Teachstone Training

Financial Analyst

US-VA-Charlottesville
1 month ago
ID
2017-1041
# of Openings
1
Category
Accounting/Finance

Overview

The Financial Analyst has primary responsibility for Teachstone’s financial forecasting process and will play a key role in its annual budget process. The Financial Analyst will also be responsible for providing ad hoc financial analysis and financial forecasting support for the Company’s sales, operations, business development and marketing functions. This position interfaces with leadership of all departments at Teachstone to analyze data, create sales, staffing and other operating expense budgets and forecasts. This position requires strong organizational skills, decision-making, analysis, accuracy and a passion for getting results.

Responsibilities

  • Develop, manage and maintain a multi-year rolling financial forecast model
  • Enhance, manage and maintain the Company’s annual budget model and play a significant role in driving the success of the annual budgeting process under the direction of the Sr. Director of Finance
  • Analyze financial data by collecting, monitoring and creating financial models for decision support
  • Improve financial performance by analyzing results; monitoring variances; identifying trends; recommending actions to management
  • Maintain the forecasting database
  • Develops PowerPoint decks for Executive and Financial presentations
  • Work collaboratively with all departments to develop their full year budgets including, sales, margin and expenses
  • Work collaboratively with all departments to develop and maintain staffing models for use in forecast
  • Understand the operational/functional needs of all departments
  • Guide cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
  • Increases productivity by developing automated reporting/forecasting tools

 

Reporting and Analytics:

 

  • Analyze system reports to confirm actual results are in-line with forecasts
  • Publish monthly and quarterly sales analysis by area
  • Develop and publish insightful monthly analyses of actual results to forecast to communicate any significant variances to plan
  • Ensure accurate reporting and reconcile data between multiple systems
  • Provide ad hoc analysis and presentations as needed

Qualifications

  • 5+ years of experience with at least 3 years’ experience in forecasting
  • Bachelor’s degree in Finance, Accounting, Business or a related field
  • Must have strong analytical (quantitative as well as qualitative) skills, including building models, prior data mining and on line market research
  • Advanced skills in Microsoft Office Excel (i.e. pivot tables, formulas and macros)
  • Competency in Microsoft Office PowerPoint
  • Demonstrates strong attention to detail and accuracy
  • Strong prioritization/organizational/problem-solving and decision making skills
  • Ability to lead manage and motivate others through clear communication, collaboration, direct engagement and servant leadership
  • Self-starter with the ability to streamline functions and passion to learn and grow
  • Ability to work independently and in teams
  • Excellent written and oral communication skills
  • Ability to multi task and work successfully in a dynamic, fast-paced environment, including being able to adapt to new information and help the Company take advantage of new business opportunities
  • Strong internal and external customer service orientation

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed