1. Overview:

The Financial Analyst is responsible for providing financial analysis, modeling, and reporting to support strategic decision-making within the organization. The primary objective of the role is to enhance financial performance, identify business opportunities, and mitigate financial risks.

2. Key Responsibilities:

• Conduct financial analysis and modeling to evaluate financial performance, profitability, and cash flow
• Prepare financial reports, including income statements, balance sheets, and cash flow statements
• Develop and maintain financial models to forecast revenue, expenses, and cash flow
• Identify financial risks and opportunities and recommend mitigation strategies
• Provide financial guidance to management on strategic decisions
• Monitor key financial metrics and industry trends
• Participate in financial audits and due diligence activities

3. Technical Skills:

• Proficient in financial analysis software, such as Microsoft Excel
• Knowledge of financial reporting frameworks (GAAP, IFRS)
• Strong understanding of financial concepts, including accounting principles, financial ratios, and risk management
• Expertise in financial modeling techniques
• Familiarity with data analysis tools, such as SQL or Python

4. Required Qualifications:

• Bachelor's or Master's degree in Finance, Accounting, or a related field
• 3+ years of experience in financial analysis or a related role
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills

5. Skills & Experience:

• Finance: Advanced knowledge of financial principles, financial analysis, and financial reporting
• Financial Reporting: Experience in preparing and analyzing financial statements
• Finance and Insurance: Understanding of insurance products, regulations, and financial risk management
• Microsoft Dynamics 365 - Finance & Operations: Proficiency in using Dynamics 365 for financial management