Senior Financial Analyst

As a global marketing experience company, Quad’s goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness.

We’ve built a rich legacy by believing in our people, allowing them to act like owners and to take charge of their own success.

Whether an operator, sales rep, a graphic artist or a clinician, we’re all driven to perform at our best for ourselves and our clients.

At our core, we’re a company that believes we can always create a better way.

This position is responsible for financial support of Ivie Operating Unit. The Senior Financial Analyst will be responsible for recurring and ad-hoc reporting and analysis for various operational departments and full participation related to the month end close process.

This individual must be detail-oriented, have strong analytical skills, possess the competency to understand the business and user requirements, build actionable reports and clearly communicate the findings from analysis to those leaders best suited to influence change.

Work location for this position will be hybrid; a combination of days onsite in office at our office in Flower Mound, TX and also remote / work from home days per week.

KEY RESPONSIBILITIES

SCOPE

• Participate in the monthly, quarterly and annual financial closing process, including preparing the detailed financial statements and supporting schedules
• Participate in monthly, quarterly and annual plan and forecast preparation
• Preparing monthly, quarterly and annual reconciliations and audit schedules
• Assisting with Sarbanes Oxley and internal control documentation, testing, and compliance
• Ensuring compliance with GAAP and Corporate Policies
• Assisting in the consolidation of company / business results
• Assisting business partners to better manage their business area.
• Preparing ad hoc analyses appropriate for all levels of the organization
• Apply creative thinking to modify or adjust processes to best meet needs / objectives

JOB REQUIREMENTS

Appropriate education and / or experience may be substituted on an equivalent basis

Education : Bachelor's degree in accounting or related field from an accredited four-year college or university, or an equivalent combination of education and experience.

Experience : Minimum of 3 to 5 years professional experience in a finance role or related discipline.

Knowledge, Skills & Abilities :

• Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
• Communicates ideas both verbally and in written form in a clear, concise, and professional manner
• Ability to analyze and solve problems using learned techniques and tools
• Attention to detail and accuracy
• Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
• Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software
• Ability to establish and maintain effective working relationships with operational business partners
• Proficiency with Microsoft Excel is required
• Experience with Great Plains financial software is a plus
• Experience with Oracle financial software is a plus

LI-TK1

We offer excellent benefits to eligible employees, including 401(k), holidays, vacations and more. Quad is proud to be an equal opportunity employer and values diversity.

We are committed to creating a place of belonging a space where employees do not need to sacrifice who they are to exist and grow in our workplace.

Quad does not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws.

Quad also prohibits harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace

This is a remote position.

The Finance Analyst will support all areas of the business, including corporate and strategic finance with collaboration with market leaders and executive teams, while directly contributing to company strategy and growth.

Essential Job Duties :

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models to guide the organization
• Report on financial performance and prepare for regular executive reviews
• Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and assessing actual results with plans and forecasts
• Build financial models to predict performance
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
• Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
• Expertise in Microsoft Excel; familiarity with data query / data management tools (Access, SQL, Business Objects)
• Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
• Strong fluency with Excel formulas and functions

Benefits

• Generous base salary + annual bonus
• Equity grants typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company
• Remote hybrid schedule
• Work / life balance we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, sick time

Compass offers a Financial Analyst role providing the opportunity to develop you into a well-rounded future finance leader.

As part of the Financial Analyst pool, you will be responsible for :

• Completing assignments in areas such as : commercial and supply-chain finance, financial planning and analysis, large capital projects and international development support
• Contributing significantly to business outcomes through delivery of your assignment projects
• Interacting with peers and business leaders to gain exposure and obtain support for assignments
• Solving critical business challenges through participation in cross-functional, mission-based team
• Participating in career development activities and receiving active coaching and mentoring

MAIN RESPONSIBILITIES

• Finance lead on Datacenter projects from Development through Construction completion
• Support the development of new project financial models
• Analyze and interpret construction cost data to ensure in market consistency during the budgeting and general contractor selection process
• Use an FP&A tool to find cost trends, anomalies, and report on them using Power BI
• Project change management champion
• Project debt management including compliance, drawdowns, and cash forecasting
• Clear and concise project related forecasting and reporting
• Build engaging relationships with all organizational stakeholders specifically the Design and Delivery project and team leads to develop a mutual trust
• Develop and continuously improve processes to help the business scale
• Ad hoc analysis to support miscellaneous projects as they arise

OTHER RESPONSIBILITIES

Other duties as assigned

QUALIFICATIONS

Job Experience : 2 years or more of professional experience as Financial Analyst or Financial Consultant

Education : Bachelor's or Master's Degree in Finance, Accounting, Economics or related field required

Language : Fluent Spoken and Written skills in English

KNOWLEDGE & SKILLS

• A highly motivated, results-driven professional who can simultaneously manage multiple projects
• A team player who has the interpersonal skills and personality to influence other team members of the team
• Good understanding of accounting and financial reporting principles and practices
• Analytical mind with strong conceptual and problem-solving skills
• Ability to work under pressure and meet tight deadlines
• Excellent report writing, communication and IT skills

Disclaimer :

Compass is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military / veteran status, or other characteristics protected by law.

