Financial Analyst I Job in Brown Deer 53223, Wisconsin Us
Financial Analyst I
Job summary:
Develops, interprets and implements financial concepts for financial planning and control.
GENERAL DUTIES AND RESPONSIBILITIES:
· Performs technical analysis to determine present and future financial performance.
· Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
· Meets with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets.
· Researches and compiles data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
· Tracks revenue and expenses on a monthly basis, comparing actual to forecasted figures and makes necessary adjustments.
· Performs economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
· Prepares reports for management summarizing results of research, analyses and evaluation of any discrepancies.
· Gathers and analyzes current data to aid in estimating future expenditures.
· Performs other related duties assigned as needed.
EDUCATION REQUIREMENTS:
Bachelor's degree in accounting or related field from an accredited four-year college or university, or an equivalent combination of education and experience as required for specific job level
GENERAL KNOWLEDGE, SKILLS AND ABILITIES:
· Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
· Communicates ideas both verbally and in written form in a clear, concise, and professional manner
· Ability to analyze and solve problems using learned techniques and tools
· Analytical and statistical examination skills
· Ability to understand and apply learned concepts
· Attention to detail, accuracy and confidentiality
· Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
· Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software
· Ability to establish and maintain effective working relationships with employees, clients and public
Entry level role requiring basic skills with a moderate level of proficiency. Performs discrete tasks working under close to moderate supervision with limited latitude for independent judgment and the ability to overcome minor obstacles while communicating problem areas to others. Consults with senior peers with goal of continually building knowledge/experience while minimizing any risk. This role is focused on learning to apply standards, developing an understanding of the business, and advancing personal professional growth through certifications and tailored goal setting. The position nonetheless exercises delegated authority to make and implement decisions having broad implications to the business. Typically requires a minimum of up to 3 years experience in an accounting/finance role or related field of study.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
EEO/AA Employer
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