Financial Analyst

September 20

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Point B

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Customer Experience • Growth Investments • Workforce Experience • Operations Excellence • Healthcare

501 - 1000

Description

• Works with teams and leaders to update financial plans, analyze investment opportunities, build financial models to assess return potential, monitor results, and identify risks or opportunities based on data • Maintains models needed to accurately forecast financial outcomes • Analyzes current and past financial data and performance. Prepares reports and projections based on this analysis, highlighting trends and concerns • Gathers data from complex sources, reconciles data variances, and uses data to support analysis for decision making • Creates ad-hoc financial / metric models to assess the impact of planned business decisions on the organization • Supports other areas of the business as needed based on prioritization • Develops trust and partnership with key business partners • Supports team efforts and builds authentic relationships with individuals in work groups and teams • Consistently demonstrates and lives Point B cultural tenets and values • Participates in firm culture activities to connect regularly with other Point Bers (e.g., FW Ops Meetings, Geo Meetings)

Requirements

• B.A. or B.S. degree in finance, accounting, or a related field • 1-3 years of experience in finance, consulting, or a related highly analytic field • Experience specific to investment analysis and/or M&A is highly desired • Strong analytical skills and financial analysis foundation creating forecasts and models • Strong fluency with Excel formulas and functions • Solid understanding of finance and business concepts; strong financial and business acumen mindset with an ability to apply good judgement and professional integrity into decision-making • Familiarity with the following systems a plus: Salesforce, Tableau, Financial Force • Strong communication and collaboration skills • Passion for enabling data-based decision making

Benefits

• The ability to chart your career path based on expertise and passions • An environment that encourages you to identify new opportunities and supports you in reaching your goals • The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model • The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients • A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm