting experience required.
KEY RESPONSIBILITES/REQUIREMENTS:
Key Responsibilities
• Provide exceptional level of support during month-end close, forecast, and plan cycles, and ad-hoc reporting..
• Provide general financial data support to other key stakeholders within the finance team.
• Develop financial models and perform variance analysis to improve business decisions
• Work closely with functional leaders to understand their financial needs and provide analytical support
• Ad Hoc Analysis
Background/Experience
• Bachelor's Degree with 4+ years of directly related experience is required.
• Proficiency in Microsoft Excel, Tableau
• Previous experience in business planning, financial analysis or similar function, with a focus on business development and supporting online business.
• DTC industry experience is a plus but not required
Preferred Qualifications:
• Excellent analytical, problem resolution and decision-making skills.
• Ability to work across organizational boundaries to build alignment and drive closure on issues.
• Ability to work independently and as part of a team in a fast-paced environment
- Excellent analytical, problem resolution and decision-making skills
- Proficiency in Microsoft Office Suite(especially Excel) and other relevant software programs
- Good communication
Schedule: Hybrid 4 days onsite, 1 day WFH
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:
� Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization's financial position.
� Prepare special reports required by regulatory authorities.
� Direct the organization's budgets to meet its financial goals.
� Oversee the investment of funds, manage associated risks, supervise cash management activities.
� Execute capital-raising strategies to support a firm's expansion.
� Oversee the firm's issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts.
Skills:
� Verbal and written communication skills, attention to detail, and critical thinking.
� Strong ability to work independently and manage one's time.
� Strong ability to analyze business trends and project future revenues and expenses.
� Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
� Strong 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.
� 8-10 years financial and/or accounting experience required.
KEY RESPONSIBILITES/REQUIREMENTS:
Key Responsibilities
• Provide exceptional level of support during month-end close, forecast, and plan cycles, and ad-hoc reporting..
• Provide general financial data support to other key stakeholders within the finance team.
• Develop financial models and perform variance analysis to improve business decisions
• Work closely with functional leaders to understand their financial needs and provide analytical support
• Ad Hoc Analysis
Background/Experience
• Bachelor's Degree with 4+ years of directly related experience is required.
• Proficiency in Microsoft Excel, Tableau
• Previous experience in business planning, financial analysis or similar function, with a focus on business development and supporting online business.
• DTC industry experience is a plus but not required
Preferred Qualifications:
• Excellent analytical, problem resolution and decision-making skills.
• Ability to work across organizational boundaries to build alignment and drive closure on issues.
• Ability to work independently and as part of a team in a fast-paced environment
Salary
45 - 50 /hour
IRA match
IRA match