Financial Analyst

ID
P-00026757
Category
Finance/M&A
Position Type
Full-time
Location : City
Orem
Location : State/Province
UT

Overview

JOB TITLE: Financial Analyst

LOCATION: This position is out of our Spanish Fork UT office. 

 

 

 

Description:

Finance Analyst assists Finance Managers with business operations to provide financial insight through actionable business analytics, business planning, and fact-based recommendations that will assist the company to achieve its strategic goals and priorities.

 

Job Responsibilities:

  • Keep confidential the information of the company
    Assist in the annual budgeting process, quarterly forecasts, and long-range financial planning
  • Perform variance analysis comparing actual results to budget and forecast, and communicate key drivers to management
  • Help develop and maintain financial models, including scenario and sensitivity analyses
  • Provide actionable insights and recommendations to support strategic and operational decisions
  • Partner cross-functionally with operations, accounting, and business leaders to understand performance drivers
  • Support monthly and quarterly reporting through preparation of financial and management reports
  • Analyze trends in revenue, expenses, capital investments, and cash flow
  • Assist in the development and maintenance of dashboards and reporting tools
  • Evaluate business performance and identify areas for margin expansion or cost optimization
  • Assist with ad hoc financial analysis to support key business initiatives and projects
    Help to improve and streamline financial processes, systems, and reporting frameworks
  • Prepare presentations and materials for executive and stakeholder review
  • Ensure data accuracy and maintain integrity of financial information

Knowledge, Skills, and Abilities:

  • High moral and ethical standards
  • Effectively communicate financial information and understand the activities of non-financial functions
  • Proficiency in Excel and financial systems; experience with BI tools (e.g., Power BI) and SQL preferred
  • Highly organized and detail oriented
  • Solid understanding of financial statements, accounting principles and practices, and financial forecasting
  • Strong written and verbal communication skills
  • Demonstrated experience using business models, budget comparisons, and forecasting
  • Ability to create and give effective presentations


Education and Certificates:

  • Bachelor’s degree in accounting, finance, or related field
  • 1-3 years previous accounting or finance experience preferred

Physical Requirements:

  • Sedentary work, requiring regular lifting up to 10 pounds and occasional lifting up to 25 pounds
  • Repetitive motion associated with operating a computer and other office equipment
  • Inside, climate-controlled working conditions, seated at a desk for extended periods of time
  • Occasional overnight travel to different offices and trainings and meetings
  • May require working long hours occasionally during high deliverable periods

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