SUMMARY

The Financial Analyst will be responsible for preparing, refining, and tracking expense reporting to ensure accuracy and accountability.

The ideal candidate possesses superior organizational and time management skills with a proven ability to multi-task. The candidate must also demonstrate strong independent reasoning, critical thinking, and problem-solving skills with the capability to think and act proactively.

The Financial Analyst will work with various internal departments on a regular basis. This position reports directly to the Senior Director of FP&A.

WHAT YOU WILL DO :

• Collaborate on the buildout of the annual enterprise budget / reforecast
• Preparation of departmental expense tracking reports
• Lead monthly meetings with department heads to go over financial results
• Review accuracy of the coding of data entered into ERP system to align to budget
• Assist with the month-end and year-end closing process
• Assist in tracking performance against budgets and business plans and recommend modifications as appropriate
• Exposure to suite, sponsorship and ticket sales revenue reporting
• Assist in creating and updating financial reports that are distributed to senior leadership
• Assists with special projects as assigned
• Ad hoc reporting as necessary, including excel modeling, management reporting dashboards, etc.

WHAT YOU WILL BRING :

• Bachelor’s Degree in Accounting, Finance, Sports Management, Economics, or Business Management required.
• 1-3 years minimum experience in an analytical and finance role.
• Experience in Workday Adaptive, NetSuite and Excel a plus.

WHO YOU ARE :

• Advanced in Microsoft Excel, including but not limited to nested formulas, pivot tables, lookup functions;
• Working knowledge of Word, PowerPoint and Outlook
• Exceptional analytical skills
• Comprehensive understanding of financial analysis with the ability to evaluate and communicate strategic implications
• Uncompromised ability to protect the confidentiality and privacy of others in addition to company documents and records when privy to sensitive information
• Flexibility to work the hours needed to meet strict deadlines
• Strong independent thinking, reasoning, problem solving and decision making skills
• Ability to effectively prioritize, organize and perform multiple tasks with varying deadlines
• Ability to demonstrate uncompromised judgment and discretion with regard to interpersonal relationships
• Strong sense of self-awareness and emotional intelligence
• Truly outstanding customer service and interpersonal communication skills
• Flexible and reliable team player, both within own department and within company as a whole
• Strong communication skills : must be comfortable with engaging in a variety of different communicative modes (verbal, non-verbal, and written) and being attuned to others through strong active listening skills
• Possess the ability to identify problems, their source, and potential solutions, while continuing to successfully conduct day-to-day operations without interruption
• Strong command of reasoned, measured decision-making based upon analyzing the pros and cons of each potential decision to be made.

TRAVEL REQUIREMENTS :

Infrequent Traveler (

SALARY RANGE

$67,000 - $80,000

WORK ENVIRONMENT :

The Financial Analyst will be based in corporate headquarters in Brooklyn. He / she may be expected to attend events taking place on evenings, weekends, and holidays.

We are an Equal Employment Opportunity ( EEO ) Employer. It has been and will continue to be a fundamental policy of the Company not to discriminate on the basis of race, color, creed, religion, gender, gender identity, transgender status, pregnancy, marital status, partnership status, domestic violence victim status, sexual orientation, age, national origin, alienage or citizenship status, veteran or military status, disability, genetic information or any other characteristic prohibited by federal, state or local laws.

Our client is a leading commercial real estate investment firm in New York City seeking an experienced and detail-oriented *Financial Analyst* to join their team.

Salary / Hourly Rate : $90k $110k Position Overview : As a Financial Analyst, you will play a critical role in financial planning and analysis, budgeting, variance analysis, and reporting.

This is an exciting opportunity to work in a dynamic industry and contribute to the success of a prominent real estate investment firm.

Responsibilities of the Financial Analyst :

Assist in the preparation of annual budgets and periodic forecasts. Collaborate with stakeholders to gather financial data and assumptions.

Analyze variances between actual results and budget / forecast, and provide insightful explanations.* Conduct comprehensive variance analysis to identify key drivers impacting financial performance.

Prepare reports and presentations to communicate findings and recommendations to management.* Develop and maintain financial models to track key performance indicators (KPIs) and financial metrics.

Prepare accurate and timely financial reports for internal and external stakeholders. Provide meaningful insights based on financial analysis.

• Support strategic planning initiatives by performing financial analysis, scenario modeling, and sensitivity analysis. Evaluate investment opportunities and assist in decision-making processes.
• Assist in long-range financial planning and forecasting. Monitor industry trends, market conditions, and economic factors to provide accurate and reliable financial projections.
• Ensure the accuracy and integrity of financial data by conducting data validation, reconciliations, and data audits. Identify and resolve data discrepancies or issues.

Qualifications for the Financial Analyst :

• Minimum of 5 years of relevant experience in financial analysis, preferably in the commercial real estate industry.* Strong proficiency in Microsoft Excel is preferred.
• Solid understanding of financial planning and analysis concepts, budgeting, forecasting, and variance analysis.* Excellent analytical and problem-solving skills, with a keen attention to detail.
• Strong interpersonal and communication skills to collaborate effectively with cross-functional teams.* Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Strong business acumen and ability to provide strategic insights based on financial analysis.* Knowledge of real estate investment principles, financial modeling, and valuation techniques is a plus. Education Requirements :
• Bachelor’s degree in Finance, Accounting, or related field.* MBA or CFA designation is a plus. Benefits :
• Client-provided benefits available, upon eligibility. As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

The Financial Planning Analyst will assist in the financial planning, reporting and analysis for the Clinical Effectiveness business within the Health Division of Wolters Kluwer.

