FINANCIAL ANALYST

Job Description

Financial Analyst | Venteon

The Tone:
This is a full-time role with a stable and profitable client of Venteon Finance, located in Oakland County, MI. As a Financial Analyst, you will be instrumental in evaluating business performance through detailed financial analysis, identifying key trends, and explaining variances from expected outcomes. This position directly supports the client’s strategic financial planning processes, including comprehensive budgeting, accurate forecasting, and long-range planning, providing critical insights to leadership for informed decision-making. Your contributions will enhance operational efficiency and identify opportunities for significant cost savings within the client organization, directly impacting profitability.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Oakland County, MI

• Mission: This person will own the analysis of financial data, support strategic planning through budgeting and forecasting, and contribute to identifying opportunities for business improvement.
• Tech Stack: Excel, PowerBI (exposure)

What You’ll Actually Do
• Evaluate Business Performance: Analyze comprehensive financial data to thoroughly evaluate business performance, identify emerging trends, and explain variances from expected outcomes.
• Report to Leadership: Prepare accurate and timely monthly, quarterly, and various ad-hoc financial reports, providing critical information for senior leadership review and strategic discussions.
• Support Strategic Planning: Actively support the client’s budgeting, forecasting, and long-range planning processes, contributing to the development of robust financial projections.
• Assist Month-End Close: Provide essential assistance with month-end close activities, which includes performing detailed variance analysis and ensuring accurate reconciliations.
• Develop Financial Models: Create and maintain sophisticated financial models designed to support crucial business planning initiatives and facilitate informed decision-making across departments.

The Must-Haves
• Background: Possess a Bachelor’s degree in a relevant field such as Accounting or Finance, establishing a strong foundational understanding for financial analysis.
• Experience: Bring a minimum of 2+ years of practical experience specifically in Finance or Financial Planning & Analysis (FP&A), along with direct experience working with inventory management.
• Skills: Demonstrate advanced proficiency with Excel, utilizing complex functions and tools for data manipulation, analysis, and reporting.
• Bonus: Exposure to PowerBI is considered a plus, indicating familiarity with business intelligence tools for data visualization and reporting.