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- Provide primary support for the new deal acquisition and financial modeling process.
- Play an integral role in transforming current state financial modeling from Excel to Power BI & Power Automate.
- Be a subject matter expert on financial models and consult stakeholders on the model outputs.
- Continuously improve financial models and reporting solutions by studying proposed changes in methods and materials.
- Combine and analyze data from various databases and sources to support financial modeling.
- Increase productivity by coordinating information requirements and automating processes.
- Performing ad-hoc business and financial analysis utilizing various data sources and reports and working with various operational areas to help senior management with decision-making and strategy, which may require the analysis and summarization of large amounts of data.
- Adds value to both the operational and strategic decision-making process.
- Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures and provide financial insights.
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.
- Bachelor's degree in Accounting or Finance
- 5+ years of experience in Business & Data Analytics, Financial Planning & Analysis and/or Financial Reporting, or Strategy.
- Possess high-level problem-solving and analytical skills.
- Strong attention to detail and ability to multitask and prioritize.
- Strong project management skills, including organization, planning, and execution.
- Ability to collaborate effectively with cross-functional teams.
- Excellent verbal and written communication skills as well as presentation skills
- Ability to work well under pressure, overcome challenges, and meet deadlines.
- Demonstrate intellectual curiosity.
- Experience in identifying, recommending, and implementing process enhancements.
- Advanced proficiency in MS Excel required. Proficiency in MS Word, and NetSuite preferred.
- Experience with Power Automate, Power BI, Salesforce (SFDC)desired.
- SQL, Essbase, SAS, Spark, Scala, and Python knowledge a plus.
Senior Financial Analyst - Deerfield Beach, United States - JM Family Enterprises
Description
JM&A Group is looking for a Senior Financial Analyst for the Financial Planning & Analysis Team. This position provides the opportunity to work alongside a strong team of finance professionals. As the Sr. Financial Analyst, you will directly support the finance needs for our Leadership, internal departments, and our Sales Team.
Responsibilities:
#LI-Hybrid
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.