Analyst, Financial

Summary

Archwell is seeking a Financial Analyst to perform the day-to-day analytical, reporting and FP&A functions related to a portfolio of operating companies.

Essential Job Functions

• Oversee monthly financial performance reporting by operating company
• Lead forecasting process and own financial forecast models, including P&L, cash flow, and supporting schedules/analyses. Ensure their quality, timeliness, and accuracy.
• Focus on expense tracking, budgeting, forecasting, variance analysis, and modeling to communicate impacts on business unit profitability.
• Work with business unit heads to constantly improve reporting and complete ad-hoc analyses.
• Work in conjunction with accounting team to produce periodic managerial reporting.
• Develop processes to continually streamline and improve financial processes.
• Maintain regular and punctual attendance

Other Related Duties

Performs other related duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• Reporting Skills
• Informing Others
• Financial Skills: Forecasting, Corporate Finance, Financial Diagnosis, and Financial Software,
• Analyzing Information: Statistical Analysis, Process Improvement, Financial Planning, and Strategy.

Education And/or Experience

• Bachelor's degree in Finance, Accounting or business-related field.
• One to five years of Financial Services industry experience (Corporate Finance, FP&A, Finance, Analytics or Accounting).
• Advanced financial modeling skills/high proficiency in Microsoft Excel.
• Ability to work both independently and as part of a team.
• Strong attention to detail.
• Excellent written and verbal communication skills and ability to interface with senior management.
• Goal-oriented and highly motivated self-starter.

Language Skills

Ability to read and comprehend instructions, correspondence, memos, and work place policies. Ability to analyze, interpret general business periodicals, professional journals, procedures and governmental regulations. Ability to write professional correspondences. Ability to write routine business reports. Ability to speak effectively with other employees and/or customers. Ability to present formal information in one-on-one and small group situations to customers and employees. Ability to present information and respond to questions from groups of administrators, managers, employees, customers and/or the general public.

Mathematical Skills

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to carry out detailed written and/or verbal instructions. Ability to solve problems involving concrete variables in standardized situations. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Certificates, Licenses, Registrations

None required

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans With Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The following statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

The Estimated Base Pay Compensation For This Role Is

$54,386.00 - $101,161.00

In addition, certain roles may be eligible for commission based on loans closed.