Financial Analyst

Position Location

Madison, WI

 

Primary Purpose

Providing and effectively communicating accurate financial data and analysis to internal and external constituents in a timely manner.

 

General Responsibilities

  • Support Finance team in reporting, forecasting, and monthly close processes.
  • Assists with quarterly reviews and annual audit.  Preparation of supporting work papers and coordinates procedures with external auditors.
  • Provides information to management by assembling and summarizing data; preparing reports; presentations of findings, analyses, and recommendations.
  • Improve financial status by analyzing results and variances; identifying trends; recommending actions.
  • Work with finance team to cross-train and document internal processes
  • Develop, maintain and distribute ad-hoc reports and financial models as needed
  • Assists other departments/employees with special projects, and other duties as assigned.

 

Experience & Qualifications

  • Strong financial reporting background
  • Able to understand our business strategies, products and markets and anticipate the impact on related accounting, risk and other factors.
  • Ability to gather data, analyze and compile information and prepare reports.  Ability to effectively and proactively communicate and collaborate with a wide range of people at all levels of the organization.  Ability to work autonomously.
  • Familiar with a variety of financial, accounting and operational concepts, practices, and procedures. 
  • Proficient PC skills including Word, Excel, PowerPoint, and Solomon.
  • Strong interpersonal as well as both verbal and written communication skills.  Must be detail oriented and organized.
  • Minimum of 2-3 years of accounting/financial analysis experience

 

Education

Bachelor's degree in Finance or Accounting and equivalent professional license required.