Financial Analyst (FP&A) - Specialist

Job Description

Interested Candidates can share there CV on priti.d@finsmartaccounting.com or 8530777554 Key Responsibilities: Financial Modeling & Analysis: Create and maintain financial models, perform expense analysis (operating/fixed), and develop forecasts based on historical data . Extensive Experience in Client Communication . Amortization schedules based on existing loan documents Working capital based on historical ratios Client Engagement: Build strong relationships with clients, gain insights into their business models, and understand the key drivers of revenue. Forecasting & Reporting: Collaborate with Senior Analysts to develop revenue, COGS, and expense forecasts. Review financial models monthly, update with actual data, and analyze performance against forecasts. Financial Model Maintenance & Review : Monthly, update assigned client financial models with the previous month's actuals, after accounting close Error Identification & Model Improvement: Review models for errors, identify discrepancies, and suggest improvements to forecasting methodologies or models. Perform initial review of actuals vs forecast and compile a report of: Identified material fluctuations and their causes Developing trends (e.g. decreasing gross margins) Suggested model improvements/changes (e.g. expenses that need to be added to the budget; changes that need to be made to revenue models) Integrate any new client info received from the Senior Analyst/Strategic Finance Lead Creation & Updating of Ad-Hoc Analyses From internally developed templates/examples from other clients, implement non-model analyses for select clients, including customer retention analysis and customer profitability analysis Monthly, updated analyses Client Documentation: Maintain ongoing, centralized documentation of client information, including current financial status (summarized by KPIs), upcoming key changes, the status of a financial model, and other analyses. Documentation should be clear and concise enough to be easily handed over to another financial analyst Qualifications: Bachelors degree in Finance, Accounting, Economics, or a related field 2-3+ years of experience in Financial Forecasting, Budget vs Actual Analysis, Financial Analysis, Client documentation & Experience in accounting is a plus Strong-expert-level proficiency with Google Sheets/Excel Experience with QBO and some knowledge of databases & database language is a plus.(Not Mandatory). Excellent communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences. Strong problem-solving skills, attention to detail, and results