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Financial Analyst

Service Center

CSCS TX

Job Summary

Responsible for managing ERP, Financial Planning, Budgeting, operating plan variance analysis, financial reporting, and other special projects, and data analytics systems while upholding the integrity and accuracy of all end-user data in a fast-paced organization; provide financial consulting and strategic support including financial presentations, collaborate with IT to troubleshoot user issues, develop system requirements, and participate in the sign-off of key deliverables and the storage of critical information; industry/peer group comparisons, new business opportunities, & acquisition analysis. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Role and Responsibilities

  • Monitor and analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures highlighting trends and analyzing causes of unexpected variance
  • Prepare supporting schedules for quarterly and monthly financial reports
  • Work with a Business Intelligence Tool and Dashboard reports
  • Develop financial models and analyses to support strategic initiatives
  • Produce clear, well-formatted reports that communicate a compelling message for the stakeholders.
  • Work closely with operations and across departments to develop, recommend, and establish strategies, plans, and processes to improve profitability and cost efficiencies
  • Continuously look for opportunities to improve existing processes
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations for decision making purposes
  • Possess an understanding of financial systems and methods to access underlying data, prepare reports both through system interfaces and through back-end queries
  • Participation in system maintenance, user support, upgrade activities, implementations, and integrations. Must be comfortable with user-facing technology
  • Provide financial systems helpdesk and reporting support to users
  • Support of projects and change management initiatives across key project owners (IT, Finance, Operations)
  • Assess opportunities to integrate 3rd party data to drive key metrics
  • Fulfill Ad-Hoc Reporting and Analysis
  • Other duties as assigned

Qualifications and Education Requirements

  • Bachelor's Degree in Accounting or Finance or related field or equivalent work experience or equivalent combination of education and experience.
  • MBA or MS highly preferred
  • Minimum 2 years of related experience
  • Advanced Microsoft Excel and PowerPoint skills
  • Experience with Excel-based reporting tools a plus (Microsoft SQL Server Analysis Services (SSAS), Microsoft Reporting Services, etc.)
  • Experience with NetSuite, Adaptive Insights, or other planning software tools a plus. Workday experience a plus.
  • Clear understanding of Finance methodologies, concepts, and principles.
  • Possess an understanding of general accounting concepts
  • Understanding of Business Intelligence concepts, relational databases in a multi-dimensional model.
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly driven, and self-motivated
  • Ability to succeed in an entrepreneurial atmosphere and willingness to dig for information that may not be readily available.
  • Comfortable in a high growth atmosphere
  • Ability to work collaboratively with all departments, management levels within the company, and external stakeholders

Average salary estimate

$75000 / YEARLY (est.)
min
max
$65000K
$85000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Analyst, Caliber Collision

Are you ready to take your analytical skills to the next level? Our team at **XYZ Corporation** in Lewisville, TX, is excited to welcome a passionate **Financial Analyst** who is ready to dive into the world of financial planning and analytics! In this dynamic role, you will manage ERP systems, conduct in-depth budget analysis, and produce insightful financial reports. You'll partner with the IT team to ensure that our data systems are user-friendly and tackle financial consulting projects that can steer our company toward greater success. If you thrive in a fast-paced environment and enjoy monitoring key performance indicators, preparing comprehensive financial forecasts, and supporting strategic initiatives, we want to hear from you. You'll play a key role in developing financial models and collaborating with various departments to enhance profitability. With your advanced Excel and data analysis skills, you’ll be the go-to person for interpreting complex data and identifying improvement opportunities. Make a significant impact on our operations and help us maintain the integrity of our financial systems while fostering an atmosphere of innovation and growth. If you're ready to be a part of a forward-thinking company and bring your expertise to the table, join us as we shape the future of financial analytics at **XYZ Corporation**!

Frequently Asked Questions (FAQs) for Financial Analyst Role at Caliber Collision
What are the primary responsibilities of a Financial Analyst at XYZ Corporation?

As a Financial Analyst at **XYZ Corporation**, you will be responsible for a wide range of financial tasks including managing ERP systems, conducting variance analysis, preparing monthly and quarterly financial reports, and developing financial models to support strategic initiatives. You'll analyze key performance indicators and collaborate with various departments to enhance overall profitability. Your role will also involve user support for financial systems and participation in system maintenance activities.

