Financial Analyst

JOB SUMMARY

The Financial Analyst is responsible for performing analyses of a variety of information including budgets, revenue and business data. The position is responsible for data collection and compilation, annual budget development; development and maintenance of reports necessary to monitor performance relative to the financial plan, revenues, and business performance.

• Perform financial and operational trend analysis, forecasting, planning and budgeting
• Support the development and maintenance of reports necessary to monitor performance relative to financial and operational plans
• Perform research and develop responses to changes in financial requirements; develop and analyze fare policy, including changes to fare structure and customer usage
• Assist with preparing metrics and establishing goals/objectives to drive accountability and
• Monitor and analyze program operations, expenditures in compliance with regulations and contractual agreements
• Maintain documentation of business processes, analytics and data sources for use in audits

• Perform analyses and research to ensure the integrity of data and the quality of the information collected, maintained and reported to meet internal and external requirements
• Analyze and prepare various monthly, annual and ad hoc reports
• Collect and analyze matrix to develop and implement improvements of reporting data quality
• Plan and conduct diverse and complex management studies
• Complete a variety of budget and related analytical functions of the annual budget development cycle

• Establish and maintain effective working relationships with internal and external stakeholders

• Ensure the department’s compliance with all applicable local, state and federal guidelines and laws

The Financial Analyst requires a working knowledge of the methods and techniques used in complex statistical operational and financial analysis. Knowledge of accounting theory, principles, practices and Generally Accepted Accounting Principles (GAAP) is necessary. The ability to adapt the application of current and evolving information technology to the workload is also required.

Demonstrate strong motivational, time management, problem-solving and organizational skills. Ability to set priorities and present and speak publicly. Ability to be detail-oriented. Ability to work independently under general supervision. Ability to exercise independent judgement and to keep information confidential. Ability to organize complex materials and manage multiple projects. Ability to prepare and analyze various reports and data to resolve issues/problems. Ability to maintain accurate records.

Ability to gather, interpret, analyze, evaluate and present a variety of data, solve problems and present alternatives. Skills in building relationships with stakeholders.

Demonstrated proficiency in Microsoft Office software products specifically, Excel. Experience with financial operating systems, preferably People Soft Financial software.

Strong interpersonal skills to foster teamwork and create positive connections with customers. Ability to meet goals to increase efficiency improving customer service.

Bachelor’s degree in Business Administration, Economics, Finance or related field. Three (3) to five (5) years’ experience analyzing and evaluating operational and financial programs and problems, developing alternatives, and recommending solutions. Experience in performing detailed business analyses in a large organization with a complex mission.

N/A

Excellent verbal and written communication skills. Ability to read, analyze and interpret common business journals, financial reports and light legal documents. Ability to respond to inquiries. Ability to produce written and/or oral reports and to create and present information. Bilingual a plus.

Ability to perform complex mathematical computations. Ability to apply descriptive statistics, such as mean, median, mode, standard deviation, correlations and regression analyses and concepts such as fractions, percentages, ratios and proportions to practical situations.

Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to maintain a level and appropriate business demeanor.

Salary/Compensation: $49,637 - $62,046 per year