You have the ability to use numbers to see the bigger picture, and enjoy using your creativity when devising ways to look at and report data. You’re able to work effectively with non-finance teams to forecast revenues and expenditures and advise on future budgeting. You explore investment options and set company-wide financial policies, and ultimately ensure our financial planning is healthy and profitable and aligns with business objectives.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Develop financial models through benchmarking and process analysis
- Forecast quarterly and annual profits
- Prepare cost projections
- Analyze and report on current financial status
- Conduct thorough research of historical financial data
- Explore investment options and present risk and opportunities
- Coordinate with the CFO and the executive team on long-term financial planning
- Compare anticipated and actual results and identify areas of improvement
- Participate in budgeting (for departments and projects)
- Review accounting transactions for data accuracy
- Establish financial policies
- Maintain confidentiality of financial information and investment decisions
- 2+ years of proven work experience as a Senior Financial Analyst, Financial Analyst, or similar role
- Hands-on experience with financial and statistical software
- Expertise in MS Excel (creating spreadsheets and using advanced formulas)
- Familiarity with finance databases
- Understanding of Enterprise Resource Planning systems (ERP)
- Up-to-date with accounting laws and regulations
- Excellent analytical skills
- Ability to present financial data using detailed reports and charts
- Demonstrable strategic thinking skills
- Confidentiality in handling sensitive financial information
- BS degree in Finance, Accounting or Economics
- Relevant certification (e.g. CFA/CPA) is a plus
To apply for this position, please email your resume to firstname.lastname@example.org and include the position title in the subject line.
MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.
MeridianLink runs a comprehensive background check, credit check and drug test as part of our offer process.