Financial Analyst

Aditi Consulting • Contract • Plano, TX, US • $36 - $38 / hour • 2d ago

Payrate: $36.00 - $38.00/hr.

Summary:
The main functions of a financial analyst are to gather and analyze financial information. They typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A financial analyst is responsible for analyzing and communicating financial information for clients.

Responsibilities

Analyze actual operating results and interpret data, presenting results to management.
Respond to budget-related requests for financial data.
Reconcile promotional claims and POS activity.
Research payment reconciliation issues arising from audits, exception reports, or remittance changes.
Generate required reporting to validate payments and resolve discrepancies and variances.
Reconcile carrier commissions against in-store reporting to ensure timely and accurate payment.
Deliver reporting and analytics to key business stakeholders, utilizing appropriate data to create actionable spending plans.
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecasts of business, industry, and economic conditions for investment decisions.
Interpret data affecting investment programs, such as price, yield, stability, and future trends in investment risks.

Qualifications

Bachelor's Degree with 1-3 years of directly related experience is required.
Prior experience in retail operations is preferred.
Must have accounting experience utilizing SAP R/3 software.
Proficient in Microsoft Office Suite, with solid Excel and PowerPoint skills.
2-4 years of financial and/or accounting experience required.
An advanced degree in a financial discipline is preferred.

Desired Skills

Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage time effectively.
Ability to analyze business trends and project future revenues and expenses.
Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
Knowledge of federal, state, and company policies, procedures, and regulations related to accounting.
Experience with computer applications, such as Microsoft Word, Excel, and PowerPoint, and other related financial software.

Pay Transparency: The typical base pay for this role across the U.S. is: $36.00 - $38.00 /hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law.

Consent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary.
You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts. You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions.  Calls may be recorded.

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