Financial Analyst 3

Intelliswift$83K — $87K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or related financial discipline required, advanced degree preferred.
  • 5-7 years of financial and/or accounting experience required.
  • Strong verbal and written communication skills.
  • Proficient in budgeting, forecasting, and financial modeling.
  • Ability to analyze business trends and project future revenues and expenses.

Responsibilities

  • Oversee the monthly financial cycle, including vendor onboarding and invoice processing using SAP.
  • Ensure accuracy and compliance in all financial transactions.
  • Develop and maintain budgets and forecasts for organizational planning.
  • Lead monthly meetings with cross-functional teams to discuss financial performance.
  • Provide financial analysis support to HR functions to align with organizational goals.

Benefits

  • Onsite work environment for collaborative interactions.
  • Exposure to financial processes across various organizational functions.
Full Job Description
Pay rate range - $40/hr. to $42/hr.
Onsite

Top Skills: Budget Forecasting, Financial Analysis, Root Cause Analysis

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:
• Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.
• Ensure accuracy and compliance in all financial transactions.
• Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.
• Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.
• Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

Skills:
• Verbal and written communication skills, attention to detail, and critical thinking.
• Ability to work independently and manage ones time.
• Ability to analyze business trends and project future revenues and expenses.
• Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
• 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.
• 5-7 years financial and/or accounting experience required.

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