Wilbert Funeral Services, Inc. · 6 days ago
Financial Analyst
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Responsibilities
Work closely with business partners to review and prepare budgets and forecasts.
Provide support for financial analysis, strategic planning, forecasting, budgeting, and business planning for the company.
Ensure accuracy in reporting through a partnership with the financial systems and accounting teams.
Maintain and prepare driver-based financial and operating models to support decision-making and long-term planning.
Create intuitive reports, models, or dashboards that utilize a variety of data sources and provide insights into key metrics.
Effectively communicate insights and plans to cross-functional team members and management.
Update and maintain various financial models and standard templates, ensuring quality, accuracy, and focused analytic review.
Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.
Utilize database technologies and Excel to develop, improve, and/or maintain standard reporting processes and design new analyses in collaboration with management.
Leverage business intelligence systems, robust data analytics, and strategic thinking to perform analysis related to the Finance team's current initiatives and effectively communicate findings.
Qualification
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Required
Bachelor’s degree in business, Finance, or Accounting required.
2-4+ years of relevant experience in accounting and finance
Demonstrated experience in developing financial models, excellent quantitative analysis, and forecasting skills.
Experience with Financial modeling and Power BI application.
Experience with budget management, forecasting, and financial reporting is required.
Strong analytical skills: ability to gather and analyze financial and operational data.
Proficient in Microsoft Excel with the ability to create and maintain complex models and analyze large amounts of data.
Strong understanding of financial statements and financial models
Ability to be a team player, but also work independently.
Strong organizational abilities, with attention to detail and time management
Ability to communicate effectively with executive management and all departments across the organization.
Preferred
Experience with Accounting and ERP systems is preferred.
Company
Wilbert Funeral Services, Inc.
Wilbert Funeral Services Inc is the industry leader in burial vaults and related products with a heritage of product innovation dating back to 1880 when company forerunner LG Haase Manufacturing offered the first concrete burial vaults in the United States.
Funding
Current Stage
Late StageRecent News
2023-03-21
Business Journals
2022-03-15
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