Tech Financial Analyst

POSITION SUMMARY

• Reporting to the Vice President of Technical Services, the Financial Analyst is responsible for analyzing current expenses, creating financial models for decision support, forecasting future costs based on a keen understanding of the business, identifying trends, making recommendations for improvements, and managing client invoicing. This position requires a deep understanding of financial principles, strong analytical skills, and the ability to effectively communicate complex financial information to various stakeholders in simple terms.

Essential Duties and Responsibilities

• Expense Analysis: Review and analyze current operating expenses across all departments to identify trends, variances, and opportunities for cost savings. Prepare detailed reports to support management in making informed financial decisions.
• Cost Forecasting: Collaborate with business development teams to project costs associated with new business opportunities. Develop financial models to estimate potential revenues and costs, providing insights to support strategic decision-making.
• Client Invoicing: Oversee the invoicing process for clients, ensuring accuracy and timeliness. Work closely with account management teams to resolve any billing discrepancies and ensure client satisfaction.
• Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, providing accurate financial data and analysis to support the company’s financial planning process.
• Financial Reporting: Prepare and present financial reports, including monthly, quarterly, and annual financial statements. Analyze financial data to identify key trends and insights, and provide recommendations for improving financial performance.
• Cross-functional Collaboration: Work closely with various departments, including operations, sales, and business development, to provide financial insights and support business objectives.
• Other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Communication and Interpersonal Skills:

• Excellent communication skills, both written and verbal.
• Ability to work effectively with stakeholders at all levels.

• Analytical and Problem-Solving Skills:

• Strong analytical skills to assess data and drive decisions.
• Ability to quickly identify and resolve issues.

• Call Center experience considered beneficial
• Analytical mindset and inquisitive nature
• Ability to multi-task and adapt quickly to changing work conditions in a fast-paced environment
• Self-motivated with excellent time management
• Proficiency in financial modeling, forecasting, and reporting.
• Ability to explain complex financial concepts to non-financial stakeholders.
• Advanced proficiency in Microsoft Excel; experience with financial software or ERP systems is a plus.
• Strong understanding of accounting principles and financial regulations.

Education and Experience

• Bachelor’s degree in Finance, Business, Accounting or related field
• Three years of related experience

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.