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What qualifications do I need to become a Financial Analyst at XYZ Corporation?

To qualify for the Financial Analyst position at **XYZ Corporation**, you should have a Bachelor’s Degree in Accounting, Finance, or a related field. An MBA or MS is highly preferred, along with a minimum of two years of relevant experience. Proficiency in Microsoft Excel is crucial, along with familiarity with business intelligence tools and financial systems such as NetSuite or Adaptive Insights.

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What skills will help me succeed as a Financial Analyst at XYZ Corporation?

Successful Financial Analysts at **XYZ Corporation** possess strong analytical thinking skills, attention to detail, and advanced proficiency in Microsoft Excel. Excellent communication skills are also essential as you'll need to present clear reports and collaborate across departments. A solid understanding of financial methodologies, data analysis, and the ability to work in a high-growth environment will also contribute to your success.

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How does XYZ Corporation support its Financial Analysts in their career development?

At **XYZ Corporation**, we believe in investing in our employees’ growth. Financial Analysts are provided with opportunities to further their skills through professional development programs, workshops, and access to the latest financial analysis tools. We encourage a culture of learning and innovation, enabling you to take on new challenges and responsibilities within the organization.

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What is the work environment like for a Financial Analyst at XYZ Corporation?

The work environment at **XYZ Corporation** for a Financial Analyst is collaborative, fast-paced, and geared toward continuous improvement. You will work closely with various departments, including finance, IT, and operations. Our team values creativity, and we foster a supportive atmosphere that encourages open communication and professional growth.

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Common Interview Questions for Financial Analyst
Can you describe your experience with financial modeling as a Financial Analyst?

When discussing your experience with financial modeling, focus on specific models you have developed, such as forecasting or budgeting models. Explain the tools you used and how your models helped inform strategic decisions or improve processes.

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How do you ensure accuracy in your financial reports?

To ensure accuracy in financial reports, I adopt a systematic approach that includes thorough data validation, consistency checks, and utilizing automated tools when possible. I also cross-reference outputs with historical data to identify any discrepancies.

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Can you give an example of how your analysis has led to improved financial performance?

Share a specific instance where your analysis identified a trend or insight that led to actionable outcomes. Highlight the steps you took and the resulting improvements in financial performance, such as cost savings or revenue growth.

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What techniques do you use to analyze key performance indicators?

I utilize both quantitative and qualitative techniques to analyze KPIs, including trend analysis, benchmarking against industry standards, and applying statistical tools for data interpretation. This comprehensive approach helps in identifying areas of improvement.

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How do you handle tight deadlines for financial reporting?

In handling tight deadlines for financial reports, I prioritize tasks, allocate resources effectively, and establish clear communication with team members. By breaking down projects into manageable segments, I can maintain accuracy while meeting deadlines.

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What role do you think collaboration plays in the financial analysis process?

Collaboration is crucial in financial analysis as it ensures insights are aligned with operational realities and stakeholder expectations. Working closely with teams such as IT and operations enhances data integrity and supports strategic decision-making.

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Can you explain your experience with ERP systems?

Describe your familiarity with ERP systems, including any specific systems you have worked with, your role in maintaining them, and how you’ve utilized them to enhance data reporting and analysis capabilities.

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What do you consider to be the most important financial principles for a Financial Analyst?

The most important financial principles include understanding cash flow management, cost structures, and profitability analysis, as well as the principles of financial forecasting and planning. These foundations inform sound decision-making and strategic direction.

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How do you stay updated on financial regulations and trends?

I stay updated on financial regulations and trends through continuous learning via industry publications, attending webinars, and participating in professional associations. Networking with peers also provides valuable insights into emerging developments.

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What software tools do you find essential for financial analysis?

I find advanced Excel skills invaluable for financial modeling and data analysis. Additionally, familiarity with business intelligence tools and reporting software, such as Microsoft SQL Server Analysis Services, is essential for effective financial reporting.

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Like no place you’ve ever worked. At Caliber, you have limitless opportunities to drive your career forward and you are empowered to create the roadmap for your future. Enjoy a purpose-driven, team-driven culture that supports you to reach your fu...

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Full-time, on-site
DATE POSTED
April 19, 2025

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