In this role you will examine financial asset, real asset, inventory of assets or class of assets. Determine cash flow, costs, profit margins, future cash flows, and alternatives based on varying assumptions and projected market or economic conditions. Use financial analytical tools to make projections of prospective financial performance. May use advanced or proprietary analytical tools pertinent to very specific class of assets or more complex economic operating conditions. Person will be responsible for supporting 5 Director’s with maintaining and creating monthly reports.
Analyze financial data for prospective purchase, asset allocation, fee generation or other cash flow, using typically industry/company standard analytical tools or measures.
Contribute analyses to report being prepared for business unit management to aid in making financial, client, acquisition, or other business decision.
Confer with business unit management and staff to acquire operating or financial data for analysis. Using this data, conduct standard or ad hoc analyses to satisfy variety of management objectives.
Lead or consult on month end analyses to summarize, reconcile, and report financial data from transactions, fee payments, accruals, or other cash flows, in order to track trends. May consolidate work done by other analysts into final tables or report.
Develop/prepare/continually improve quarterly forecast process for particular business unit, product line, client group or market segment. Report monthly actual performance against forecast and develop analysis for variances.
Develop queries to obtain financial data requested by users within the company, including the data validation. Coordinate the development of data files, the validation in the acceptance phase, and the migration of the data requirements to the production.
Play technical or project lead role on specific analytical project; provide guidance to less senior analysts; may provide input to developing business requirements for applications needed to accomplish specific analytical or reporting objective.
We are looking for someone who has strong technical skills: Must have hands on recent experience with VBA, SAS, Excel and Access.
Previous successful candidates have performed job responsibilities of a Systems Analyst, Data Analyst and Programmer Analyst.
Person should feel their strengths are with data, system analysis, reporting and working with financial applications and/or financial models.
Ideal candidate will have strong analytical skills and have experience working in the finance industry.
There may be some fine tuning of the existing code to run the monthly reports.
Be able to provide ad hoc analysis. Ability to create a workable database in Access
Minimum of 3 years progressive experience within a related industry (financial services)
Experience working with databases and large datasets.
Strong expertise in Excel and PowerPoint; as well as functional experience with SQL, SAS, Access and Hyperion
Exceptional analytical skills and ability to interpret financial reports
Bachelor's Degree in Math, Accounting, or Finance.
MBA, Master's or Other Advanced Degree preferred.
The Oakleaf Group, LLC - 20 months ago