Insight Global
The Sr. Financial Analyst applies well-established accounting and financial principles, theories, concepts, and practices to moderately difficult problems. Develops extensive short and long-term budgets and forecasts as well as various, complex forms of financial analysis for potential financial transactions such as acquisitions, real estate, refinancing, and account fluctuations. Completes and distributes non-standard reports and statements of a complex nature. Mentors and guides Level I and II Financial Analysts. This is the final level of a multi-level career development class series. Individuals at this level are considered fully competent to independently perform work assignments.
What you will do
Determines impact on business performance of various company initiatives
Provides timely and accurate reporting to senior management
Develops financial models to aid in investment decisions. Presents results to leadership across all areas of the business
Creates monthly KPI scorecards to identify opportunities and risks
Supports Field Finance team with ad-hoc analysis needs
Projects financial probabilities into the future and plays a significant role in preparing the company's annual budget, incorporating sales, margin, and expense projections
Develops and evaluates assumptions regarding the volumes of business which could be expected under the current business plan and under alternative strategies
Performs advanced financial analyses and develops standard and non-standard reports and statements of a complex nature
Develops financial models to aid in investment decisions in various departments. Presents results to leadership across all areas of the business
Maintains investment portfolio information on income simulation models and predicts the effects of changes in operating programs and identifies management informational needs
Assists in ensuring day-to-day accounting and financial operations are carried out in accordance with established accounting principles, policies, and objectives
Other duties assigned by management
Must haves
Bachelor's Degree in Finance, Accounting, or related field Required
4-6 years financial planning & analysis or corporate accounting experience required with a strong background in budgeting and forecasting Required
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What you will do
Determines impact on business performance of various company initiatives
Provides timely and accurate reporting to senior management
Develops financial models to aid in investment decisions. Presents results to leadership across all areas of the business
Creates monthly KPI scorecards to identify opportunities and risks
Supports Field Finance team with ad-hoc analysis needs
Projects financial probabilities into the future and plays a significant role in preparing the company's annual budget, incorporating sales, margin, and expense projections
Develops and evaluates assumptions regarding the volumes of business which could be expected under the current business plan and under alternative strategies
Performs advanced financial analyses and develops standard and non-standard reports and statements of a complex nature
Develops financial models to aid in investment decisions in various departments. Presents results to leadership across all areas of the business
Maintains investment portfolio information on income simulation models and predicts the effects of changes in operating programs and identifies management informational needs
Assists in ensuring day-to-day accounting and financial operations are carried out in accordance with established accounting principles, policies, and objectives
Other duties assigned by management
Must haves
Bachelor's Degree in Finance, Accounting, or related field Required
4-6 years financial planning & analysis or corporate accounting experience required with a strong background in budgeting and forecasting Required
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