Job Description:

Are you a Financial Analyst with effective communication skills? You’re a good fit for this position, if you enjoy working as part of a team. HIREDIRECT is seeking skilled candidates for a Financial Analyst position with a thriving company. In this role, you will conduct financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Other daily assignments will include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. Do you enjoy collaborating with peers in areas such as forecasting, performance reporting, and expense management? Contact HIREDIRECT today about an exciting employment opportunity. This Financial Analyst role, which is located in the New York, New York, is a permanent employment opportunity.

Responsibilities:

– The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information

– Work closely with Accounting on the monthly and quarterly financial close processes

– Work alongside senior executives on strategic deep dives to create financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization

– Possess the know-how and be able to explain internal and external drivers impacting performance and trending

– Gather and oversee forecasting reports

– Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)

– Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans

– Develop monthly reports to business partners on financial results and if any actions are required

– Recognize potential risks and opportunities while analyzing performance to date

– Ensure business partners handle their resources by tracking monthly and quarterly performance through the comparison of actuals versus expectations

– Drive Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting

Requirements:

– Strong communication and social skills

– BA/BS degree in finance or a related field

– Eager problem-solver who listens for customer cues and actively resolves problems with grace and integrity

– Practical knowledge in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

– Strong familiarity with SaaS

– Adeptness in financial analysis

– Microsoft Excel experience preferred

– KPI Reporting experience preferred

– Financial modeling experience

– Budget forecasting experience

– Spreadsheet and ERP system experience preferred

– Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations

– Understanding of Business Intelligence (BI) reporting tools required

– Financial planning & analysis (go-to-market experience preferable)

– 2+ years of experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)