What are the responsibilities and job description for the Financial Analyst position at Pointsmith?
Summary:
The Financial Analyst holds responsibility for crucial financial operations within their designated departments and an extensive financial understanding of their respective functional domains. The role involves utilizing technical expertise to encourage decision-making based on data. It requires proficiency in the company's financial planning system, the ability to work with different data sources, and the capability to perform project-based analyses as necessary. Additionally, the Financial Analyst will assist in defining, developing, and improving reporting and data capabilities throughout the organization.
General Duties and Responsibilities:
- Assist with financial aspects of the annual budget and monthly forecast processes.
- Conduct margin analysis to identify areas for cost optimization and revenue enhancement.
- Work with other team members and cross-functionally to build data-driven solutions from large data sets that support greater business insight, enhanced analytics, and/or greater efficiencies.
- Drive efforts to improve processes and profitability by developing insightful analytics and reports.
- Develop a clear understanding of business needs and proactively address those needs through detailed financial analysis.
- Create and maintain key financial models related to assigned departments.
- Establish and maintain close working relationships with functional teams, team leaders, and all key accounting and finance personnel.
- Position may require other duties as assigned.
Education:
- BA/BS in Finance, Accounting, Business, Economics, or a highly analytical field.
Experience & Requirements:
- 4 years’ experience in financial analysis or analytics/data analysis
- Considerable experience with Microsoft Office and other financial software / systems
- Strong understanding of inventory costing methods in a manufacturing or printing environment.
- Experience with Vena Solutions, or similar, financial reporting software a plus.
- Expertise in using Excel's built-in functions and formulas to perform calculations and data manipulation.
- Experience in designing and implementing Excel-based solutions to address business needs and improve processes.
- Proven ability to build strong relationships at all levels throughout an organization.
- A self-directed individual able to adapt quickly to changes in priorities and business conditions.
- Well-developed presentation skills.
Job Type: Full-time
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Katy, TX 77449: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Can you troubleshoot and debug VBA code to resolve issues and optimize performance?
- Have you worked with financial reporting software such as Vena Solutions, Workday Adaptive Planning, Datarails, Prophix, or equivalent systems?
- Do you have expertise in using Excel's built-in functions and formulas to perform calculations and data manipulation, as well as familiarity with advanced Excel features like pivot tables, Power Query, and Power Pivot?
- Do you have experience using SQL in a professional setting? Please provide a brief example of how you have utilized SQL in your previous work.
- Do you have experience building macros in Excel to streamline reporting processes?
Work Location: In person
