Sr. Financial Analyst Full Time

The role of the Analyst is to provide analytical support and coordination. The role will provide business analysis in support of the account team and client’s business needs. The Analyst will collaborate with the Account Team, Client, and other team members throughout the process to coordinate team members, schedules, and activities in support of the program. The Analyst will gather and assemble data, using analytical and quantitative methods to analyze performance, identify problems, and develop recommendations that support the client and team goals.

This individual will maintain financial databases by entering, verifying, and backing up data according to client standard operating procedures in support of project management staff for a large communications company. These tasks may include trouble-shooting invoicing, fielding purchase orders queries, tracking and closing open commitments, coordinating, overseeing project closeouts, and completing related documentation and reporting functions.

KEY ACCOUNTABILITIES

• Understanding our business – Demonstrate familiarity with all facets of the client’s business and exhibit an understanding of services provided and customers served.
• Solutioning – Document requirements and assist in analyzing and reviewing potential solutions. Examines and analyzes financial information such as budgets, forecasts, income and expense statements and periodic operating results.
• Project Delivery – Contribute as an active and positive member on project teams to deliver or exceed project outcomes. Researches and prepares reports, analysis and recommendations for financial based analysis.
• Improvement & Innovation – Constantly look for ways to improve the way we work and the solutions we offer to our business and our client.
• Reporting – Organize program data into logical communication and messages as part of client presentation materials and management analysis reports.
• Communicate effectively with work partners and the Client, on financial data related to project creation, budget codes, active projects, closed projects, and historical data findings. Frequent WebEx meetings and phone calls followed-up by emails is required.
• Validate the accuracy of financial information within multiple systems across client platform.
• Analyze data from different sources, document and follow-up on variances.
• Facilitate the transfer of knowledge about the big picture, meeting capital management targets, to others e.g., coach/counsel a project manager on processing financial transactions or publish quick reference guide on how to close projects.
• Audit project budgets and milestones ensuring that timely project updates are made within project management technology solution.

DETAILED ACCOUNTABILITIES

• Ability to interrelate multiple data sources efficiently and effectively. Maintain reports on performance against internal Service Level Agreements including but not limited to project closeouts, regressions, overspend, suspended projects, purchase order, telephone equipment orders, and commitment evaluation.
• Perform data entry on a regular basis; keying inputs into required systems and Microsoft Excel spreadsheets; communicate/document results for internal clients.
• Process and maintain project related documentation such as agreements, contracts, purchase orders, and other work authorizations.
• Review program data performs quantitative and qualitative analyses and quantitative projections.
• Leverage and expand use of on-account software platforms to enhance analysis and reporting. Key applications include the Microsoft Business Suite, Power BI, and other data sources delivering market intelligence, customer analysis and competitor insights.
• Support and contribute to a collaborative and innovative teamwork environment.
• Respond to requests in a timely manner, meeting all deadlines
• Recommend process improvement opportunities– document current state process and create future state process documentation
• Deliver proactive approach to analytical outcomes with each group by function and geographic team with regard to business process re-engineering, internal control objectives, and best practices to address business needs, identify and solve problems, and enhance service levels.
• Write, maintain, and support a variety of queries and reports including ad hoc requests
• Communicates with customer(s) on project and project results.
• Provides analytical insight to Project Team, serving as data & analytics subject matter expert
• Creates PowerBI Dashboards, Smartsheet Dashboards/Portals with automation and other data presentation methods
• Uploads reporting daily from various sources.
• Create ad-hoc reports.
• Other duties as assigned.

Qualifications & Requirements

To perform this job successfully, an individual must be able to perform each essential function and assigned duty satisfactorily. The requirements listed below are representative of the knowledge, skills, competency, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree required.
• 3-7 Years previous experience preferred
• Outstanding customer service skills required.
• Must have basic understanding of PowerBI and other data and dashboard technology.
• Proficiency in Microsoft Excel (Ability to connect multiple data sets either through Power Query or the use of formulas to create consolidated tables, Familiarity with advanced functions
• (INDEX, MATCH, XLOOKUP / HLOOKUP / VLOOKUP, UNIQUE, etc.), Expert level pivot table comprehension, Familiarity with dynamic filtering options (slicers, formulas, tables, etc.),
• Understanding of conditional formatting and general visualization practices, Ability to visually represent information through use of the right charts, tables, and key information callouts,
• Attention to detail and comprehension of good data analytics practices (check, double check, evaluate the information upstream in the model to ensure that there are no anomalies created through the combination of data, etc.)
• Must possess excellent time management skills and be adaptable to change
• Ability to apply basic math, including adding, subtracting, multiplying, and dividing in all units of measure, using whole numbers, common fractions, and decimals
• Ability to communicate verbally in one-on-one situations with management and co-workers; listen to others without interrupting and get clarification when needed
• Strong attention to detail and focus on quality and accuracy
• Ability to take initiative, including asking for and offering help when needed; performs work independently without being prompted
• Ability to prioritize and plan work activities; use time efficiently; and work within deadlines

Source: Cushman Wakefield Career Page

Tagged as: Brokerage Firm