The Role
Analyzes financial data, statements, budgets, forecasts, revenues, expenses, cash flow, and performance metrics. Prepares reports, financial models, variance analyses, and management presentations while supporting budgeting, forecasting, reporting, and strategic decision-making. Collaborates with accounting and other departments to validate financial information, explain performance variances, identify risks and opportunities, and maintain accurate, confidential company data.
Summary Generated by Built In
The Financial Analyst is responsible for analyzing financial data, preparing reports, monitoring business performance, and providing insights that support budgeting, forecasting, and business decision-making. The role works closely with accounting, management, and other departments to ensure accurate and timely financial information.
Key Responsibilities
- Analyze financial statements, budgets, and business performance data.
- Prepare financial reports, forecasts, budgets, and variance analyses.
- Monitor revenues, expenses, cash flow, and key financial metrics.
- Identify financial trends, risks, and opportunities.
- Develop and maintain financial models and spreadsheets.
- Assist with monthly, quarterly, and annual reporting processes.
- Compare actual results against budgets and forecasts and explain significant variances.
- Support management with financial analysis for business decisions and strategic planning.
- Gather, organize, and validate financial information from multiple sources.
- Collaborate with accounting and other departments to ensure data accuracy.
- Prepare presentations and reports for management and stakeholders.
- Maintain confidentiality of financial and company information.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Strong analytical and problem-solving skills.
- Proficiency with Microsoft Excel and financial modeling.
- Knowledge of financial statements, budgeting, forecasting, and accounting principles.
- Strong attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet deadlines.
- Experience with financial software, ERP systems, or business intelligence tools is a plus.
Preferred Skills
- Advanced Excel skills, including formulas, pivot tables, and data analysis.
- Experience with financial modeling and forecasting.
- Knowledge of Power BI, Tableau, or similar reporting tools.
- Familiarity with ERP systems such as SAP, Oracle, or NetSuite.
- Ability to present complex financial information clearly to non-financial stakeholders.
Skills Required
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
- Strong analytical and problem-solving skills
- Proficiency with Microsoft Excel and financial modeling
- Knowledge of financial statements, budgeting, forecasting, and accounting principles
- Strong attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Experience with financial software, ERP systems, or business intelligence tools
- Advanced Excel skills, including formulas, pivot tables, and data analysis
- Experience with financial modeling and forecasting
- Knowledge of Power BI, Tableau, or similar reporting tools
- Familiarity with ERP systems such as SAP, Oracle, or NetSuite
- Ability to present complex financial information clearly to non-financial stakeholders
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The Company
What We Do
Swift Technologies is an Information Technology services provider specializing in Project Staffing, Software Development, Business Process Outsourcing and Information Technology Staffing. Swift Technologies Managers and Recruiters possess extensive technical and recruiting experience resulting in our ability to understand client requirements and supply the needed Services resources.