This role will be focused on sales, revenue, forecasting, and analysis across products as well as identifying business opportunities that drive growth.

The individual must be a self-starter and work with limited direction while taking ownership of their areas of responsibility.

This position is looking for candidates who can problem solve, recommend solutions, and exercise good business judgement.

ESSENTIAL DUTIES & RESPONSIBILITIES

Partnering

• Financial support for the Commercial Business and assisting in the consolidation effort for the North American businesses
• Provide quantitative-based recommendations that support sales and revenue growth targets
• Partner with other Finance, Sales and business teams across the business to develop the forecast; helping to ensure collaboration and coordination with key stakeholders
• Using the data to anticipate opportunities and risks in the forecast and effectively communicate
• Support and partner with multiple teams in planning, measuring, reporting, and improving performance of business operations
• Participate in cross-functional teams and projects
• Actively engage in the monthly close processes including involvement across multiple order management systems
• Partner with business leaders to identify P&L opportunities and continuous improvement opportunities

Reporting

• Prepare, analyze and present financial results, as necessary including supporting metrics
• Forecast using driver-based modelling with supporting data
• Month-end financial close reporting; including reviewing all areas of responsibility
• Analyze financial and business performance against key metrics and document highlights that enable management to determine progress against strategic / business plans
• Monitor and analyze results against budget / forecasts and provide insightful and actionable variance explanations

QUALIFICATIONS

Education : Bachelor level or above degree with a concentration in Finance, Data Science, or equivalent experience required

Required Experience :

• 2+ years’ experience with 1+ year in data or finance : Internships count towards the 2 years of experience
• Proficient in MS Office Suite with advanced knowledge of Excel preferred

Preferred Experience, Knowledge, Skills & Abilities :

• Proficiency in ERP Financial software such as NetSuite, Tagetik, Multipub, Softrax, Great Plains, or other similar software
• Ability to work well in a team, and a commitment to continuous quality improvement
• Experience working in a large global company
• Strong quantitative and analytical skills with the ability to think strategically
• Exceptional organization skills and the ability to manage multiple competing priorities with accuracy and timeliness in a dynamic fast-paced environment
• Excellent verbal and written communication skills

Compensation :

Target salary range CA, CT, CO, NY, WA : : $72,400-$100,200

L.J Gonzer Associates is looking for individuals to join our pool of qualified candidates for potential assignment as a Financial Analyst.

• Compile, prepare, edit senior management documents / reports and information in excel spreadsheets and power point presentations-Analyze large amounts of project and financial data to accurately and produce reports and presentations-Maintain efficient work environment understanding the confidential nature of some assigned work-Draft / edit reports, memoranda, excel spreadsheets using formulas-Complete specific types of analysis as required and fulfil presentation or administration duty as assigned-Implement multiple specific or department-wide projects and assignments and provide direct support for office-wide initiatives, such as analyses, reports, or other activities-Interact with various Design and Construction Managers, operating divisions, and departments-Bachelor's or Master's Degree in economics, finance, accounting, business or public administration, human resources management, etc.
• Advanced computer skills in Microsoft Word, Teams, Adobe and Outlook. Familiarity or knowledge of the following tools : -SQL Server and SQL programming language-Power BI-SharePoint, MS Power Automate, and MS Power App-Microsoft Excel (VBA, macros)-Understanding of data structure and knowledge of data management-Strong problem solving, analytical, and presentation skills-Administrative experience in a busy, high demand, deadline-oriented environment-Ability to Multi-tasking, available to work overtime when, as needed-Strong organizational skills-Excellent interpersonal, written and verbal communication skills

Schedule Notes :

8 : 00 AM - 8 : 30 PM

3 days a week

Job Description :

• Analyzing financial data.
• Researching macroeconomic and microeconomic conditions.
• Preparing accounting and other required reports and projections based on the analysis performed.
• Evaluating capital expenditures and asset depreciation.
• Establishing and evaluating records, statements, and profit plans.
• Identifying financial performance trends and financial risk, and making recommendations.
• Providing recommendations for improvement based on trends.
• Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
• Providing financial models.
• Making financial forecasts.
• Analyzing inventory.

Education Requirement :

Bachelor's Degree in Accounting, Finance, Health Care Administration, Business Administration, Public Health, or a related field required.

Knowledge, Skills, Abilities :

2 years experience.

Benefits offered to our workers include the following :

• Medical Insurance
• Vision & Dental insurance
• Life Insurance
• 401K
• Commuter Benefits
• Employee Discounts & Rewards
• Payroll Payment Options

Equiliem ( www.equiliem.com ) believes in empowering success. It's our job to cultivate relationships that connect people and employers in a way that is inclusive, intelligent, and allows both to thrive.

Across the U.S., leading companies in healthcare, government, light industrial manufacturing, professional services, and energy rely on us for their workforce solutions.

Our recruiting and HR services include contract and direct hire staffing, Payrolling / EOR, and Independent Contractor Compliance.

For over 50 years, we've helped shape our industry. Today, we continue to research, ask questions, and constantly enhance the candidate journey and client experience.