Financial Analyst II

Under the direct supervision of a manager, the Financial Analyst II performs tasks of an analytical nature as an integral member of the Inmar Finance Team. The primary focus of the position is to create and/or maintain financial analysis and reporting that provides actionable analysis to maximize Inmar's business performance. The Financial Analyst II will demonstrate increasing understanding of Inmar as a service provider and increasing autonomy for the responsibilities assigned. Growth in position will allow all candidates to identify trends, anticipate questions and proactively provide answers to questions not yet asked. The Financial Analyst II will create new reporting and processes, in addition to building increasing autonomy managing existing processes and reports, and is expected to improve each with experience, insights and the evolution of changing data needs, including leading discussions within and across teams on topics in which expertise is built.Primary Accountabilities:

Operational

Assist Manager and other Finance team members in the preparation of the annual Budget and Quarterly Forecast updates as needed

Develop, maintain and produce monthly, quarterly or annual reports, as required and provide insights into the trends

Participate in forecasting activities

Work closely with Finance Managers on a variety of projects to identify and execute continuous improvement efforts to drive savings in process and operational execution

Manage business unit’s participation in the month-end close process

Review monthly expenses and provide variance explanations

Analytics

Identify and analyze business problems and devise procedures and solutions to the problems

Prepare cost and profitability analysis to support Product Development, Operations, Client Services & Sales

Enhance reporting capabilities with greater depth and consistency in formats

Gather, analyze and summarize data for Ad-hoc reports requested by Manager or Director

Understand and recreate the Inmar P&L, noting major revenue, expense and margin types across individual and multiple BUs and divisions, including consolidated performance

Understand and apply variable and fixed expense structures, productivity measures, and leverage of expenses as scale increases or declines.

Understand and apply the identification, creation and reporting of KPIs to reflect progress of business performance against hurdles necessary to achieve targeted results.

Additional Responsibilities:

Performs other duties as assigned

Complies with all policies and standards

Required Qualifications:

Bachelors in Finance, Accounting, Business, Economics or related field of study required

4-6 years 2-5 years of related work experience; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position required

Proficient with G-Suite and Microsoft Office

Comfortable using Excel, Excel data functions and related tools

Experience with financial/accounting systems, Oracle ERP and Hyperion Essbase systems experience a plus

Awareness and experience with data analytics and reporting tools, such as Tableau and Alteryx

Physical DemandsThe physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Use Hands to Handle Objects - Regularly

Reach with Hands or Arms - Regularly

Talk or Hear and Read Instructions - Regularly

Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally

View Items at a Close Range - Regularly

Rarely: Job requires this activity up to 25% of the timeOccasionally: Job requires this activity between 25% - 50% of the timeFrequently: Job requires this activity between 50% - 75% of the timeConstantly: Job requires this activity more than 75% of the timeIndividual Competencies

Analytical and Critical Thinking: Communicates using persuasion and authority.

Problem Solving: Completes routine and repetitive tasks where tasks are straightforward.

Establish Focus: Communicates at a high level and is able to negotiate on a broad spectrum of matters.

Teamwork: Advanced communication skills used to lead a team.

Communication: Contributes to strategy for their team.

Integrity: Able to communicate well in straight-forward situations.

As an Inmar Associate, you:

Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.

Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.

Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.

Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.

Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.

Support a safe work environment by following safety rules and regulations and reporting all safety hazards. Primary Accountabilities:

Operational

Assist Manager and other Finance team members in the preparation of the annual Budget and Quarterly Forecast updates as needed

Develop, maintain and produce monthly, quarterly or annual reports, as required and provide insights into the trends

Participate in forecasting activities

Work closely with Finance Managers on a variety of projects to identify and execute continuous improvement efforts to drive savings in process and operational execution

Manage business unit’s participation in the month-end close process

Review monthly expenses and provide variance explanations

Analytics

Identify and analyze business problems and devise procedures and solutions to the problems

Prepare cost and profitability analysis to support Product Development, Operations, Client Services & Sales

Enhance reporting capabilities with greater depth and consistency in formats

Gather, analyze and summarize data for Ad-hoc reports requested by Manager or Director

Understand and recreate the Inmar P&L, noting major revenue, expense and margin types across individual and multiple BUs and divisions, including consolidated performance

Understand and apply variable and fixed expense structures, productivity measures, and leverage of expenses as scale increases or declines.

Understand and apply the identification, creation and reporting of KPIs to reflect progress of business performance against hurdles necessary to achieve targeted results.

Additional Responsibilities:

Performs other duties as assigned

Complies with all policies and standards

Required Qualifications:

Bachelors in Finance, Accounting, Business, Economics or related field of study required

4-6 years 2-5 years of related work experience; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position required

Proficient with G-Suite and Microsoft Off