Finance

Financial Operations Analyst

Looking to hire your next Financial Operations Analyst? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we understand the importance of real-time collaboration in today's fast-paced business environment. Our staffing solutions focus on connecting US companies with Latin American talent operating in compatible time zones. This strategic approach ensures that businesses can engage with their team members during regular office hours, facilitating immediate communication, swift problem-solving, and seamless project coordination.

Description

A Financial Operations Analyst is a vital part of any organization, responsible for examining financial data to help guide business decisions and optimize operational efficiency. This role involves analyzing financial statements, monitoring transaction processes, and ensuring compliance with financial regulations. Financial Operations Analysts play a key role in budgeting, forecasting, and financial planning, providing crucial insights into cost management and identifying areas for improving financial performance. They collaborate with various departments to streamline operations, reduce costs, and enhance overall financial health, making them indispensable to an organization's success.

Requirements

- Bachelor's degree in finance, accounting, economics, or a related field
- Proven experience as a Financial Analyst or similar role
- Strong understanding of financial statements, financial modeling, and variance analysis
- Proficiency with financial software applications (e.g., Excel, SAP, Oracle)
- Experience with accounting principles and practices (GAAP/IFRS)
- Excellent analytical and quantitative skills
- Strong attention to detail and high accuracy in financial data analysis
- Ability to work with large datasets and conduct complex financial analyses
- Excellent communication and interpersonal skills
- Ability to collaborate effectively with cross-functional teams
- Strong organizational and time management skills
- Ability to manage multiple tasks and meet deadlines
- Knowledge of financial regulations and compliance requirements
- Experience with budgeting, forecasting, and financial planning processes
- Problem-solving skills and ability to think critically
- Experience with financial reporting and dashboard tools (e.g., Power BI, Tableau) is a plus
- CPA, CFA, or other relevant professional certification preferred
- Experience in identifying and implementing process improvements and efficiencies
- Strong ethical standards and integrity in handling financial information
- Ability to work independently and take initiative in identifying and resolving financial issues

Responsabilities

- Analyze financial data and generate reports to support decision-making processes
- Monitor daily financial transactions and ensure accuracy and compliance with established procedures
- Prepare monthly, quarterly, and annual financial statements and reports
- Conduct variance analysis to understand deviations in financial performance from budget forecasts
- Assist in the development and implementation of financial policies and procedures
- Use financial modeling techniques to project future financial trends and assess the impact of potential business decisions
- Perform reconciliations of various financial accounts, such as bank statements and general ledgers
- Collaborate with various departments to gather financial information and address discrepancies
- Support the budgeting and forecasting process by providing relevant financial data and analysis
- Provide insights and recommendations based on financial data analysis to improve financial operations
- Review and analyze expense reports and ensure proper accounting and classification
- Assist in internal and external audits by preparing necessary documentation and responding to audit inquiries
- Develop and maintain financial dashboards and performance metrics
- Ensure compliance with financial regulations and standards
- Respond to inquiries from management regarding financial results, special reporting requests, and ad hoc analyses
- Improve financial systems and processes through automation and optimization initiatives
- Track and report on key financial performance indicators (KPIs) to management
- Assist in financial risk management by identifying, assessing, and managing financial risks
- Identify cost-saving opportunities and efficiencies within financial operations
- Support the finance team with other duties and special projects as needed

Ideal Candidate

The ideal candidate for the Financial Operations Analyst role is a highly analytical individual with a Bachelor's degree in finance, accounting, economics, or a related field, and proven experience as a Financial Analyst or in a similar capacity. This person possesses a deep understanding of financial statements, financial modeling, and variance analysis, coupled with proficiency in financial software applications such as Excel, SAP, and Oracle. They are well-versed in accounting principles and practices (GAAP/IFRS) and exhibit exceptional attention to detail and accuracy in financial data analysis. A strong communicator and collaborator, the ideal candidate excels in working with cross-functional teams and managing large datasets to conduct complex analyses. They demonstrate excellent organizational and time management skills, effectively handling multiple tasks and meeting deadlines. With an innovative mindset, they are adept at identifying and implementing process improvements and efficiencies. Ethical and integrity-driven, they ensure compliance with financial regulations and uphold high ethical standards in handling financial information. Additionally, a CPA, CFA, or other relevant certification, and experience with financial reporting and dashboard tools such as Power BI or Tableau, would be highly beneficial. Adaptability, strong problem-solving capabilities, and a proactive, self-motivated approach to work, coupled with a results-oriented focus and an ability to thrive in dynamic environments, set this candidate apart as the perfect fit for the role.

On a typical day, you will...

- Analyze financial data and generate reports to support decision-making processes.
- Monitor daily financial transactions and ensure accuracy and compliance with established procedures.
- Prepare monthly, quarterly, and annual financial statements and reports.
- Conduct variance analysis to understand deviations in financial performance from budget forecasts.
- Assist in the development and implementation of financial policies and procedures.
- Use financial modeling techniques to project future financial trends and assess the impact of potential business decisions.
- Perform reconciliations of various financial accounts, such as bank statements and general ledgers.
- Collaborate with various departments to gather financial information and address discrepancies.
- Support the budgeting and forecasting process by providing relevant financial data and analysis.
- Provide insights and recommendations based on financial data analysis to improve financial operations.
- Review and analyze expense reports and ensure proper accounting and classification.
- Assist in internal and external audits by preparing necessary documentation and responding to audit inquiries.
- Develop and maintain financial dashboards and performance metrics.
- Ensure compliance with financial regulations and standards.
- Respond to inquiries from management regarding financial results, special reporting requests, and ad hoc analyses.
- Improve financial systems and processes through automation and optimization initiatives.
- Track and report on key financial performance indicators (KPIs) to management.
- Assist in financial risk management by identifying, assessing, and managing financial risks.
- Identify cost-saving opportunities and efficiencies within financial operations.
- Support the finance team with other duties and special projects as needed.

What we are looking for

- Strong analytical mindset
- Attention to detail
- High level of accuracy
- Proactive and self-motivated
- Excellent problem-solving skills
- Strong communication abilities
- Collaborative team player
- Adaptability to changing environments
- Ethical and integrity-driven
- Ability to handle large datasets
- Critical thinking aptitude
- Results-oriented focus
- Excellent time management
- Organizational skills
- Ability to meet deadlines
- Proficiency with financial tools
- Strong interpersonal skills
- Innovative mindset for process improvement
- High level of accountability
- Willingness to take initiative

What you can expect (benefits)

- Competitive salary range based on experience and qualifications
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plans with company match
- Paid time off (PTO) including vacation, personal days, and holidays
- Professional development and training opportunities
- Tuition reimbursement programs for further education
- Employee assistance programs (EAP)
- Flexible work schedules and remote work options
- Performance-based bonuses and incentives
- Wellness programs including gym memberships and wellness workshops
- Life and disability insurance coverage
- Supportive and collaborative team environment
- Opportunities for career advancement and growth
- Networking opportunities and access to industry events
- Company-sponsored community service and volunteer activities
- Access to financial planning and legal resources
- Parental leave and family support programs
- Employee discounts on company products and services
- Relocation assistance if applicable

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