Financial Analyst SUMMARY Responsible for the preparation, and analysis of the monthly financial statements and Budget vs. Actual reports, and assesses the accuracy, completeness, and conformance to reporting and procedural standards. Emphasis of this position includes monthly closing process of DSSA, Inc. journal entries, reconciliations and generating key data as well as monthly and annual reporting and analysis of actual versus plan financial performances. Maintains the ability to meet deadlines and work simultaneously on multiple financial projects as directed. Reports directly to the Manager of Financial Planning.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Complete account reconciliations and journal entries for assigned accounts.
- Prepare monthly financial statements and consolidate all subsidiaries of DSSA, Inc.
- Import actual and forecast financial results into the Daicel Corporate consolidation system (DIVA).
- Complete timely Plan vs. Actual reporting and submit it to the manager for review.
- Distribute monthly results to department heads and interact with managers regarding observed variances.
- Generate and distribute financial budget templates to departments.
- Support departments during the planning process as they project headcount and expenses.
- Analyze and integrate department budgets and the sales model into the budget model.
- Create and upload annual plan data to the Syspro software system.
- Create summary reports for management presentations of budget to actual results.
- Prepare detailed PowerPoint presentations for executive and management meetings.
- Perform specialized projects as needed.
EDUCATION and/or EXPERIENCE Minimum educational experience requires a Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or other closely related field. Minimum experience required of 3 years in financial accounting. Experience in a multi-business unit manufacturing environment highly preferred. Knowledge of Microsoft Excel (i.e. Pivot Tables, Lookups, SUMIFS, INDEX/MATCH). Knowledge of Budget Maestro, Syspro or other integrated ERP-based accounting system, and DIVA or other Japanese financial planning software experience a plus. High level of communication skills and attention to detail.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
The individual must be able to demonstrate strong understanding of federal regulations related to global financial accounting applications. Project management skills are a plus. Ability to problem solve and work effectively with all levels of employees and management in a team oriented environment. Working knowledge of Syspro, Budget Maestro and DIVA is highly preferred. In addition, the individual must be able to understand, analyze, and effectively interprets financial information. Proficiency in Microsoft Applications (Word, Excel and PowerPoint) with an emphasis on spreadsheet and PowerPoint presentation preparation. The individual must have excellent communication skills, organization skills as well as be detail oriented. Must also be able to effectively prioritize the workload. This position also requires the ability to understand all policies, procedures, instructions, rules and regulations associated with this position, which are written in English.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Must be able to read, comprehend and interpret policies, laws, federal regulations and global regulations. Ability to incorporate and analyze financial data regarding current financial position and plan.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Lighting and temperature as required for an office environment. High level of visual strain occasionally required due to detail attention necessary for confidential reports, high volumes of written documents, and extended computer use. Appropriate safety equipment required in designated areas. The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to move throughout the facility, traverse within office and production areas, communicate with others, and detect or exchange information or ideas. The employee occasionally is required to perform functions which require the manual operation of general office productivity equipment as well as the ability to place, reach, detect, ascend/descend, and position self to navigate within confined working spaces. The employee is frequently required to remain in a stationary position. The employee must occasionally move or transport up to 25 pounds. Specific vision abilities required by this job include close inspection, identification of objects from a distance, color determination, peripheral detection, depth judgment, and the ability to identify details in varying conditions.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.