Financial Analyst – Financial Planning and Analysis

Job Description

Financial Analyst | Walrath Recruiting, Inc.

The Tone:
This is a full-time, permanent role at a client of Walrath Recruiting, Inc., located in Albany, NY. This position is critical for a client organization that relies on robust financial planning and analysis to drive strategic decisions and operational efficiency. The Financial Analyst will be instrumental in shaping the financial future through meticulous budgeting, accurate forecasting, and insightful reporting to leadership. This role offers a significant opportunity to apply advanced analytical skills in a collaborative environment, directly influencing financial health and strategic growth.

The TL;DR
• Role: Mid-Level
• Type: Full-time, Permanent
• Location: In-person, Albany, New York Metropolitan Area
• Pay: $65000–$85000 yearly
• Team: Part of a Finance team, reporting to Finance leadership
• Mission: Lead core financial planning processes, including budgeting and forecasting, to support strategic business analysis and ensure financial data integrity.
• Tech Stack: MS Excel (advanced), SQL (preferred)

What You’ll Actually Do
• Budget Leadership: Lead the development and management of the annual budgeting process, applying advanced statistical analysis.
• Stakeholder Collaboration: Collaborate with cross-functional stakeholders to gather financial data, analyze trends, and develop accurate and achievable departmental budgets.
• Strategic Oversight: Oversee forecasting, long-term planning, and strategic business analysis.
• Cash Flow Monitoring: Monitor and project cash flow, reporting to Finance leadership regularly.
• Data Integration: Work with various departments to ensure data integrity and integrate financial planning with operational activities.

The Must-Haves
• Background: A Bachelor’s degree in Finance, Business, Computer Science, Statistics, or a related field is required.
• Experience: 3+ years of financial analysis experience or in a related field is required, with advanced proficiency in statistical and forecasting models using MS Excel.
• Skills: Strong organizational skills with the ability to manage multiple projects simultaneously, alongside excellent written and verbal communication skills.
• Bonus: SQL experience is highly preferred.