Financial Analyst

 Job Title: Business Professional - Financial Analyst 3
 Duration: 12 months
 Work Location: Plano, TX, USA
Job Description: 
Top skills: Attention to detail, Excel and problem solving
Schedule: Hybrid, 4 days in office (Friday WFH) 09:00AM – 06:00PM
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:
� Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
� Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
� Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
� Present oral and written reports on general economic trends, individual corporations and entire industries.
Skills:
� Verbal and written communication skills, attention to detail, and critical thinking.
� Ability to work independently and manage one's time.
� Ability to analyze business trends and project future revenues and expenses.
� Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
� 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.
� 5-7 years financial and/or accounting experience required.
KEY RESPONSIBILITES/REQUIREMENTS:
• Create, maintain and publish regular weekly/monthly/quarterly reporting on business performance and KPIs to aid decision making and business management
• Respond to ad-hoc reporting requests from internal and external customers in a time sensitive environment.
• Create financial models to forecast and evaluate promotional spend and efficacy of planned promotions and marketing programs
• Support business operations through timely management of promotion and marketing related investment approvals
• Validate trade spend related invoices and process payments
• Assist in the monthly closing of accounts
• Track and report on variances vs forecast and budget
Background/Experience
• A Bachelor's Degree with 3-5 years of experience preferably in finance, accounting, business or supply chain management
• Experience with SAP, Oracle and other ERP systems
• Experience requiring management of finance, logistics, distribution, program management, and/or business planning, or equivalent work experience in planning, finance, or operations.
• Data Analytics, Forecasting and direct Customer interface experience preferred.
Necessary Skills/Attributes for this position the following skills and abilities must be demonstrated at a proficient level:
• The ability to develop and maintain excellent working relationships with all appropriate levels within and outside the company.
• Proven success in a highly dynamic and fast paced environment.
• Must have advanced MS Excel and MS PowerPoint knowledge and skills; experience in developing KPI and executive dashboards preferred.
• Must be comfortable in analyzing large datasets and drawing out insights
• Experience with analytics tools such as Tableau preferred
• Experience using advanced supply chain management, enterprise planning or financial planning systems is highly desired (Oracle, SAP, etc.).
• The ability to work either independently or in a team environment to achieve personal and team project goals, including the completion of assignments within and exceeding established time frames