Financial Analyst

Job Posted 9 Days Ago Posted 9 Days Ago
Plano, TX
Mid level
Software • Consulting
The Role
The Financial Analyst role involves gathering and analyzing financial data to aid in investment decision-making. Responsibilities include financial forecasting, conducting market analysis, creating financial reports, and collaborating with teams to optimize business strategies.
Summary Generated by Built In

 Job Title: Business Professional - Financial Analyst 2
Duration: 12 months
Work Location: Plano, TX, USA
Job Description:
Top skills: Communication, Excel, analytics
Schedule: Hybrid, 4 days in office, 1 day WFH
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.
Skills:
� Verbal and written communication skills, attention to detail, and critical thinking.
� Basic ability to work independently and manage one's time.
� Basic ability to analyze business trends and project future revenues and expenses.
� Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
� Basic 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.
� 2-4 years financial and/or accounting experience required.
KEY RESPONSIBILITES/REQUIREMENTS:
Responsibilities and Duties:
• Manages and conducts a monthly and yearly target planning process focusing on a sales deduction portion of monthly revenue close
• Ensures planning numbers are aligned with target planning process monthly
• Manages promotion activities monitoring result and ROI to provide early warning of overspend or over-forecast of sell-in to optimize SD spend
• Communicates professional emails to customer, account team, SEA teams, and RPM teams and articulates complex updates in simplified way
• Communicates face to face with customer, account team, SEA teams, and RPM teams.
• Conduct reports on TIM status by category and accounts
• Strong awareness of sales activities, promotions in market, promotional performance and costs.
• Works closely with sales team and hold sales counterparts accountable, engages sales to drive improved sellout performance; deep understanding of numbers and ability to interpret sales results, drives actions and results.
• Communicates daily between headquarters and SEA organization on production allocation, delivery requirements, and inventory management.
• Analyze P&L, total investment (SD/MDF), revenue, risk to provide/allocate right-sized investments by team and category
• Create Holistic annual planning calendar by month with launches and business metrics
• Manage device lifecycle investment planning with TIM investment recommendation by account, by series, by month with historical analysis
Background/Experience Required:
• Bachelor’s degree from an accredited college or university required; Advanced degree preferred
• 0-4 years’ of experience in a telecommunications, CPG and/or retail industry supply chain, business, finance and sales operations management.
• Fluent in reading, writing, and verbal communications in English and Korean, for the translation of documents and information to and from each language.
• Advanced Excel skills
• Preferred 0-4 years of experience in building a function responsible for developing, compiling, and presenting product plans, delivery, and logistics schedules
• Strong analytical and excel skills a must
• High energy and ability to learn quickly
• Can work under varying work pressures, flexible
• Experience developing presentations using a variety of Global HQ and English PC applications methods, including word-processing and spreadsheet software.
• Strong desire to work in highly collaborative environment, walks around the office and does not become chained to desk.
Preferred Qualifications
• Ability to influence strategies and make decisions using a data driven approach
• Ability to use a structured problem solving approach in an ambiguous situation
• Plan, organize and prioritize multiple projects in a fast paced environment
• Ability to synthesize complex business information and make professional business presentations. Excellent oral and written communication.
• Ability to establish and develop data models, scenario based analysis and other deep analytical approaches to solve business and sales problems
• Ability to work in a team environment, working against individual and shared objectives
• Ability to accept tasks and work to resolve problems, when only broad and general guidelines exist
Skills and Qualifications
Necessary Skills & Attributes:
• Develop and maintain excellent working relationships with all assigned levels within and outside the company.
• Plan, organize, and prioritize multiple assignments and projects.
• Review detailed product development, marketing documents and media materials as needed.
• Demonstrated competency in both oral and written communication modes for both internal and external personnel at various levels.
• Work independently and in a team environment in order to achieve customer business objectives, personal and team goals and complete assignments within established time frames and specifications.
• The ability to develop tasks and work assignments, based on sometime vaguely defined objectives.
 

Top Skills

Data Research & Analysis
Financial Modeling
Forecasting
The Company
HQ: Blue Bell, PA
175 Employees
On-site Workplace
Year Founded: 2002

What We Do

Further Enterprise Solutions (FES) is a leading provider of innovative turnkey solutions, software solutions, and consulting services to telecommunications providers and equipment manufacturers.

FES excels in creating innovative solutions to our client needs, including management of complex projects in a turnkey model. Benefits to our clients include assurance that expectations will be exceeded and milestones and deliverables will be met. FES has managed projects utilizing all of the primary wireless technologies and network components, (LTE, UMTS, CDMA, EVDO, AGPS) & across multiple disciplines (RF, Core, Microwave, Transport, Software Development, Construction, Site Acquisition, Drive Testing).

FES deploys highly skilled and competent resources to assist our clients with their short to long term project requirements. FES resources integrate rapidly within the client organization, take ownership of assigned responsibilities, facilitate knowledge transfer and exit gracefully at the conclusion of each project. Our software delivers dramatic improvements in performance and efficiency through automation of routine tasks and enhanced visualization of information that was previously hidden.

We believe our employees are the reason for our success, and are always interested in speaking with candidates who looking for new opportunities and challenges in our dynamic industry.

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