Position Summary: The Financial Analyst develops, interprets, and assists in implementing complex financial models, spreadsheets and concepts, or techniques for Company financial initiatives by performing the following duties.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Conducts internal due diligence to create complex financial pro-formas and prepares pro-forma models and analysis for recommendations for policy, procedure, control, or action.
- Analyzes financial information to determine present and future financial performance.
- Identifies trends and recommends improvements accordingly.
- Evaluates complex profit-sharing arrangements, operating records, and financial statements.
- Directs preparation of studies, reports, and analyzes in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts.
- Interprets and applies corporate financial policies, government legislation, and accounting theory.
- Establishes databases of pertinent information for use in analyzing future plans and forecasts.
- Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
- Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
- Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
- Assists organization's Controller in the development of the budget, planning, and other corporate financial requirements.
Competencies: To perform the job successfully, an individual should demonstrate the following.
- Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.
- Problem-Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem-solving situations; uses reason even when dealing with emotional topics.
- Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.
- Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
- Undergraduate degree with exceptional grades; and 0-2 years of ed experience and/or training; or equivalent combination of education and experience.
Language Ability:
- Read, analyze, and interpret financial reports, contracts, legal entity documents and other legal documents.
Mathematical Ability:
- Highly skilled at Microsoft Excel and other similar programs. Comfortable calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, area, and volume. Apply concepts of basic algebra.
Reasoning Ability:
- Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills:
- Proficiency with MS Office Suite
Certificates and Licenses:
Supervisory Responsibilities:
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
.Hybrid-work situation. Office is locate'd in Franklin, TN.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. Specific vision abilities required by this job include close vision.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.