Financial Analyst I (Fpa&A)

Overview
The Financial Analyst I works alongside the Director of Financial Planning to provide strategic support to senior OTS management and corporate stakeholders.
Performs economic research and studies of rates of return, depreciation and investments | Analyzes profit-and-loss income statements and prepares reports and recommendations to management | Generates forecasts and analyzes trends in sales, finance and other areas of business | Researches economic progressions to assist the organization's financial planning | Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc.
Major Position Responsibilities

• Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects.
• Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals.
• Reports current or expected financial performance and creates financial models to guide decision making.
• Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
• Assists in the preparation of monthly, quarterly, or annual financial statements.
• May also support corporate planning by conducting analyses of operational effectiveness and capacity utilization.

Impact of Role

• Consistent exercise of discretion & judgment
• Requires conceptual knowledge of theories, practices, and procedures within a job discipline
• Performs routine assignments using existing procedures
• Receives instruction, guidance and direction from more senior level roles
• Entry level to a professional career progression

Basic Qualifications

• Associate's degree in Finance or related discipline; or equivalent combination of relevant education and experience required
• Bachelor's degree in Finance or related discipline is preferred
• 0-3 years of relevant experience
• Proficient in Microsoft Office (Excel, Word, PowerPoint)