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Financial Analyst
Skills
Job Description
Position Overview:
The Financial Analyst provides critical support through analyzing, measuring, and guiding membership business performance. This high impact role provides direct financial and operational support to senior decision makers, and will partner with key stakeholders within Marketing, Partner Success, Operations, Finance, and IT.
Responsibilities:
- Analyzes all major revenue generating channels of Marketing, supporting multi-product membership initiatives.
- Provides critical monthly variance analysis and clearly demonstrates the operational drivers behind performance, comparing actuals vs. forecast, budget, and prior year
- Partners with Marketing, Finance, Operations, IT and Partner Success to drive data-informed business decisions to optimize revenue performance
- Prepares, analyzes, and continually enhances critical ROI reporting, delivering actionable insights on profitability, pricing, retention and growth opportunities for executive review
- Effectively communicate with business stakeholders and influence potential outcomes based on supported analysis ensuring the integrity, accuracy and validity of information being reported
- Consolidates and prepare monthly business review packages for senior management each month
- Develops and maintains dynamic financial models using Excel, Alteryx, Hyperion and Tableau to evaluate customer lifetime value, ROI, net present value (NPV), and campaign profitability (IRR) across marketing channels
- Supports on-going initiatives to automate, improve and streamline the analysis and reporting process; develops exception reporting, builds quality controls, and offers insights and improvements on data discrepancies
Essential Functions:
| Essential Job Function | % of Time on Function |
|---|---|
| Financial Analysis & Reporting | 50% |
| Process Improvement & Automation | 30% |
| Ad Hoc Analysis | 20% |
| Total | 100% |
Job Requirements:
- Bachelor of Science degree in Finance, Economics, Business Administration or a related field
- Minimum of 2 years of relevant business analytics experience or education
- Proficient in MS Excel and financial modeling with exposure to reporting tools such as Tableau and Alteryx
- Demonstrated success building, maintaining, and governing analytical models
- Able to communicate effectively across all functions and levels, including presenting ideas and analysis to senior management
- Well organized, detail oriented with ability to work under pressure and meet deadlines while managing multiple concurrent tasks
- Able to work effectively in a team setting, including being receptive and objective when encountering diverse points of view
- Ad-hoc responsibilities as assigned
Minimum Physical Requirements:
The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position for which they work. While performing the duties of this position, the employee is regularly required to listen, talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate to low.
This job description is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Salary Range (Norwalk, CT): $68,966.38 - $91,955.17
Annual Bonus Potential: 5%
HomeServe USA is an equal opportunity employer.
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