Financial Analyst (Budgeting and Analysis)
This position will assist with providing analysis for changes to operations to ensure maximizing company ROI while meeting industry metrics. This includes pricing analysis for new and existing contracts as well as vendor contracts. This position is expected to have business acumen to add qualitative information of external and internal factors to quantitative analysis. This position will also assist in the preparation, analysis, and distribution of the financial statement package. Responsibilities include follow-up to inquiries made regarding issued financial statements, as well as special projects assigned by management. Attention to detail and accuracy of analysis are a must!
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Analyzes financial information for the organization or one of Alta's Clients.
Develops integrated revenue/expense analyses, projections, reports, and presentations.
Analyzes financial information detailing assets and liabilities and prepares balance sheet, profit and loss statement and other reports to summarize current and projected company financial position.
Serve as liaison to leadership, assisting them with forecasting and P & L related service issues.
Complete all cycles of the forecasting process. Assist in the month-end closing and distribution of monthly financial statements.
Perform detailed financial statement analyses, including discussions on various issues.
Determine pricing for new and existing business; work with competitive pricing models and develop business proposals that take into account current environment and future changes based on contract length and industry dynamics
Identifies trends and developments in competitive environments and presents findings to senior management.
Perform financial forecasting, reconciliation of internal accounts and be able to compare to expectations based on the industry/business.
Investigate errors and complaints. Adjust journal entries as necessary.
Review monthly invoicing to ensure compliance with contract
Assists with accounts receivable and special projects, as necessary.
Ensure that processes at all times have appropriate internal controls
Assist with internal and external audits (i.e. financial, benefit plans, workers compensation, bank audits, client audits, etc.)
Work with regulatory institutions and/or government agencies.
Conform with and abide by all regulations, policies, work procedures, and instructions.
Regular attendance, punctuality and adherence to agreed-upon schedule of availability are conditions of employment and essential function of this position.
Although this position will not have responsibility for direct reports, the position requires active leadership in daily interactions with the program directors. The financial analysts provides the tools, insight and understanding of billing mechanisms to help manage the forecast, financials and billing in conjunction with the program director. This position also requires active leadership in the way of supporting strategic initiatives as well as active personal development and application of Six Sigma methodologies.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Excellent interpersonal, verbal and written business communication skills. Ability to establish rapport, builds relationships and loyalty with external and internal customers and coworkers.
Intermediate skills in the development of financial analysis.
Highly self motivated with the ability to prioritize complex, diversified responsibilities, multi task effectively and execute tasks with a sense of urgency with minimum supervision. Strong organizational, time management and planning skills. Ability to remain focused and productive while working under pressure. Strong attention to detail and accuracy.
Strong analytical skills, logical decision making and troubleshooting skills with the ability to problem solve in a timely and effective manner. Exercises good judgment.
Ability to maintain a high level of integrity and confidentiality by handling sensitive and private client and customer information in accordance to Alta Resources and Client's policies and regulatory requirements.
Ability to work with ambiguity embraces change and is flexible to the needs of the business and team.
Proven ability to meet deadlines and key metrics, and deliver results in a fast paced, ever changing, global environment.
EDUCATION and/or EXPERIENCE
Bachelor's degree in Accounting or Finance plus a minimum of 2 years of public accounting, audit/or related corporate experience required.
TECHNOLOGY SKILL BASE
This position requires a working knowledge of computer technology that includes: Windows, PowerPoint, Advanced Word, Excel, and accounting software preferably Great Plains and Management Reporter. Individuals must possess the ability to learn and understand new software and other technology applications as introduced by the Client and Alta Resources.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.
While performing the duties of this job, the employee is regularly required to sit for up to eight hours, and stand. Manual dexterity which allows the individual to use hands to type on a keyboard, use a mouse and write are required, as is the ability to talk, and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The environment for which this position functions contains scents and fragrances related to product samples that are necessary to have on site in order to complete the essential job functions of this position or others positions within the same area. Due to the nature of this work individuals are required to be on-sight during hours designated by the Client, however, the occasion will arise when the employee must be off-site due to business functions.
Neenah, WI | Brea, CA | Fort Myers, FL | Pasig City, PH | Belize City, BZ | Mexico City, MX
- Pay Type Salary
- Pasig, Metro Manila, Philippines