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Financial Analyst
4 months ago
Financial Analyst
Who we are:
White Tail Automation and the Crimson Group of Companies provide our clients with high-value automation, instrumentation, electrical design, and process operation solutions. With the capabilities of a large enterprise, and the agility and responsiveness of a small company, we are a customer-focused provider of automation and integrated solutions. We provide total integration of design, project management, panel manufacturing, installation/commissioning, maintenance, and repair for North America and select international markets.
What we Offer:
- Competitive salary and a comprehensive benefit package.
- A laptop and company cell phone.
- An environment of continuous learning with the opportunity to enhance your skills & experience and grow within the organization.
- The opportunity to participate in charitable events through our charity, RedTail Community Foundation.
Position Overview:
This position reports to the Controller and will be responsible for the creation and maintenance of financial statements and budgeting/forecasting models to assist management in strategic planning, monitoring company performance, and making data-driven decisions.
Principal responsibilities are:
- Create Financial Statements in PowerBI to mirror current financial statement formats that exist in Excel by linking PowerBI directly to source data from QuickBooks Online.
- Create Budgeting and Forecasting models in PowerBI.
- Provide analytical support in capital expenditure, margin analysis, and cost variation, and respond to ad-hoc questions from management and internal departments.
- Prepare daily and weekly operational reports for management review and decision making.
- Ongoing development and refinement of financial models and other analytical tools to enhance the efficiency of business applications and processes.
- Assist operational managers in understanding their business unit's financial performance.
- Maintain excellent working relations with all members of the Finance/Accounting team as well as others outside the department.
Desired Qualifications:
- Bachelor's degree in Accounting or Finance.
- Solid understanding of financial statements and basic accounting principles.
- At minimum of 3 to 5 years of experience working as an analyst in a financial setting, involving the use of advanced spreadsheet functions, databases, and reporting tools.
- Proficiency with PowerBI and Microsoft Office applications, including advanced Excel knowledge.
- Experience working with QuickBooks Online.
- Ability to work effectively with large amounts of data, drill down into details, and provide incisive high-level overviews.
- Organized, strong attention to detail, an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
- Outstanding communication and interpersonal skills.
