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Keelson Management LLC

Senior Financial Analyst

Keelson Management LLC Scottsdale, Arizona, United States

Transportation, Logistics, Supply Chain and Storage · 51-200 employees

31 m ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Senior Financial Analyst will assist in building financial planning and analysis functions, including model building, budgeting, and forecasting. They will also lead efforts to consolidate and automate data flows while creating interactive dashboards to support senior leadership.

What they look for

Financial Planning and Analysis Financial Modeling Data Integrity SQL Power BI Excel Budgeting Forecasting Management Reporting KPI Reporting Data Automation Financial Analysis Strategic Initiatives IFRS Internal Controls Quantitative Analysis

Requirements

Candidates must have 3-5+ years of operational and financial systems experience with strong technical skills in SQL, Excel, and Power BI. A comprehensive understanding of financial analysis methods, IFRS, and internal control principles is required.

Full description

Description

POSITION SUMMARY

Reporting to the Director, FP&A - assists with data collection and model building for management reporting, annual budgeting, forecasting and ad-hoc analysis.

ESSENTIAL FUNCTIONS

  • Assist in building out a financial planning and analysis function that has a comprehensive understanding of all key business drivers and sophisticated financial models.
  • Assist the preparation of consolidated management reports for Senior Leadership, including monthly/quarterly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget and last year variances, and comprehensive executive level explanations of differences.
  • Provide financial analysis and valuation support for strategic initiatives, long-term contracts, capex investment and other ad-hoc financial projects.
  • Assist with model building for accurate and timely Forecasts and Budgets
  • Lead efforts to consolidate, automate, and maintain FP&A-related data flows.
  • Build interactive dashboards and reports in Power BI to inform senior leadership and stakeholders.
  • Streamline and eliminate redundant manual data entry and reporting processes.
  • Collaborate cross-functionally with IT, business units, and finance to ensure data integrity and automation.
  • Maintain documentation of data workflows, BI models, and dashboard logic.
  • Standardize data processing and collection for 5 entities

Requirements

KNOWLEDGE SKILLS AND ABILITIES

  • 3-5+ years’ combined operational, corporate and financial systems management experience
  • Experience with data integrity and connecting data across multiple platforms (SQL, Excel, Power BI)
  • Technical skillset with the ability to connect and align financial strategy to the broader business strategy and provide value-added input to business strategy and key business decisions.
  • A continuous improvement mindset
  • Excellent communication skills and a team-oriented approach across different geographies.
  • Ability to manage and prioritize multiple projects at one time and successfully navigate ambiguity.
  • Strong business planning, quantitative analysis, and decision-making skills.
  • Demonstrated ability to synthesize data from different sources into actionable information.
  • Comprehensive understanding of financial analysis methods and techniques as well as knowledge of IFRS, internal control principles, closing/reporting processes.
  • Shipping or logistics knowledge, preferred.
  • Technical background – power BI, MS suite, SQL, high attention to detail, model-building

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