Financial Analyst (FP&A) - Specialist

Interested Candidates can share there CV on priti.d@finsmartaccounting.com or 8530777554

Key Responsibilities:

• Financial Modeling & Analysis: Create and maintain financial models, perform expense analysis (operating/fixed), and develop forecasts based on historical data.
• Extensive Experience in Client Communication.
• Amortization schedules based on existing loan documents
• Working capital based on historical ratios
• Client Engagement: Build strong relationships with clients, gain insights into their business models, and understand the key drivers of revenue.
• Forecasting & Reporting: Collaborate with Senior Analysts to develop revenue, COGS, and expense forecasts. Review financial models monthly, update with actual data, and analyze performance against forecasts.
• Financial Model Maintenance & Review: Monthly, update assigned client financial models with the previous month's actuals, after accounting close
• Error Identification & Model Improvement: Review models for errors, identify discrepancies, and suggest improvements to forecasting methodologies or models.
• Perform initial review of actuals vs forecast and compile a report of: Identified material fluctuations and their causes Developing trends (e.g. decreasing gross margins)
• Suggested model improvements/changes (e.g. expenses that need to be added to the budget; changes that need to be made to revenue models)
• Integrate any new client info received from the Senior Analyst/Strategic Finance Lead

• Creation & Updating of Ad-Hoc Analyses

From internally developed templates/examples from other clients, implement

non-model analyses for select clients, including customer retention analysis and

customer profitability analysis

Monthly, updated analyses

• Client Documentation: Maintain ongoing, centralized documentation of client

information, including current financial status (summarized by KPIs), upcoming key

changes, the status of a financial model, and other analyses. Documentation should be

clear and concise enough to be easily handed over to another financial analyst

Qualifications:

• Bachelors degree in Finance, Accounting, Economics, or a related field
• 2-3+ years of experience in Financial Forecasting, Budget vs Actual Analysis, Financial Analysis, Client documentation & Experience in accounting is a plus
• Strong-expert-level proficiency with Google Sheets/Excel
• Experience with QBO and some knowledge of databases & database language is a plus.(Not Mandatory).
• Excellent communication and presentation skills, with the ability to convey complex

financial concepts to diverse audiences.

• Strong problem-solving skills, attention to detail, and results