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Financial Analyst

TITLE: Financial Analyst                                                                 
Classification:  Non-Exempt
Department: Corporate Administration
Reports to: CEO/President

Position Summary:
Responsible for conducting in-depth analysis of revenue, credit, expenses and overhead. Analyze company financial performance, forecasts and budget estimates for completeness, accuracy, and conformance with procedures and regulations. Will collaborate with accounting staff, operations management and President/CEO to help make critical decisions about investment funding, credit extension, expense management and business unit financial performance.

Essential Duties and Responsibilities:

  • Analyzes and interprets business unit and overall financial performance data and models in relation to current financial results and future forecasts. 
  • Develops financial or business plans including annual budgets and multi-year projections. 
  • Analyzes broadband and energy industry conditions and financial trends. 
  • Assesses risks to business operations. 
  • Assesses the cost effectiveness of projects and services. 
  • Researches issues related to the business environment and sustainable business practices.
  • Presents oral or written reports on Finley financial performance to audiences including the Board of Directors, management, lenders and investors and the Audit and Finance Committee of the Company. 
  • Creates presentations using internal ERP and accounting system, to illustrate financial reports. 
  • Will be required to perform other duties as requested, directed or assigned.

Education and Experience:

  • BSBA in accounting, finance or economics.
  • Minimum of 3 years of experience in financial analysis, reporting, consolidation and financial analysis.  Previous experience in a professional services environment is preferred.

Job Knowledge:

  • Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. 
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. 
  • Mathematics — Advanced knowledge of algebra, statistics, and their applications. 
  • Computers and Electronics — Advanced knowledge of Microsoft Office applications.  General knowledge of Deltek Vision, SQL, SQL reporting services and Tableau.
  • Communications — Knowledge of alternative ways to inform via written, oral, and visual media. 
  • Customer and Personal Service — Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. 
  • Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, and coordination of people and resources. 
  • Law and Government — Knowledge of laws, legal codes, government regulations, executive orders, agency rules, and the democratic political process primarily related to financial impacts. 
  • Marketing — Knowledge of marketing strategy and tactics, and sales techniques


  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. 
  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents. 
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. 
  • Mathematics — Using mathematics to solve problems. 
  • Speaking — Talking to others to convey information effectively. 
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience. 
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one. 
  • Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making. 
  • Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. 
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals and business units to make improvement and/or corrective action recommendations. 
  • Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. 
  • Systems Evaluation — Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.


  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense. 
  • Near Vision — The ability to see details at close range (within a few feet of the observer). 
  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences. 
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand. 
  • Written Comprehension — The ability to read and understand information and ideas presented in writing. 
  • Written Expression — The ability to communicate information and ideas in writing so others will understand. 
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). 
  • Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly. 
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem. 
  • Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. 
  • Speech Clarity — The ability to speak clearly so others can understand you. 
  • Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). 
  • Speech Recognition — The ability to identify and understand the speech of another person. 
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways. 
  • Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. 
  • Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). 
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted.

Physical, Mental and Visual Demands:

Flow of work involves normal mental and visual attention along with manual coordination much of the time. Physical demands require occasionally lifting over 25 pounds.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

Exposed to a combination of normal office type environments.

Travel approximately 10% of the time.


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