Financial Analyst

 Job Title: Business Professional - Financial Analyst 2
Duration: 6 months
Work Location: Plano, TX, USA
Job Description: Business Planning Analyst
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.