Financial Analyst

About The Role:

The Financial Analyst will work directly with Spot’s Manager of Finance & Analysis and members of the Finance & Data Analytics team to support companywide and departmental needs in various areas of financial reporting and business analysis. This role plays a critical part in enabling data-driven decision-making across the organization.

The ideal candidate will have extensive experience using Microsoft Excel, writing SQL queries, and creating detailed reports, scorecards, and dashboards. A strong understanding of key finance and accounting principles is essential. We are seeking a self-motivated, detail-oriented, entrepreneurial individual who can effectively multitask and manage multiple projects concurrently.

Responsibilities:

• Develop and maintain customized financial and operational reports across multiple business areas for department heads and executive management, with a focus on automation and process improvement.
  • Customer Reporting: Create and maintain customer-specific monthly reports, scorecards, analyses, and sales presentation data for external stakeholders.
  • Financial Reporting: Monitor key performance indicators (KPIs) and financial metrics, identifying trends, variances, and anomalies.
  • Pricing Analysis: Perform post-RFP bid performance and pricing analysis using internal tools and methodologies.
• Assist in querying data, creating pivot tables, charts, and organizing data & KPIs in a meaningful and insightful way for internal and external use.
• Support the Finance and Sales teams in preparing annual financial projections and budgets.

Projects:

• Prepare ad hoc financial analyses at the request of the CFO and senior management, including:
  • Conducting detailed analyses using large data sets to support new business opportunities and internal stakeholder needs.
  • Utilizing tools such as Excel, SQL, Power BI, Sigma, and others to create and automate financial and operational reports.
  • Presenting findings and providing actionable recommendations to senior management.

Qualifications:

• Bachelor’s degree in Finance/Accounting, Computer Science/MIS, Mathematics, Economics, or a related field.
• 1-3 years of relevant experience.
• Proficiency in Microsoft Excel and VBA, with experience in SQL (SSMS).
• Experience with Power BI, Sigma (or other data visualization tools), analytics, scripting languages, databases, FP&A, or 3-statement modeling is a plus.
• Candidates with advanced experience may be considered for a senior-level position.

Skills:

• Professional Skills:

  • Attention to detail
  • Quality of work and completeness
  • Integrity and professionalism

• Interpersonal Skills:

  • Team-oriented
  • Empathy
  • Trust
  • Assertiveness

• Work Ethic:

  • Grit
  • Ambition
  • Consistency and drive for excellence

• Mindset:

  • Problem-solving and critical thinking
  • Continuous learner with the ability to acquire new skills quickly
  • Leadership and courage to develop others
  • Proactive and entrepreneurial
  • Curiosity
  • Extreme ownership

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