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Financial Analyst

Financial Analyst

Triad Financial Services, Inc.Jacksonville, FL, United States
1 day ago
Job type
  • Full-time
Job description

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Senior Financial Analyst to join our growing team.

Essential Functions :

  • Measure business KPIs.
  • Analyze financial statements and reports.
  • Analyze business performance data and advise on strategic initiatives
  • Assist with building financial models.
  • Assist with budgeting and forecasting processes.
  • Assist with monthly close processes.
  • Assist project teams with financial guidance.
  • Keep apprised of relevant metrics and drivers within the MH industry.
  • Ensure compliance with financial guidelines, company policies, and relevant legal regulations.
  • Identify and advise on operational efficiencies.
  • Review accounting transactions for data accuracy.
  • Perform research and analysis as required.

Education and / or Work Experience Requirements :

  • Bachelor's degree in finance or a related field.
  • 2+ years of experience in financial planning and analysis.
  • Relevant certification (e.g. CFA / CPA) is a plus.
  • Knowledge, Skills, and Abilities :

  • Ability to interpret business performance using financial data.
  • Strong communication, interpersonal, and presentation skills.
  • Strong organizational and multitasking skills.
  • Detail-oriented and able to perform in a high-pressure environment.
  • Strong analytical thinking and problem-solving skills.
  • Advanced proficiency in Microsoft Excel.
  • Intermediate-to-advanced proficiency in SAP.
  • Physical Demand :

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and / or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards

  • Must be able to talk, listen and speak clearly on telephone
  • Able to sit at a work station for prolonged periods of time
  • Must be able to physically type
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    Financial Analyst • Jacksonville, FL, United States

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