The Financial Generalist will produce financial, market and operational analysis by querying data repositories and generating periodic reports. This role will devise methods for identifying data patterns and trends in available information sources, as well as synthesize current business trends to support recommendations for action. Provides reports on financial and performance measures on both a recurring and ad-hoc basis.
ESSENTIAL FUNCTIONS:
• The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity.
• All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions.
• Associates are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein.
• In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Associates are required to notify superiors upon becoming aware of unsafe working conditions.
• All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives.
• Synthesize current business trends or data to support recommendations for reporting.
• Utilize business intelligence tools, databases, dashboards for reporting and analytics.
• Take part in user acceptance testing for BI application cloud migration project.
• Update monthly management presentation slides.
• Update models/schedules for external reporting.
• Provides recurring and ad-hoc reports as required on financial and performance measures.
• Analyzes and interprets trends; identifies and communicates loss trends; recommends corrective actions to stem immediate shortfalls while addressing long-term profitability issues.
• Examines records of past and present operations; reviews historical cost data.
• Performs tasks and duties of a similar nature and scope as required for assignment.
MINIMUM QUALIFICATIONS AT ENTRY
Additional qualifications may be specified and receive preference, depending upon the nature of the position.
EDUCATION/EXPERIENCE:
• 1 - 3 years of experience
• Bachelor's Degree Preferred (Finance or Accounting preferred)
• Intermediate knowledge of Microsoft Excel & Powerpoint
• Ability to analyze reports/data and communicate information in a clear and concise manner
• Oracle BI knowledge a plus (any others that are
• Service industry experience a plus
COMPETENCIES: (as demonstrated through experience, training, and/or testing):
• Well-organized with good attention to detail, ability to balance and prioritize multiple projects in a fast-paced environment, and a proactive disposition
• Required ability to handle multiple tasks concurrently.
• Strong communication skills
• Ability to interact effectively at all levels and across diverse cultures.
• Ability to use financial systems and standard office applications software effectively
Working Conditions and Physical/Mental Demands:
With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include:
• Maintaining composure in dealing with executives, clients, prospects, and staff, in group settings and in situations requiring high performance and results.
• Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey.
• Handling and being exposed to sensitive and confidential information.
EOE M/F/Vets/Disabilities
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