financial analyst

POSITION SUMMARY

The Financial Analyst reports to the Sr. Budget & Financial Manager and is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company.

ESSENTIAL ROLES AND RESPONSIBILITIES

• Asist in the preparation of annual corporate budgets and forecasts.
• Assist in the development of models to compare actual results with budgets.
• Identifying trends in financial performance and provide recommendations for improvement.
• Assist in the preparation of financial analysis and pricing models upon management request.
• Provide support as needed during the monthly accounting closing cycle.
• Assist in the preparation of Financial Statements reporting.
• Prepare reports, analysis and presentations requested by customers and management.
• Gather information necessary to prepare project viability comparison analysis.
• Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities.
• Reconciles transactions by comparing and correcting data, drug cost control and reporting.
• Maintains financial security by following internal controls.
• Maintains all financial/operations information confidential.
• Any other duties as assigned.
• Support all Quality Management Program Initiatives.

TRAINING & EDUCATION

• BBA major in Accounting or Finance
• MBA preferred but not required

LICENSURE / CERTIFICATION

• Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred)

PROFESSIONAL EXPERIENCE

Minimum 5 years' experience in financial analysis, budgeting, and accounting closing cycle.

PROFESSIONAL COMPETENCIES

Knowledge:

• Fully Bilingual English and Spanish
• Financial Analysis
• Budgeting

• Accounting Closing Cycle Process

• Cost Accounting knowledge

• Basic SQL knowledge and Access
• Office 365, mainly Excel
• PowerBI

Skills:

• Strong analytical skills
• Great presentation skills
• Good oral and written communication skills
• Excellent time management and organizational skills
• Attention to detail.
• Research Skills
• Accurate Data Analysis Skills

Ability:

• Ability to multitask and meet constant deadlines.

• Adaptability to changing structures and situations.

TPIS is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans