Financial Analyst

Company: Way Forward Consulting
Location: Plano
Posted on: February 4, 2025

Job Description:

W2 job to a staffing company

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Top skills:
- Financial modeling
- Data Research & Analysis
- Forecasting

Schedule: Fully onsite

Summary:
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

Skills:
Verbal and written communication skills, attention to detail, and critical thinking.
Basic ability to work independently and manage one's time.
Basic ability to analyze business trends and project future revenues and expenses.
Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
2-4 years financial and/or accounting experience required.

KEY RESPONSIBILITES/REQUIREMENTS:

Responsibilities:
--- Conduct market research and analysis to identify new business opportunities.
--- Assist in the development and implementation of business plans and strategies.
--- Analyze financial data and create reports to support decision-making processes.
--- Collaborate with cross-functional teams to assess and optimize business processes.
--- Monitor and track key performance indicators to evaluate the effectiveness of business initiatives.
--- Prepare presentations and reports for senior management and stakeholders.
--- Support the development and execution of budgeting and forecasting activities.
--- Stay updated on industry trends and competitive landscape to provide insights and recommendations.

Requirements:
--- Bachelor's degree in business, finance, or a related field.
--- 3-5 years of experience in business planning, strategic analysis, or a similar role.
--- Strong analytical and problem-solving skills.
--- Proficiency in data analysis and financial modeling.
--- Excellent communication and presentation skills.
--- Ability to work in a fast-paced and dynamic environment.
--- Advanced knowledge of Microsoft Excel and PowerPoint.
--- Experience with business intelligence tools and ERP systems is a plus.

Success Metrics:
--- Timely completion of business plans and strategies.
--- Accuracy and quality of financial analysis and reports.
--- Contribution to improved business processes and efficiency.
--- Positive feedback from senior management and stakeholders.

Keywords: Way Forward Consulting, Keller , Financial Analyst, Professions , Plano, Texas