Location: Remote, Austin, TX or Shelton, CT
Role Overview:
Dynata is seeking a dynamic and experienced Senior Financial Analyst to join our finance team. The ideal candidate will have a solid foundation in finance, a proactive mindset, and the ability to collaborate effectively with budget owners and high-level executives. This role requires expertise in financial analysis, modeling, and effective communication.
Responsibilities:
- Act as a strategic finance partner to budget owners, delivering monthly KPI insights and meticulously producing comprehensive budget packs.
- Provide expert advice and recommendations through in-depth financial analysis, ensuring thorough examination of cost/benefit analyses and scenario planning.
- Engage in proactive and insightful discussions with high-level executives, presenting well-informed advice based on a comprehensive understanding of data.
- Maintain the integrity of the consolidation model by overseeing vendor and customer coding, including the management of lookup tables, to ensure accurate data categorization, trend analysis, and precise forecasting.
- Foster a positive and collaborative team environment while effectively communicating within the team.
- General understanding of accounting principles.
- Ensure precise coding, including managing P-Cards and expense accruals, and accurate allocation of costs.
- Execute monthly reclassifications based on comparisons to forecast and other relevant metrics.
- Comfortably build bottoms-up forecasts, incorporating information from contracts, invoices, finance knowledge, and feedback from budget owners.
- Demonstrate proficiency in Excel, specifically in xlookups, sumifs, and pivot tables.
- Knowledge of Power Pivot and Power Query is advantageous.
- Construct financial models from the ground up or learn to do so, tailoring models and reports to simplify decision-making processes for budget owners.
- Conduct variance analysis versus forecast, budget, and prior year, utilizing tools like pivot tables to distill key and relevant variances.
- Proactively identify process improvements and continuously seek personal and professional development.
- Attend meetings well-prepared, having already addressed and corrected variances, and confidently conveying the story.
- Familiarity with or willingness to learn SQL and VBA is a valuable addition.
- 2-4 years of relevant experience in finance or a related field.
- Bachelor’s degree in Finance, Accounting, Economics, or Business.
- Advanced proficiency in Excel, with a willingness to learn new tools and techniques.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills, with the ability to engage with high-level executives.
- Proactive mindset, always seeking ways to enhance processes and gather information before making decisions.
- Team player with a positive attitude, contributing to the growth and success of the team.