Sr Financial Analyst

Company: Trintech
Location: Plano
Posted on: May 25, 2023

Job Description:

Summary:


The Sr. Financial Analyst works closely with Finance management and other key leadership in the organization and is responsible for performing analysis that is used to develop strategy, monitor our businesses, and drive operational decisions. This includes, but is not limited to data analysis, variance analysis, cost-benefit analysis, and financial modeling.


PRIMARY RESPONSIBILITIES


Develop and prepare key performance measures around sales and pricing, monthly financial presentations, month-end reports, client operational and profitability analysis and other ad hoc analysis - with a heavy emphasis on revenue.

Prepare departmental budgets, business planning, forecasting and trend analysis for operational and/or financial projections.

Perform variance analysis and track key operational and financial performance measures.

Interact, present, and work with various departments and business unit leaders in preparation of analysis.

Create forecasting models from financial, operational, and market data.

Provide analysis to support cash flow forecasts and measurement.

Assist with development, measurement and follow-up to annual budget and business planning.

BA in Accounting or Finance

4-7 years of experience in Financial Planning & Analysis, Accounting, Finance, or Data Analytics

Must be proficient in Excel to include (Lookups, Pivot tables, Queries)

Ability to partner with technical counterparts to drive decisions in a fast moving environment

Strong attention to detail and ability to convert large volumes of data into actionable information

Strategic thinking, creative problem solving, and financial modeling skills

Deep appreciation for sound finance processes and ability to identify, develop, and drive operational improvements

Excellent organizational skills, ability to multi-task and address competing priorities

Solid written and verbal communication skills

Planful, PowerBI, Salesforce, Netsuite, VBA experience preferred

CPA/MSA/MBA preferred

Keywords: Trintech, Plano , Sr Financial Analyst, Professions , Plano, Texas