Financial Analyst I

Job Description

Position: Financial Analyst I

Department: Financial Planning and Analysis

Salary: $52,000 / year

General Summary:

The Financial Analyst is responsible for analyzing a company's financial position and recommending relevant policy actions by collecting, mining, monitoring, and studying data.

Their job within GardaWorld entails assisting with work plan reporting and reconciliation, processing financial transactions and tracking time and expenses.

Requirements:

• Assist in the preparation of financial reports

• With the help of computer spreadsheets, draw charts and graphs to illustrate technical reports

• Perform data entry, verification, and backup; and maintain a database

• Develop automated accounting applications to improve productivity

• Manage and coordinate the key financial measurements (revenue, gross profit, expense, and profit and cash) and also advise on cost-reducing techniques

• Determine the prices at which securities should be offered and syndicated to the public

• Interpret data on yield, price future investment risk trends, stability, economic influences, and other factors affecting investment programs

• Monitor variances, track receivables, and follow up on discrepancies

• Conduct business studies, review accounts, vendor reports, contractual terms, prices, and market oscillations

• Recommend investments and timings; prepare action plans for investment using financial analysis

• Analyze financial performance and develop forecast models

• Perform budget and cost analysis, reviewing and advisory of financial status

• Perform risk assessments and evaluation of due taxes

• Communicate or liaise with direct management, finance personnel and other analysts in meeting task assigned by the firm

• Present verbal or oral reports on general economic trends, individual corporations, and whole industries

• Maintain confidentiality of financial information, investment decisions, or any other tasks assigned by the organization.

Preferred Qualifications & Education

• Ability to translate complex data into easily understandable and actionable information

• Strong proficiency in Microsoft Excel (pivot tables, vlookups)

• Outstanding analytical skills, attention to detail, and accuracy

• Strong interpersonal skills

• Ability to communicate professionally, effectively, and courteously, both orally and in writing

• Capability to manage multiple tasks and projects simultaneously without compromising quality

• Highly organized and able to work well within time constraints

• Report writing experience is a plus and preferred

• Previous benefits administration experience preferred

Qualifications

Education