Financial Analyst I
Core
Analyze financial performance, manage budgeting and forecasting, and drive operational efficiency improvements for a financial services enterprise.
Role type
Financial Analyst I
Builds
Operational analysis reports, quarterly/annual budgets, long-range strategic plans, and variance analysis.
Domain
Financial Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, forecasting, financial statement analysis, budgeting, data analysis, process improvement, strategic planning
Preferred skills
Experience with complex data files, technology skills for reporting, cost-benefit analysis
Technologies
Information systems, data files, financial modeling tools
Responsibilities
Analyze financial performance against key business metrics; prepare monthly/quarterly budget versus actual variance analysis; lead quarterly/annual operations budgeting and planning process; research and prepare ad hoc variance analysis; construct processes for tracking capitalized labor and software development depreciation; identify areas for process improvement and drive operational implementation.
Seniority
Entry-level to Junior, hands-on IC