Financial Analyst

The Financial Analyst is responsible for assisting in the reporting, budgeting, forecasting, and analysis of the Company’s financials. This role will provide guidance, expertise, coaching, and counseling to all sales staff. It will work closely with other leaders within the organization to drive efficiency and cross-teaming, which are critical to delivering the highest service levels. The Financial Analyst will possess a deep knowledge of the company, our internal processes, our software, and our business model to ensure a consistent and outstanding service delivery to all supported parties and clients. Key success factors for this role include the ability to build effective relationships and communicate effectively. This position will be based out of Charlotte, NC.

Essential Duties and Responsibilities include the following:

• Project a behavior that models and reinforces the Company’s core set of values.
• Prepare and present accurate and timely financial reports, including monthly, quarterly, and annual performance summaries
• Collect, organize, and analyze large data sets to provide actionable insights and support strategic initiatives
• Develop and track key performance metrics and perform ad-hoc analysis – primarily supporting the Sales Department
• Provide support to the business during the monthly close, periodic forecast, annual budget, and reporting processes
• Develop financial reports for management with a specific focus on profitability
• Work jointly with key business stakeholders to understand business requirements and continually look to improve/enhance processes
• Own the process of KPI reports to the leadership team, work with other departments to identify and report on the identified KPIs
• Support and contribute to the Department’s strategic goals, process standardization, and continuous process improvement.
• Other duties as required.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Share and demonstrate Patterson Pope’s core values.
• Effective communication and interpersonal skills, good organizational and follow-through skills. Using the full range of tools to communicate, including audio and video conferencing.
• Proven ability to promote and maintain a professional image in person and during video/audio conference calls. 
• Familiarity with business and financial principles and practices.
• Demonstrated proficiency in Monday.com, HubSpot, Adobe, MS Office (strong emphasis on Excel), BI reporting software (Power BI), and ERP experience preferred.
• The ability to anticipate, diagnose, and solve problems with a positive and creative attitude.
• Ability to prioritize – uses resources efficiently and balances what is important vs. what is critical.
• Approachability – listens; allows adequate time for interactions; creates a supportive communication environment.
• Patience – behaves in a manner that encourages and allows interactive behavior from those less skilled, knowledgeable, or experienced.
• Cross-functional collaboration-Work closely with other departments such as Sales, Marketing, Operations, and Finance to ensure operational activities support overall business objectives.
• Problem-solving – determines the interrelationship of tasks and the relative importance of tasks, makes plans, and takes action accordingly.
• Time management – allocates time efficiently to the most critical issues and knows what not to spend time on; completes work in a timely fashion.
• Trust and respect – Offer respect to all in the work environment, and adhere to high personal standards of acceptance, reliability, openness, and consistency of action in words.

Education/Experience:

Bachelor's degree in Finance or Accounting, MBA preferred, or 3 to 5 years related experience and/or training; or equivalent combination of education and experience.

Math Ability:

Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, discounts, interest, commissions, ratios, and proportions to practical situations. 

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 

Technology Aptitude:

Must be proficient in the use of computers and recent Windows applications such as Microsoft Office (strong emphasis on Excel), e-mail, Web browsers, Business Intelligence platforms, and ERPs.

Travel:

Will require occasional overnight travel and overnight stays.

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 essential functions.

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 accommodations may be made to enable individuals with disabilities to perform essential functions.

The employee may need to lift and/or move up to twenty-five pounds and occasionally lift and/or move up to fifty pounds. While performing the duties of this job, the employee is frequently required to stand, walk, stoop, kneel, crouch, or crawl and talk or hear. The employee may be required to use hands to finger, handle, or feel; reach with hands and arms, and climb or balance.

Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Company-paid Life and Accidental Death & Dismemberment Insurance
• Option to buy Additional Life Insurance coverage for yourself and your dependents
• Short Term Disability Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts (FSA)
• Employee Assistance Program (EAP)
• 401k
• Paid Time Off
• Paid holidays
• ESOP

We are an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are a drug-free workplace. Patterson Pope is a Federal Contractor.