Scottsdale, Arizona
Financial Analyst Job Opening in Scottsdale, Arizona - POSITION SUMMARY: Accurately analyze, reconcile and report data by understanding each client's needs, applying timely, results-driven solutions and teaching the client?s process improvement to make them more efficient and effective. Communicate professionally and effectively with internal and external clients, build trust, and serve the client as an extension of their team while representing Johnson Consulting Group's mission and core values.
ESSENTIAL FUNCTIONS:
Project management of valuation and marketing packages as assigned which includes:
Collect, organize, review and analyze financial data to include detail revenues/expenses to project a budget/proforma
Review financial data gathered and obtained from financial statements, general ledgers, tax returns, etc. to obtain knowledge, trends and projections for ongoing business revenues and expenses for the budget/proforma
Analyze quantitative and qualitative business practices including preparing annual cash flow projections. Construct financial presentations using JCG financial analysis templates
Work with clients through review of presentation and business materials and any question/answer forum necessary
Track progress and status of projects throughout the analysis process in Access
Meet timelines and coordinate/assist with scheduling due diligence efforts including review of purchase agreements and schedules, surveys and inspections, financial due diligence, etc.
Project management of Management and Accounting Division analysis as assigned which includes:
Collect, organize, review and analyze financial data gathered and obtained from financial statements, general ledgers, tax returns, etc. to obtain knowledge, trends and projections for ongoing business revenues and expenses in order to create a budget/proforma
Create summary of client data for discussion purposes with management consultant and/or client
Incentive plan creation, management and reporting
Interpret and create monthly, quarterly, and annual reports for review with clients
Assisting with Strategic plan creation and analysis
Assisting with Marketing plan analysis
Review questions and answers with clients to finalize the analysis and presentation
Meet timelines and coordinate/assist with scheduling of Management Services projects
Provides information to management by assembling and summarizing data, preparing reports and following through with assigned administrative tasks.
Manage time and resources to meet company expectation and Key Performance Indexes (KPIs)
Communicate effectively with all company departments and associates
Maintain set goals and deadlines
ADDITIONAL RESPONSIBILITIES:
Proficient in use of the JCG document exchange website, JCG Access Database and
Proficient in use of the ScanUS demographic software package
Ad hoc analysis needed from time to time
Collaborating in the efforts of continual improvement of process when appropriate
Represent the company professionally
Communicate with the clients to best serve their needs, serving as a partner and extension of the clients team
Perform other duties as required
SKILLS:
Funeral and Cemetery industry knowledge is a plus
Accounting, budget and forecast experience
Strong research and analysis skills
Excellent organization and time management skills
Proficient in Microsoft Excel, Microsoft Word, Outlook
EDUCATION:
Bachelor?s Degree Required in Business Mgmt, Accounting, Finance, Mathematics or Economics
EXPERIENCE:
Minimal experience required
SALARY:
Please provide salary requirements
Job Type: Full-time
Required education:
Bachelor's
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