Financial Analyst

Description

Position Summary

The Financial Analyst will be responsible for providing financial analysis, forecasting, and reporting to support strategic decision-making and business planning. This role will involve working with cross-functional teams, developing and maintaining financial models, and providing insights to improve financial performance.

Key Responsibilities

• Analyze financial and operational data and provide insights to drive improved performance
• Support financial forecasting and budgeting for business planning and decision-making processes
• Develop and maintain key performance metrics (KPIs) to measure the effectiveness of business operations and progress on key initiatives.
• Prepare monthly Branch Review templates for variance analysis and support GMs in preparation for the reviews.
• Collaborate with cross-functional teams to support business initiatives and projects
  
  

Skills/Traits/Competencies

• Problem solving – Poses insightful questions, explores all sources for answers, uncovers hidden patterns, goes beyond the obvious, employs rigorous logic to understand problem origins, and devises creative, cost-effective solutions.
• Analytical thinking – Leverages facts and data for logical assumptions, discerns significance, identifies inconsistencies, and draws accurate inferences through differentiation, comparison, contrast, linking, and research.
• Effective communicator – Consistently communicates clearly and thoroughly, optimizing audience understanding with concise, timely, and effective speaking and presentation skills.
• Collaboration/Relationship Building – Cultivates strong working relationships through interpersonal skills, secures cooperation, promotes win-win solutions, and collaborates effectively with individuals beyond formal authority to achieve goals.
• Adaptability – Adapts by adjusting behavior, routines, and habits to meet goals and changing circumstances, maintaining balance amid conflicting demands.
  
  

The successful and eligible candidates will receive a competitive compensation package that includes: health, dental, vision, life and AD&D, voluntary life, short-term and long-term disability, accident, critical illness insurance, hospital indemnity plan, employee assistance program, company-sponsored 401K retirement plan, holidays, cell phone stipend, and paid time off (PTO). Watterson is an E-Verify and Equal Opportunity Employer. Watterson conducts background checks as part of our hiring practices.

Requirements

Physical Requirements

• Operating a computer.
• Sitting for prolonged periods.
  
  

Experience/Education/Qualifications

• Bachelor’s degree in finance or data science
• 2+ years of experience in financial analysis or related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in financial modeling and forecasting
• Advanced knowledge of Excel and other data visualization software
• Experience with budgeting and financial planning
• Experience working in a fast-paced environment