Since 2001, PlanITROI has been providing global reverse logistics, IT Asset Disposition, and Asset Recovery Services for OEMs, retailers, enterprises, education, and SMB organizations, committed to preserving the highest levels of environmental responsibility and data security while changing lives with their retired computing devices. PlanITROI leverages the circular economy to do social good, by turning clients' old returned, retired, or idle IT devices; laptops, PCs, smartphones, tablets, etc., into re-certified, affordable technology solutions sold directly and through the largest retailers in the world!
Financial Analyst Overview: The Financial Analyst is responsible for providing accurate and data-based financial insights to support the company’s decision-making process. This role involves analyzing financial data, preparing reports, forecasting future financial trends, and making recommendations based on financial research.
This role is remote on EST only.
Key Responsibilities:
- Financial Analysis and Reporting:
- Analyze financial data, including budgets, income statements, and forecasts, to identify trends, variances, and financial risks.
- Prepare detailed financial reports, including variance analysis and commentary, to support management in decision-making.
- Develop and maintain financial models to forecast future financial performance and assess the impact of various business decisions.
- Budgeting and Forecasting:
- Assist in the preparation of the annual budget and periodic forecasts.
- Monitor and analyze budget vs. actual performance, providing insights and recommendations for improvement.
- Collaborate with department heads to ensure accurate and timely budget submissions and adjustments.
- Financial Planning:
- Support the development of 1-3 year financial plans, by department and teammate.
- Conduct scenario analysis to evaluate the financial implications of potential business decisions or investments, supported by historical analysis.
- Provide financial insights to support strategic planning and business development initiatives provided.
- Data Management and Reporting Tools:
- Maintain and improve financial reporting systems and tools, ensuring accuracy and efficiency.
- Utilize financial software and databases to analyze and report financial data.
- Acquisition Investment Analysis:
- Evaluate potential investment opportunities and provide recommendations based on financial metrics and risk analysis.
- Conduct due diligence and financial analysis for mergers, acquisitions, and other strategic initiatives.
- Cross-functional Collaboration:
- Work closely with other departments, such as sales, operations, and marketing, to gather relevant financial information and provide financial support.
- Communicate financial insights and recommendations to non-financial stakeholders clearly and concisely.
Qualifications:
- Bachelor’s degree in finance, accounting, economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA) preferred.
- 3-5 years of experience in financial analysis, budgeting, and forecasting.
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Proficiency in financial modeling, data analysis, and financial reporting.
- Experience with QuickBooks, Tableau, and other ERP systems
- Excellent communication and presentation skills.
- Ability to work independently and manage multiple tasks in a fast-paced environment
- Advanced Excel skills, including proficiency with pivot tables, VLOOKUPs, and complex formulas.
- Familiarity with statistical analysis and data visualization tools.
PlanITROI Core Values:
- Driven & Confident
- Think Win/Win Always
- Own IT/Solve IT
- Personal Growth leads to Professional Growth
- Innovate & Change the World
- Proud to be Part of the PlanITROI Family
Visit our websites for more information: www.NextraTech.com, www.PlanITROI.com
www.BuyRecurtified.com, www.DigitalDreamsProject.com
“PlanITROI is an equal opportunity employer. We prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws."
