Financial Analyst

N J Malin & Associates - Addison, TX

Full-time - Mid Level

Addison, TX

About the position

The Financial Analyst will work within our Accounting Department and will be responsible for preparing financial reports and presentations for Malin leadership. This role is crucial in supporting the financial decision-making process by providing accurate and timely financial information. The Financial Analyst will engage in various activities, including gathering data, organizing information, analyzing historical results, making forecasts, projections, and recommendations, and generating Excel models, presentations, and reports. The position requires a strong analytical mindset and the ability to communicate complex financial data effectively to stakeholders at all levels of the organization. Essential functions of the role include designing, developing, and delivering reports to senior management that provide critical business insights. The analyst will analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. Additionally, the role involves developing automated reporting and forecasting tools to enhance the efficiency of data usage. The Financial Analyst will assist business unit leaders in understanding key profitability metrics and identifying areas of opportunity for improvement in unit profitability. Utilizing advanced analytical techniques, the analyst will interpret complex financial data and extract meaningful insights to support strategic initiatives. The position also entails monitoring and analyzing budget-to-actual variances, providing explanations and recommendations as needed. The Financial Analyst will assist in month-end close processes, forecasting, and annual budgets, and perform ad-hoc analysis as required. This hybrid position requires the analyst to work from the office several days a week, ensuring collaboration with team members and access to necessary resources.

Responsibilities

• Design, develop, and deliver reports to senior management that provide critical business insights.
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.
• Develop automated reporting and forecasting tools for more efficient use of data.
• Assist business unit leaders in the administration and understanding of key profitability metrics and identifying areas of opportunity for improvement in units profitability.
• Utilize advanced analytical techniques to interpret complex financial data and extract meaningful insights.
• Conduct in-depth analysis of financial and operational performance metrics.
• Monitor and analyze budget-to-actual variances, providing explanations and recommendations as needed.
• Assist in month-end close, forecasting and annual budgets.
• Perform ad-hoc analysis, as needed.

Requirements

• Bachelor's degree in mathematics, statistics, finance, economics, accounting or a related field.
• 3-5 years of experience in data mining and reporting.
• Advanced proficiency in MS Excel and Financial Modeling.
• Experience in an analysis/planning role.
• General knowledge of accounting and cost control principles, including Generally Accepted Accounting Principles (GAAP).
• Ability to effectively communicate at all levels across the company.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.

Nice-to-haves

• Experience with Workday Adaptive Planning is a plus.
• Experience in Logistics industry or a closely related field is a plus.
• Data management, modeling, & visualization skills utilizing SQL, PowerBI, or other similar tools is a plus.