Financial Analyst

Dynata is seeking a dynamic and experienced Financial Analyst to join our finance team. The ideal candidate will have a solid foundation in finance, a proactive mindset, and the ability to collaborate effectively with budget owners and high-level executives. This role requires expertise in financial analysis, modeling, and effective communication.
Responsibilities:

• Act as a strategic finance partner to budget owners, delivering monthly KPI insights and meticulously producing comprehensive budget packs.

• Provide expert advice and recommendations through in-depth financial analysis, ensuring thorough examination of cost/benefit analyses and scenario planning.

• Engage in proactive and insightful discussions with high-level executives, presenting well-informed advice based on a comprehensive understanding of data.

• Maintain the integrity of the consolidation model by overseeing vendor and customer coding, including the management of lookup tables, to ensure accurate data categorization, trend analysis, and precise forecasting.

• Foster a positive and collaborative team environment while effectively communicating within the team.

• General understanding of accounting principles.

• Ensure precise coding, including managing P-Cards and expense accruals, and accurate allocation of costs.

• Execute monthly reclassifications based on comparisons to forecast and other relevant metrics.

• Comfortably build bottoms-up forecasts, incorporating information from contracts, invoices, finance knowledge, and feedback from budget owners.

• Demonstrate proficiency in Excel, specifically in vlookups, sumifs, and pivot tables.

• Knowledge of Power Pivot and Power Query is advantageous.

• Construct financial models from the ground up or learn to do so, tailoring models and reports to simplify decision-making processes for budget owners.

• Conduct variance analysis versus forecast, budget, and prior year, utilizing tools like pivot tables to distill key and relevant variances.

• Proactively identify process improvements and continuously seek personal and professional development.

• Attend meetings well-prepared, having already addressed and corrected variances, and confidently conveying the story.

• Familiarity with or willingness to learn SQL and VBA is a valuable addition.

Qualifications:

• 2-4 years of relevant experience in finance or a related field.

• Bachelor’s degree in Finance, Accounting, Economics, or Business.

• Advanced proficiency in Excel, with a willingness to learn new tools and techniques.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills, with the ability to engage with high-level executives.

• Proactive mindset, always seeking ways to enhance processes and gather information before making decisions.

• Team player with a positive attitude, contributing to the growth and success of the team.

At Dynata, we are committed to creating an inclusive and accessible environment where every employee and customer feels valued, respected, and supported. We strive to build a workforce that reflects the diversity of the communities we serve. Dynata welcomes and encourages applications from individuals with disabilities and is dedicated to fostering a work culture that supports everyone. Accommodations are available upon request for all aspects of the selection process.

Dynata is an Equal Opportunity Employer. We consider all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, marital status, age, disability, genetic information, veteran status, or any other legally protected status under applicable laws.

The base salary range for this position in is $75-85K/yr; however, base pay offered may vary depending on location, job-related knowledge, skills, and experience. A discretionary incentive program may be provided as part of the compensation package, in addition to a full range of medical and other benefits, dependent on full-time employment status.