At Compass, we make lives better by providing the world's technology leaders with a secure place to plug in wherever they grow.

We provide custom, move-in ready data centers from edge deployments to core facilities serving hyperscale, cloud and enterprise customers.

We are a Culture First organization. With a keen focus on our culture, we genuinely provide a place where employees can do their best work and grow personally and professionally.

Each day, we are accountable to live out our four Core Convictions : 1) Humility In, Pride Out, 2) Actions and Words are One, 3) Continuous Improvement of People, Processes and Systems (spoiler alert - we order People first for a reason!), and 4) We Ask Why to Understand the Needs versus the Wants.

Compass is committed to an inclusive culture, and we celebrate and value diverse insights and perspectives. To continue to soar on our rocket ship, we need talent from various background, perspectives, and abilities.

We ensure that individuals with disabilities are provided reasonable accommodation to successfully participate in the job application, interview process, and in potential roles to perform crucial job functions.

That is why we are committed to our core convictions and key principles as we continue to provide companies a secure place to plug in.

Benefits :

Medical Dental Vision Retirement Life Unlimited PTO

Financial Analyst

We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports based on this data and your research-backed opinions.

To excel in this role you need proven knowledge of various financial forecasting and corporate finance models.

Financial Analyst Responsibilities :

• 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.

Financial Analyst Requirements :

• Bachelor's degree in business, accounting, finance, economics, or related field.
• Proven experience in the financial industry.
• Proficiency with spreadsheets, databases, and financial software applications.
• Outstanding presentation, reporting, and communication skills.
• Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Proven leadership abilities.
• Deep understanding of the financial system and institutions.

ESSENTIAL JOB FUNCTIONS

Analyze, review, and interpret real estate source documents, including leases, abstracts, operating statements, rent rolls, and other due diligence material.

Research market conditions in support of financial scenario assumptions.

Work with Brokers to analyze various proposals using discounted cash flow analysis, EBITDA, and Balance Sheet impact.

Develop complex and comprehensive financial models to help clients understand the implications of real estate occupancy decisions.

Assist Brokers with the creation of financial comparison reports, summaries, lease abstracts, market surveys, market research, business development initiatives, quarterly and year-end reports, portfolio analytics, and client presentations.

Prepare and deliver business cases, reoccurring client reports, and client presentations that influence the decision-making of client leadership.

Support drafting of technical memos, proposal responses, presentations, reports for prospect and client meetings, advanced market research, collection and analysis of economic, demographic, and real estate market data, internal and external business development.

Review and analyze legal documents, financial reports, and operating plans as part of due diligence process, negotiations, and restructures.

Maintain social presence within the company and up to date on industry trends.

Oversee the production of presentations and reports for prospect and client meetings.

Support transaction management with prospecting and pitching new business.

POSITION REQUIREMENTS

Bachelor's degree with high academic achievement in Real Estate, Finance, Accounting, or Economics.

Work experience in real estate, finance, accounting, or economics.

Commercial real estate experience a plus.

Strong understanding of financial concepts (i.e., Discounted Cash Flow, IRR, NPV, etc.)

Ability to review, analyze and interpret source documents, including leases, operating statements, budgets, etc.

Intermediate-level Excel skills, experience with LeaseCalcs a plus.

Must demonstrate an aptitude for building and understanding financial models.

Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry.

Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written).

Self-starter with sharp focus on details with an awareness of the bigger picture.

A sense of personal accountability and urgency for achieving results in a challenging, fast-paced, environment.

Ability to work effectively within a team and with all levels of personnel.

Professional demeanor and positive attitude.

Demonstrate intellectual curiosity and critical thinking skills.

Strong analytical, oral and written communication skills.

Strong interpersonal skills and ability to effectively present information.

Self-motivated, team orientated and strong time management skills.

Creative thinker comfortable working in a fluid, dynamic setting.

The qualified candidate will be detail oriented, able to handle multiple projects simultaneously, extremely professional, and customer service oriented.

Operates with a high degree of integrity and has ability to maintain discretion regarding personnel and industry-related matters.

Reliability a must.

Flexibility to travel, as needed in support of sales efforts or client project delivery.

Ability to read and understand information and ideas presented orally and in writing.

Ability to communicate information and ideas in writing, graphics, and orally so others will understand.

WORK SHIFT

LOCATION

Washington, District of Columbia

Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member.

We embrace diversity, equity and inclusion not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.

Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan.

Transwestern is an Equal Opportunity Employer.