Financial Analyst
Financial Analyst
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Job Description
Job Details
Description
ABOUT THE COMPANY
Acumen is one of the nations leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here we offer medical dental and vision coverage generous paid time off and incentive bonuses to those who qualify.
OVERVIEW AND ESSENTIAL JOB FUNCTIONS
The Financial Analyst is responsible for impactful items including budgeting forecasting reporting and analysis.
Owning the annual budget process
Prepare various ad-hoc reports and analysis for senior management
Prepare monthly Power BI reporting packages for senior and executive management
Lead and model new business pricing templates with various stakeholders
Execute value-added analysis. Develop and provide recommendations to management on profit optimization
Lead in budgeting and forecasting processes
Help drive key insights and analytics
Identify positive and negative operations trends and their effects on financial performance.
Answer WHY things are happening
Participation in RFPs special projects ad hoc research and analysis as needed
Support compliance and improve processes and internal controls in areas of responsibility
Support annual financial audit
Other finance/accounting projects as needed
ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies procedures standards and guidelines and act accordingly
Qualifications
MINIMUM QUALIFICATIONS
Bachelors degree in finance/accounting or related field
3-5 years experience in a similar role
Very strong analytical and problem-solving skills
Advanced Excel skills (e.g. XLOOKUP pivot tables INDEX MATCH GETPIVOTDATA SUMIFS)
Advanced knowledge of Power BI and the Microsoft Power Platform
Excellent client service skills and professional demeanor
High degree of organization and attention to detail
Strong oral and written communication skills particularly the ability to communicate to a wide range of audiences
Ability to maintain confidentiality and exercise discretion
Working knowledge of an ERP system productivity software such as Microsoft Office (Word Excel PowerPoint and Outlook)
PREFERRED QUALIFICATIONS
Working knowledge of NetSuite
Acumen LLC is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race color religion sex sexual orientation gender identity national origin age protected veteran or disabled status or genetic information.
If you require reasonable accommodation for any part of the application process or hiring process please submit your request through one of the following methods listed below:
(a) Dedicated fax
(b) Dedicated email DISABILITY ACCOMMODATION REQUESTS ONLY
(c) US mail - 4554 E Inverness Ave Mesa AZ 85206- Attn Human Resources
(d) Dedicated phone 1- Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY
Required Experience:
IC
Employment Type
Unclear
