Senior Financial Analyst

Shamrock

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting or Finance; MBA or CPA is a plus
  • 4+ years of relevant experience in financial analysis
  • Strong technical skills in Excel, Power BI, and Dynamics (DAX)
  • Proven ability to translate data into actionable insights
  • Effective verbal and written communication skills
  • Strong analytical and problem-solving capabilities
  • Flexibility to manage workload across varying schedules.

Responsibilities

  • Conduct financial analysis from multiple departments
  • Collect and analyze financial data for tracking progress
  • Report financial performance and create decision-making models
  • Develop and share expertise in analytical tools
  • Analyze expenditures and recommend modifications to financial procedures
  • Enhance data capabilities and promote data literacy organization-wide
  • Communicate analysis into actionable insights for business leaders
  • Assist in the preparation of financial presentations/statements.

Benefits

  • Opportunities for professional development and certification
  • Flexible working hours to accommodate varying schedules
  • Collaboration with cross-functional teams in a supportive environment
  • Exposure to advanced analytics and financial tools
  • Dynamic workplace with growth potential.
Full Job Description
The Senior Financial Analyst will serve as business partner to the Finance Manager, Branch Manager, and Sales Department conducting quantitative analyses of data and information affecting budgets, forecasting, expenses, and other financial projects helping to drive decisions related to all facets of the branch business.

Essential Duties:
  • Conduct and develop financial analysis acquired from various departments
  • Collect and analyze financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress
  • Report current or expected financial performance and create financial models to guide decision making
  • Develop technical expertise in analytical tools and techniques and serve as a resource to others
  • Analyze expenditures, sales, depreciation, and capital investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls
  • Accelerate the organization's data capabilities and provide the means for increasingly sophisticated uses of data while promoting data literacy across the organization
  • Translate and communicate analysis and data into actionable information for business leaders
  • Assists in the preparation and distribution of monthly, quarterly, and/or annual financial presentations/statements
  • Provides analysis and the necessary guidance to individuals and corporate organizations
  • Other duties as assigned

Qualifications:
  • Bachelor's Degree in Accounting or Finance, and 4+ years relevant experience; MBA or CPA a plus
  • Strong technical knowledge of Excel, PowerPoint, Microsoft Power BI and Dynamics (DAX)
  • Proven ability to analyze and translate data into actionable information
  • Ability to manage workload utilizing various computer platforms/software applications
  • Strong analytical and problem-solving skills
  • Effective verbal and written communication skills
  • Demonstrated ability to work effectively as part of a team
  • Must be flexible and willing to work the demands of the department which may be subject to evenings, weekends and holidays.

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