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FINANCIAL ANALYST - CFA

Job Details

Charlotte - Charlotte, NC
Full Time
4 Year Degree
Manufacturing

Description

SUMMARY

Provide accounting and operations support to CFA Division. Provide informative financial reports/analysis through the collection, organization, and validation of data from various sources using spreadsheet and database software. This role is responsible for the preparation, consolidation and validation of materials used for management review of monthly financial results.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Accounting

  • Reviews customer orders and circulates for approvals.
  • Prepares project costs estimates.
  • Maintains project progress reports.
  • Coordinates labor reporting.
  • Develops yearly CFA Division budget
  • Prepares monthly financial p/l forecast
  • Identification and communication of material changes in trends or deviations from targets that require management attention/action.
  • Procedural/administrative support of the monthly and annual budget/forecasting process. Monitor ongoing inputs for completeness/accuracy/validity and create various in-process/ad hoc analyses based on management requests.

Analysis & budgeting

  • Develop and examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Develop and analyze budgeting and accounting reports.
  • Generate and summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  • Analyze and update monthly department budgeting and accounting reports to maintain expenditure controls.
  • Examines and updates budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Direct and own the preparation of regular and special budget reports

Reporting/Misc

  • Prepares and compiles monthly reports from department managers and general manager
  • Prepares and compiles quarterly reports and forecasts from area managers and general manager
  • Prepares and conducts bi-weekly managers meetings
  • Prepares and conducts semi-annual division employee meetings
  • Prepares breakeven reports and other ad hoc reports as necessary
  • Provide support to business areas by collecting, analyzing data and reporting results. Collaborate with various teams such as Marketing, Finance, IT, Procurement, Customer Service, and Sales to achieve business results.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE
Bachelors degree (B.A.) in Accounting, Finance, Business Administration from an accredited four-year college or university and 3-5 years related experience and/or training; and or equivalent combination of education and experience. Advanced degree preferred.


LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

OTHER SKILLS
Microsoft Word, Excel, PowerPoint, and Outlook

REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variable.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

EEO/AA/m/f/vets/disabled