Financial Analyst

SUMMARY: The Financial Analyst will analyze past financial performance to identify trends and assess risks, predict future performance and to advise the company on its financial strategy.
DUTIES AND RESPONSIBILITIES: Perform general accounts (Balance Sheet and P&L) analysis monthly in accordance with yearly audit requirements.
Including comparisons to forecasted results and trended results.
Perform and analyze general account reconciliations including bank statements, fixed assets, accruals, and prepaid expenses.
Conduct detailed analysis of company expenses, identifying opportunities for cost control and optimization while maintaining service quality.
Review general ledger expense coding i.
e.
, for sales/use tax compliance.
Review receipts and compare with actual charges to detect inaccuracies.
Analyzes and evaluates corporate cost allocations.
Work with the Director of Finance to develop financial forecasting models and analytics to forecast profitability with a high degree of accuracy.
Analyze historical revenue and expense trends to understand profitability.
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: n/a QUALIFICATIONS: Bachelor’s Degree preferred with a major in finance, economics, or statistics.
Proven experience working as a financial analyst.
Thorough understanding of Generally Accepted Accounting Principles (GAAP) Thorough understanding of Generally Accepted Auditing Standards.
Computer skills required: Familiarity with Deltek, CostPoint Proficient in Microsoft office (Word, Power Point, especially Excel).
Other skills required: Excellent communication, teamwork, and time management are a must.
Ability to successfully manage and prioritize multiple responsibilities.
COMPETENCIES: Analytical – Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
Cost Consciousness – Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources.
Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
Quantity – Meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.
Safety and Security – Observes safety and security procedures; determines appropriate action beyond guidelines; reports potentially unsafe conditions; uses equipment and materials properly.
Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality – Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Initiative – Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Innovation – Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others' attention.
Diversity – Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment; builds a diverse workforce.
Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand.
Occasionally required to walk.
Continually required to sit at a desk and work on a computer.
Continually required to utilize hand and finger dexterity.
Occasionally/Frequently/Continually utilize visual acuity to operate equipment, read technical information, and/or use a keyboard.
Occasionally required to lift/push/carry items less than 10 pounds.
EQUIPMENT: Computer and other office productivity machinery, such as a copy machine, scanner, and computer printer.
The above is intended to describe the general content of and requirements for the performance of this job.
It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Natural Systems Utilities provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, NSU complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.