Financial Analyst

This role focuses on gathering, analyzing, and communicating complex financial information to support investment decisions and business performance management on a worldwide scale. You will conduct quantitative financial analyses, build and maintain financial models, and provide reporting and forecasting that inform key decisions across a global organization. The position offers the opportunity to manage a full P&L, including cost of goods sold (COGS), and to work closely with leadership on strategic financial planning, creating a strong foundation for future career growth toward finance leadership roles.

• Gather, analyze, and interpret financial information to support investment decisions and business planning.
• Conduct quantitative analyses of financial data affecting investment programs for internal stakeholders.
• Analyze financial information to produce forecasts of business, industry, and economic conditions.
• Interpret data affecting investment programs, including price, yield, stability, and future trends in investment risk.
• Assemble spreadsheets and develop charts and graphs to clearly illustrate technical financial reports.
• Support monthly reporting and forecasting activities, including preparation of financial packages and summaries.
• Work on multiple ad hoc reporting requests throughout the month, providing timely and accurate analysis.
• Refresh COGS and revenue reports at month end to reflect current performance and trends.
• Update business snapshots and outlooks that highlight key cost drivers and forecasted results.
• Maintain and update resource models to reflect resource mix, business trends, and financial impacts.
• Prepare, update, and distribute end-of-month reporting templates and related documentation.
• Collaborate with internal stakeholders to understand reporting needs and provide clear, actionable financial insights.
• Ensure financial data accuracy, consistency, and integrity across reports, models, and forecasts.
• Apply knowledge of accounting principles, financial markets, and relevant policies and regulations in daily work.
• Manage time and priorities effectively to meet deadlines and deliver high-quality work products.

• Minimum 5–6 years of experience with financial modeling.
• Minimum 5–6 years of experience with Excel-based financial analysis and reporting.
• Minimum 5–6 years of experience with financial forecasting.
• 5–7 years of overall financial and/or accounting experience.
• Strong financial analysis skills, including the ability to interpret complex data and draw meaningful conclusions.
• Proficiency in budgeting and budget forecasting processes.
• Advanced Microsoft Excel skills, including building and maintaining complex spreadsheets, charts, and graphs.
• Experience with financial reporting and preparation of technical financial presentations.
• Strong verbal and written communication skills, with the ability to present financial information clearly and concisely.
• High attention to detail and strong critical thinking skills.
• Ability to work independently and manage one’s time effectively in a fast-paced environment.
• Ability to analyze business trends and project future revenues and expenses.
• Knowledge of economic and accounting principles and the reporting of financial data.
• Knowledge of federal, state, and company policies, procedures, and regulations as they relate to accounting and finance.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Bachelor’s degree in accounting, finance, or a related financial discipline.

• Experience managing or supporting a full P&L, including COGS, is highly beneficial.
• Experience in roles such as Finance Manager or Reporting Manager is advantageous.
• Previous experience loading budgets in BPC is highly valued.
• Familiarity with systems such as Mercury, One Services, and SAP is a strong plus.
• An advanced degree in a financial discipline is preferred.
• Experience with budget forecasting loading in enterprise systems is highly leveraged.
• Demonstrated ability to work with global or worldwide finance teams is beneficial.
• Proven track record of meeting deadlines while maintaining high-quality deliverables.
• Comfort working on…