[Hiring] Financial Analyst @Apptad, Inc.

Role Description

Taxwell is seeking a Financial Analyst that will be responsible for collaborating with multiple business leaders and executives to understand and analyze key expense drivers and to help advise on strategies to reach optimal cost management in all areas of the organization. The person in this role will serve as a trusted advisor to both the Director and the VP of Finance in key business decisions with financial impacts. Success in this role requires an ability to gather and analyze complex data, form conclusions, and present recommendations that directly influence strategic and tactical decision-making for all areas of the company. The role will be responsible for developing and maintaining financial models to support analysis and strategic initiatives while building effective relationships across the organization.

Qualifications

• 3-5 years of relevant experience.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree preferred.
• Proven experience in financial analysis, budgeting, and variance analysis.
• Advanced proficiency in Excel, including financial modeling and data analysis.
• Strong knowledge of SQL for data retrieval, manipulation, and analysis.
• Proficiency in Tableau for data visualization and reporting.
• Experience with Workday Adaptive Planning is a plus.
• Excellent analytical and problem-solving skills, with a keen attention to detail.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Strong communication and interpersonal skills for effective collaboration and stakeholder engagement.
• Ability to multitask and prioritize tasks to meet project deadlines.

Requirements

• Analyze financial statements and reports to identify trends, discrepancies, and opportunities for improvement.
• Assist in variance analysis to assess financial performance and provide insights into potential areas of concern or success.
• Collaborate with cross-functional teams to contribute to the budgeting and forecasting processes.
• Develop and maintain financial models to support decision-making and strategic planning.
• Prepare and present comprehensive financial reports and presentations for stakeholders and management.
• Conduct in-depth data analysis to identify key metrics and trends, providing actionable insights to the management team.
• Ensure data accuracy and integrity by implementing robust data management and quality control processes.
• Proactively identify and recommend process improvements to optimize financial operations and enhance overall efficiency.
• Stay informed about industry trends and best practices, integrating relevant information into the financial analysis process.

Benefits

• Competitive salary.
• Outstanding benefits package that includes medical, dental, vision, and life insurance.
• Paid vacation and sick days.
• Paid holidays.
• Tuition reimbursement.
• 401(k) with company match.