Financial Analyst, STP I

Job Summary

As a financial analyst on the USRM Results & Insights team, you will be responsible for highlighting financial and expense trends for USRM leadership. The Results & Insights team collaborates across all USRM functions to analyze the operational health of the business and its impacts to our financial results and our organization’s strategic growth & profitability goals. Additionally, this role/team is a high exposure opportunity to support and influence leadership decision-making through informed results-based reporting and presentation.

The ideal candidate for this role is proactive and intellectually curious, has a strong financial and expense acumen, excels at collaboration, and is open to challenging the status quo. The ideal candidate also thrives in a fast-paced environment and possesses strong technical capabilities (Microsoft Office). You will contribute to the organization’s success by driving financial results insights and analyses that provide transparency into our financial position.

Job Responsibilities

• Drives critical results and trend analysis of financial and expense variances to plan, prior year, and forecast in various MORs (Monthly Operating Reviews held by each team within USRM) through leading coordination of expense-centric partnerships (Product, Corporate Accounting, etc.)
• Owns and delivers the quarterly Expense MOR for USRM including partnership with USRM CFO on speaker notes
• Serves as an internal team lead / project manager for the transition to OneGL and oversees the administration and maintenance of additional expense reporting environments
• Provide sound expense insights and expertise through developing monthly results slides (utilizing Microsoft PowerPoint) and exhibits (utilizing Microsoft Excel and Power BI) to inform leadership decision-making and enable stakeholder self-service
• Analyze monthly Profit & Loss (P&L) statements to identify expense trends and variances, extracting critical operational insights and translating findings into clear stories for cross-functional teams to drive strategic decision-making
• Cultivates strong relationships with business partners in functional areas across the organization to identify key expense and profit trends and remain informed on operational drivers
• Gains exposure by presenting monthly to Finance and cross-functional leadership and the broader Finance organization
• Continually assesses the efficiency and impact of processes, reports, and tools; proactively identifies continuous improvement opportunities for enhancements; leads or actively participates in increasingly complex department projects and continuous improvement activities; proactively identifies AI use cases and integrates generative AI into deliverables
• Conducts ad-hoc analyses on emerging trends and effectively summarizes and communicates results to management
• Manages and mentors junior analysts by providing day-to-day guidance, supporting their professional development, reviewing deliverables for quality and accuracy, and fostering a collaborative team environment; manages and partners with EXL team members for various expense deliverables.

Qualifications

• Bachelor`s degree (Finance or Accounting) is required
• Minimum of 3 years of finance experience
• Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results
• Communicates effectively with teammates and others, leading meetings and interacting with increasingly higher levels of management to gather information and effectively present results and recommendations
• Advanced knowledge of Microsoft Excel and PowerPoint is preferred