Financial Analyst II

PRI Global, Inc.

$80K — $95K *
Finance & Insurance
Less than 5 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 relevant experience in financial analysis or similar roles.
  • Basic knowledge of economic and accounting principles.
  • Experience supporting financial systems implementations and upgrades.
  • Ability to analyze business trends and forecast revenues and expenses.
  • Strong proficiency in Microsoft Excel and financial software applications.

Responsibilities

  • Assemble spreadsheets and create visual reports like charts and graphs.
  • Analyze financial data to forecast economic and industry trends.
  • Interpret data to inform investment decisions based on risks and yields.
  • Communicate financial information clearly to clients and stakeholders.
  • Collaborate with teams to ensure financial data accuracy and reporting adherence.

Benefits

  • Comprehensive health benefits including dental and vision.
  • 401(k) retirement plan with company matching.
  • Professional development and educational reimbursement programs.
  • Flexible work hours and remote work options.
Full Job Description
Description: 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.

Must Have Skills :
-Experience supporting systems implementations, upgrades, or finance tooling/process changes
-Have worked with data and spreadsheets
-Project management experience, including coordinating tasks, tracking progress, and communicating status to stakeholders
-Attention to detail
-Working knowledge of financial statements (income statement, balance sheet, and cash flow) and common finance/accounting concepts.

Nice to Have Skills :
-Strong communication skills and ability to work effectively with partners across teams.
-Ability to handle sensitive information with discretion and follow applicable policies and procedures
-Demonstrated attention to detail with strong data quality and reconciliation skills.

Custom Fields:
Name: Team Name
Value: None

Name: If yes, approximately how often might CW's engaged by your team encounter graphic or objectionable content (imagery, video, or written) in the course of their work with your team?
Value: None

Name: Does this role deal with graphic and/or objectionable content to any extent?
Value: No

Name: How will performance be measured
Value: see rsd

Name: Top 3 must-have HARD skills
Value: see rsd

Name: Story Behind the Need - Business Group & Key Projects
Value: see rsd

Name: Typical Day in the Role
Value: see rsd

Name: Good to have skills
Value: see rsd

Name: Compelling Story & Candidate Value Proposition
Value: see rsd

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