Senior Financial Analyst

SUMMARY

The Senior Financial Analyst will utilize their accounting/finance background to analyze financial information and prepare reports as needed and directed.

KEY ACCOUNTABILITIES

• Analyzes current and past financial data and performance.
• Prepares ad hoc financial analyses and KPI reporting.
• Prepares annual budgets and update monthly rolling forecasts of the income statement, balance, statement of cash flows and capital expenditures.
• Creates and maintains various spreadsheets and dashboards for monthly financial and KPI reporting to private equity sponsors.
• Identifies trends in financial performance and provides recommendations for improvement.
• Prepares reports and projections based on this analysis; assists in preparing presentations for senior leadership.
• Coordinates with members of the management team to update financial information and forecasts.
• Prepares proforma pricing and profitability analysis on new business opportunities.
• Prepares weekly sales and pipeline reporting out of Salesforce.
• Prepares monthly client implementation and attrition reporting out of various source systems.
• Assists with the preparation of quarterly board reporting.
• Assists with the financial due diligence and risk assessment process on potential acquisitions.
• Participates in all pre-merger analysis and post-merger validation.

WORKING RELATIONSHIPS

• Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
• Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.
• Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• Bachelor's degree in accounting or finance.
• 5+ years of experience in accounting or finance.

KNOWLEDGE

• Internal controls.
• US GAAP.
• NetSuite ERP, NetSuite PBCS.
• Salesforce.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Equivalent education, experience, and KSA's will be considered.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.