Financial Analyst

JOB DESCRIPTION

Position: Financial Analyst Effective Date: March 4, 2024

Department: Administration FLSA Status: Exempt

Reports to: Director of Finance

Position Summary: Responsible for various financial analysis and financial planning activities, in coordination and with instruction from the Director of Finance.

Primary Responsibilities:

1. Support the Director of Finance in setting financial objectives for the company, including:

a. Preparation of the annual budget

b. Periodic forecasting and updates

2. Monitors performance against the financial objectives via:

a. Preparation of the monthly variance analysis reporting package, including input from

department heads

b. Determination of relevant KPIs to be tracked and reported, and maintaining the

monthly/periodic reporting of such

3. Assist with preparation of financial information for meeting presentations

4. Assist the Director of Finance with cash planning initiatives and cash flow variance analysis

5. Assist the Director of Finance with equity valuation and other related activities

6. Assist Director of Finance with ad hoc excel-based financial modeling

7. Performs other related duties as assigned

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Must have ability to apply logical analysis to data or conditions and to quickly identify and communicate resultant issues and conclusions. Must be a team player, have excellent communication skills and ability to interact directly with various personnel at all levels.

Education/ Certifications

 BS in Accounting

 CPA preferred

Work Experience:

 Experience working in the public accounting field (particularly auditing) required

 At least five years of overall accounting and/or finance experience required

 Previous work experience in medical device field is preferred, but not required

 Experience in a manufacturing/production environment is a plus

Computer Skills:

 To perform this job successfully, an individual must have a strong technical background,

including advanced experience in the use of MS Office (Word, Excel, and PowerPoint), and other standard computer applications (email, web browser, etc.)

 Understanding of and experience with accounting and finance (ERP) systems is required.

NetSuite experience is a plus.

Knowledge, Skills and Other Abilities:

Strong Written and Oral Communication Skills

Attention to detail

Interpersonal Skills Grammar/Punctuation

Proofreading Skills Computer Literacy Keyboard Skills

Customer Relations

Customer Service

Diplomacy

Professionalism

Filing

Math Aptitude

Organization Planning

Time Management

Reading Skills Computer Literacy

Self-motivated Team Player

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is frequently required to stand, walk, and reach with hands and arms. The employee is occasionally required to climb or balance, and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. They also occasionally move objects weighing up to 20 lbs., and sometimes, but rarely, up to 50 lbs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to see color.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to work near moving mechanical parts. The employee is occasionally exposed to fumes or airborne particles, and risk of electrical shock. The noise level in the work environment is usually mild to moderate.

Travel:

Minimal, as required.

Job Types: Full-time, Contract

Pay: $90,000.00 - $110,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)
• Microsoft Excel: 5 years (Preferred)
• Financial modeling: 2 years (Required)
• Cash flow statement: 2 years (Required)
• Budgeting: 2 years (Required)
• Forecasting: 2 years (Required)
• Manufacturing: 2 years (Required)

Work Location: In person