Financial Analyst

About the position

The Financial Analyst is responsible for a wide variety of analytical and planning tasks including revenue planning, expense budgeting, capacity planning, forecasting, general financial analysis as well as supporting business units and departments in monthly and annual revenue, expense, and staffing analysis. The Financial Analyst is a key member of the team, reporting directly to the Director of Financial Planning and Analysis with exposure to executive leadership.

Responsibilities

• Enhance, produce, and distribute planning materials, maintain budget templates in the financial reporting software, prepare budgeting guidelines, review draft budgets, propose budget changes, and provide technical advice and problem resolution.
• Model and project financial activity, monitor actual results against budget, explaining significant variances.
• Work closely with accounting and budget managers to assess variances, ensure that the forecasts appropriately reflect expectations, and conduct follow-up discussions including adjustments to available spend.
• Prepare weekly reporting and analysis of ticket sales to be presented to the Sales & Marketing team.
• Coordinate periodic financial reporting process among all levels of the organization.
• Review existing financial procedures and recommend improvements to make processes more efficient.
• Review budget data and explore options for new report development with continued enhancement of the budget application.
• Participate in the implementation of any new planning technology functionality.
• Operate as a business partner via regular communication with budget managers.

Requirements

• Strong problem-solving abilities with a continuous improvement mindset.
• Ability to learn quickly and take initiative.
• Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles.
• Knowledge of Microsoft Office Suite, advanced Excel and PowerPoint skills.
• Demonstrated experience with financial systems and data query tools.
• Experience with CRM and ERP systems. Workday and Adaptive, preferred.
• Ability to analyze financial data and prepare concise reports to assist management in understanding variances and make risk assessments.
• Superior organizational skills, ability to make sound financial decisions and business judgment, with demonstrated ability to present complex data in clear, compelling, and summarized formats for non-finance professionals.
• Strong verbal and written communication skills, ability to interact successfully with all levels of employees.
• Ability to manage multiple priorities and projects while working as part of a team.
• Bachelor's degree in finance or accounting or related field.
• Minimum 2-3 years of experience in budgeting, financial analysis and planning.