Financial Analyst 3
Apply NowCompany: Intelliswift
Location: Plano, TX 75025
Description:
Job ID: 24-06085 Pay rate range - $43/hr. to $45/hr. on W2
Schedule: Hybrid, 4 days in office (Friday WFH) 09:00 AM - 06:00 PM
Top skills: Attention to detail, Excel, and problem solving
Summary:
The main functions of a financial analyst are to gather and analyze financial information; and 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.
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
5-7 years of financial and/or accounting experience required.
KEY RESPONSIBILITIES/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 spending and the 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
Physical/Mental Demands and Working Conditions:
The position requires the ability to perform the essential duties and responsibilities in the following environment:
Work is generally performed in an office environment. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity.
The movement and transportation of equipment, most of the time is under 25 pounds. Performs work under time schedules and stress which are normally periodic or cyclical, including time-sensitive deadlines, intellectual challenges, some language barriers, and project management deadlines. Machines, tools, equipment, and work aids include PCs, printers, copiers, faxes, and other equipment commonly associated with an office work area.
May require working additional hours beyond normal schedule.
Travel required 10%-20%
Consistently demonstrates a commitment to policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities.
Schedule: Hybrid, 4 days in office (Friday WFH) 09:00 AM - 06:00 PM
Top skills: Attention to detail, Excel, and problem solving
Summary:
The main functions of a financial analyst are to gather and analyze financial information; and 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.
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
5-7 years of financial and/or accounting experience required.
KEY RESPONSIBILITIES/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 spending and the 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
Physical/Mental Demands and Working Conditions:
The position requires the ability to perform the essential duties and responsibilities in the following environment:
Work is generally performed in an office environment. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity.
The movement and transportation of equipment, most of the time is under 25 pounds. Performs work under time schedules and stress which are normally periodic or cyclical, including time-sensitive deadlines, intellectual challenges, some language barriers, and project management deadlines. Machines, tools, equipment, and work aids include PCs, printers, copiers, faxes, and other equipment commonly associated with an office work area.
May require working additional hours beyond normal schedule.
Travel required 10%-20%
Consistently demonstrates a commitment to policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities.