Overview:
Hybrid: 25% on-site meetings required. This position requires residency in the surrounding suburbs of Phoenix/Scottsdale, Arizona, or the surrounding suburbs of Chicago, Illinois.
We are seeking a highly skilled and detail-oriented Financial Analyst II to join our corporate finance team. In the Financial Analyst Level II role, specializing in Excel proficiency, you will play a pivotal part in diverse financial responsibilities, such as conducting financial analysis, supporting budgeting and forecasting processes, and providing crucial support for financial decision-making. Your advanced Excel skills, particularly in constructing macros and pivot tables, will be instrumental in executing these tasks efficiently. Moreover, your responsibilities will extend to performance analysis, involving the meticulous tracking and analysis of financial data. You will actively support the Director of Finance, assisting with building and maintaining financial models. Beyond routine financial duties, you will play a key role in creating impactful quarterly and yearly financial review presentations, providing valuable insights to the management team. Your holistic approach also encompasses offering budget support, collaborating with the director to ensure financial goals align with strategic objectives, and contributing to the overall financial health of the organization.
Responsibilities:
· Utilize your advanced Excel skills to develop and maintain complex spreadsheets, including macros and pivot tables, to streamline financial analysis processes.
· Conduct financial analysis, interpreting data, and providing actionable recommendations to improve financial performance.
· Assist in the development and maintenance of financial models for budgeting and forecasting.
· Perform variance analysis to identify differences between actual results and forecasts/budgets.
· Create comprehensive quarterly and yearly financial review presentations to provide insightful analysis and recommendations to the Finance Director.
· Support the month-end and year-end closing activities, including preparing financial reports and statements.
· Maintain accurate and up-to-date financial records, ensuring compliance with financial principles and company policies.
· Collaborate with the finance team to assist in the preparation of financial forecasts, budgets, and variance analysis reports.
· Support the implementation of internal controls and contribute to process improvement initiatives.
· Communicate and collaborate effectively with cross-functional teams, including finance, sales, operations, and customer service departments.
· Stay updated with industry trends, regulations, and best practices related to financial analysis and reporting.
· Proficiency in preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements.
· Familiarity with tax regulations and experience in assisting with tax compliance and reporting.
· Strong understanding of internal control procedures and ability to identify and mitigate financial risks.
· Ability to collaborate with auditors during financial audits and provide necessary documentation and explanations.
· Proficient in using QuickBooks Enterprise for data entry, analysis, and reporting purposes.
· Excellent problem-solving skills and ability to identify process inefficiencies and suggest improvements.
· Detail-oriented approach with a high level of accuracy in data entry and financial record-keeping.
· Strong time management skills and ability to meet deadlines while maintaining a high level of quality work.
· Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) are a plus but not required.
Qualifications:
· Bachelor’s degree in accounting, Finance, or a related field.
· Proven experience as an Accounting Analyst or in a similar role.
· Strong knowledge and demonstrated experience in building macros and pivot tables in Excel.
· Proficiency in using QuickBooks Enterprise
· Excellent analytical and problem-solving skills, with exceptional attention to detail.
· Solid understanding of accounting principles and practices.
· Experience in creating comprehensive financial review presentations.
· Self-motivated and able to work independently with minimal supervision.
· Strong organizational and time management abilities, with the capability to handle multiple tasks simultaneously.
· Excellent communication skills, both verbal and written.
· Ability to adapt to changing priorities and work well in a fast-paced environment.
· High level of integrity and commitment to confidentiality.
Job Type: Full-time
Pay: $74,500.00 - $78,500.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Vision insurance
Physical setting:
Schedule:
Education:
Experience:
- Accounting: 3 years (Required)
- Microsoft Excel: 5 years (Required)
Ability to Commute:
- Phoenix, AZ 85050 (Preferred)
Work Location: Hybrid remote in Phoenix, AZ 85050