Job Summary: The Financial Analyst will play a key role in analyzing and interpreting financial data to support senior management and executive decision-making. Responsibilities include developing and maintaining financial models for budgeting, forecasting, and strategic planning, conducting detailed financial analysis for potential acquisitions, and creating dynamic reports and dashboards using Excel, Power BI, and PowerPoint. The role requires collaboration with internal teams and external stakeholders to ensure financial data accuracy, while identifying opportunities for process improvements and automation. Strong analytical skills, attention to detail, and the ability to communicate complex financial insights clearly are essential.
Essential Functions:
- Conduct in-depth analysis of financial data, identify trends, and provide actionable insights for senior management. Create and maintain robust excel modeling and synthesize materials for Executive-level and Board of Directors reporting.
- Develop and maintain financial models to support budgeting, forecasting and long-term strategic planning. Maintain high-level accuracy and integrity of financial data.
- Conduct detailed financial analysis and due diligence of potential acquisition targets, including valuation, synergies and risk assessment.
- Create and manage interactive dashboards/KPIs and reports using Excel, Power BI and PowerPoint. Present complex financial data in a clear, actionable format for stakeholders.
- Identify opportunities for process improvements and automation within financial reporting and analysis functions.
- Work closely with finance team members, departments, and external stakeholders to ensure alignment and accuracy in financial reporting and forecasting.
Qualifications:
Education: Bachelor’s degree in Finance, or equivalent experience in accounting, Economics, or a related field. Advanced degree or relevant certifications (e.g., CFA, CPA) are a plus.
Experience: 3+ years of experience in financial analysis, including experience developing financial forecasts and models leveraging advanced Excel modeling and PowerBI skills.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.
- Excellent written and verbal communication skills. Ability to present financial information clearly to both technical and non-technical audiences.
- High level of accuracy and attention to detail in financial analysis and reporting.
- Strong organizational and time-management skills with the ability to work independently and manage multiple priorities simultaneously.
- Experience with financial software and ERP systems (e.g., SAP, Oracle).
- Experience using Power BI
Geiger is an equal opportunity employer