Financial Analyst
VA Enterprises, LLC
Accounting & Finance · Full-time
Grand Rapids, MI, USA
Posted on Thursday, August 15, 2024
About the job
The Financial Analyst is an integral part of a dedicated and highly skilled team, responsible for providing
our clients and business partners with insightful information to support decision making, while
contributing to a culture of teamwork, innovation, critical thinking and outstanding customer service.
The role will support thought and process leadership in areas of treasury, data analysis, reporting,
planning and forecasting.
DUTIES & RESPONSIBILITIES:
- Understand and anticipate internal and external business needs and work with the team to address through robust financial reporting and analysis.
- Collaborate with the Finance team to manage financial data including proper review and reconciliation of information to ensure accuracy.
- Understand complex, multi-tier ownership structures and the impact of these structures on financial reporting and analysis.
- Interface with third parties to compile required data and information and problem-solve any variances or issues.
- Collaborate with the Finance team to maintain internal controls to prevent, detect and deter errors within the finance functions; participate in completion of the annual audit process.
- Prepare timely monthly and quarterly financial reporting packages for clients and management that share financial performance, valuable analyses, and high-level narratives.
- Assist with the preparation and review of journal entries and reconciliations of financial and investment activity.
- Create updated forecasts and other ad-hoc reports to improve overall understanding of financial position, business needs, and future opportunities.
- Maintain and administer cash flows by forecasting receipts and disbursements daily, weekly, and monthly for various accounts in multiple custodians.
- Initiate various types of cash requirements and disbursements across multiple custodians.
- Assist in various tasks related to monthly, quarterly, and annual closing processes.
- Effectively collaborate and communicate with others; attentively listen, ask questions, work well with others, and demonstrate a desire to be part of a team.
- Exercise sound judgment and an appropriate sense of urgency.
- Complete other projects and duties as assigned.
REQUIREMENTS:
- Bachelor’s degree in finance/accounting required.
- At least 3-5 years of experience with a strong focus in financial analysis and reporting; exposure to treasury services desirable.
- Dedicated and dependable with a positive attitude.
- Advanced analytical and problem-solving skills.
- High proficiency in Excel; experience with the implementation of reporting tools preferred.
- Advanced written and verbal communication skills, including the ability to effectively write reports and information.
- Ability to manage and prioritize multiple projects simultaneously with efficiency, strong attention to detail, and self-motivated approach.
- Strong interpersonal skills and the ability to build effective working relationships.
- Naturally inquisitive and the ability to anticipate needs.
- Proven track record of providing outstanding customer service with a professional, tactful demeanor.
ADDITIONAL REQUIREMENTS:
- Very occasional regional and national travel required.
- Must maintain the highest standards of professional conduct, ethics, and integrity in all operations.
- Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects of job responsibilities must be exercised at all times.
VA Enterprises, LLC is an equal opportunity employer.
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