Senior Financial Analyst (Project Management)
We take pride in our culture and strive to make Bobcat - GDN a place where people want to work, achieve excellence, remain curious and humble, and build lifelong relationships.
This position will report directly to the Director of FP&A. This role will lead the Company's annual budgeting process, prepare and analyze monthly operating reports including variances versus budget, review and assist in the automation of accounting and operational processes, and lead special ad-hoc projects. You will provide financial consulting and strategic support to other key members of the team including the CFO, CEO, and VP of sales. This position will also assist with preparation of board presentations, financial presentations, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects as requested.
Position Responsibilities:
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and significant balance sheet accounts
Ownership and management of Budgeting, Financial Forecasting, underlying Operating Plans and Modeling tools
Weekly, Monthly, Quarterly and Annual Financial report preparation for Management, Board and Financial Institutions
Ad-Hoc Reporting and Analysis
Work with and enhance key operational dashboard reports for accurate presentations of up-to-date financial analyses through coordination with IT team
Improve performance by evaluating processes to drive efficiencies
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Assist with the presentations for Board of Directors and Senior Management Team meetings
- This role involves conducting in-depth covenant analyses and providing detailed financial assessments to the institutions the company partners with. The goal is to ensure compliance with financial agreements, identify potential risks, and support strategic decision-making by delivering clear, data-driven insights.
Qualifications:
Bachelor's degree in accounting or finance
3+ years' experience, Big 4 experience preferred
Strong analytical skills & experience analyzing or preparing financial statements (PL, BS & CF) required
Advanced Microsoft Excel and PowerPoint skills required
Time management skills and flexibility to prioritize and adapt in order to meet deadlines
Highest standards of accuracy and precision; highly organized and detail oriented
Articulate with excellent verbal and written communication skills
Ability to think creatively, highly driven and self-motivated
-
Ability to work with team members in a hands-on management capacity
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type - This is a full-time position.
Travel - No travel is expected for this position.
Benefits:
Health, Dental, Vision, Life & Disability Policies
401K Plan with Company Match
Paid Holidays & Vacation
Pre-Employment drug screens & proof of employment eligibility (E-Verify) are required for any position offered.
We are always on the lookout for people who bring fresh perspective and life experiences to our team.
