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    Financial Analyst - Kansas City, United States - Superior Bowen

    Superior Bowen
    Superior Bowen Kansas City, United States

    3 weeks ago

    Default job background
    Description


    The Financial Analyst role will support Haskell Lemon Group ("Haskell Lemon"), as well as our holding company, Legacy Infrastructure Group ("Legacy").

    At Haskell Lemon, the financial analyst is a key position requiring a high level of financial and operational analysis.

    The analyst will be responsible for reviewing, interpreting, and analyzing monthly financial results, assisting with annual forecasting and generating Work-In-Progress (WIP) schedule reports, among other things.

    This role requires a good understanding of financial trends and operational efficiencies. At Legacy, the analyst will be tasked with conducting ad hoc analysis and generating custom reporting.

    The financial analyst role requires a dynamic, detail-oriented, and analytical individual who can manage multiple tasks and provide insights to drive decision-making.

    Duties/Responsibilities

    Review, analyze, and interpret both historical and current financial data to assess company's financial performance and project future financial health which includes variance analysis, identify deviations between budgeted and actual figures, and provide explanations and recommendations for improvements.

    Prepare detailed financial reports, presenting key findings and recommendations to management in a concise, understandable format.
    Prepare the monthly Work-in-Process (WIP) schedule and conduct monthly meetings with management to review job performance.
    Assist with maintaining accurate job cost reports on a weekly basis including participation in the weekly project management meeting.

    Contribute to budgeting and financial forecasting processes, using both financial and accounting data to provide a comprehensive financial outlook, as well as collaboration with team members to ensure alignment with the company's strategic goals and objectives.

    Assist with monthly, quarterly and annual compliance reporting.
    Support the holding company, Legacy Infrastructure Group, with ad-hoc analysis, reporting, and special projects as required.
    Monitor, interpret, and forecast market trends, understanding the potential impact on the company's financial position.
    Develop, maintain, and update financial models to support strategic decision-making processes, including investment strategies and risk assessment.
    Participate in special projects and compile a variety of special reports as required.

    This could include anything from conducting financial analyses for a new business venture to compiling a report on a specific financial issue.

    Assist with evaluating the potential risks and returns of various investment strategies.
    All other duties and special projects as assigned.
    Minimum Requirements, Abilities and Expectations
    Bachelor's degree in finance or accounting
    Travel to Oklahoma City 2-3 days/month
    Strong analytical, decision-making, and problem-solving skills
    Proficiency in financial software applications and MS Office Suite
    Excellent presentation and reporting skills
    High attention to detail and mathematical aptitude
    Ability to work in a team as well as independently
    Strong interpersonal and communication skills
    Core Competencies

    Integrity & Trust:


    Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent him/herself for personal gain.


    Perseverance:


    Pursues everything with energy, drive, and a need to finish; seldom gives up before finishing, especially in the face of resistance or setbacks.


    Action Oriented:


    Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.


    Boss Relationships:


    Responds and relates well to bosses; would work harder for a good boss; is open to learning from bosses who are good coaches and who provide latitude; likes to learn from those who have been there before; easy to challenge and develop; is comfortably coachable.


    Time Management:


    Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.

    Informing
    :

    Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and/or the organization; provides individuals information so that they can make accurate decisions; is timely with information.


    Self-Development:


    Is personally committed to and actively works to continuously improve him/herself; understands that different situations and levels may call for different skills and approaches; works to deploy strengths; works on compensating for weakness and limits.


    Accessibility:
    If you need an accommodation as part of the employment process please contact Human Resources at

    Phone:
    Equal Opportunity Employer, including disabled and veterans.

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