Job Summary
Position Overview:
The Financial Analyst will play a critical role in updating and maintaining budget and forecast templates for all call center clients. This position is responsible for generating operational reports, supporting financial statement production, and ensuring accurate data management across various financial processes.
Essential Job Results:
• Update and maintain budget and forecast templates for all call center clients.
• Support the production of monthly financial statements.
• Generate and distribute monthly financial reports for business unit reviews
Specific Responsibilities:
• Collect and enter historical data into forecasting templates on a monthly basis.
• Submit forecast templates and validate results according to published planning timelines.
• Prepare complex financial reports as needed for Regional Operations and Site Leadership, maintaining timelines to ensure deadlines are met weekly and monthly.
• Ensure monthly review calls are held with relevant participants to discuss operational assumptions, staffing, and other key data points pertinent to the budget/forecast.
• Update operational and statistical reporting systems through data capture.
• Participate in month end closing activities, including accrual accounting and preparing financial reports.
• Publish financial statements for internal users on a monthly basis.
• Assist with the monthly forecasting process at both client and site levels, including preparing financial analyses and documenting issues/opportunities.
• Prepare monthly reports for site, region, and business unit reviews highlighting efficiency opportunities, challenges, and critical data observations.
• Support the Accounts Payable function by auditing invoices as required.
Specific Competencies:
1. Problem Solving & Analysis, Evaluation
Effectiveness in identifying problems, seeking pertinent data, recognizing important information and identifying possible causes of problems; makes systematic and rational judgments based on relevant information.
2. Quality / Detail Management
Monitors processes and outcomes against goals and standards; takes appropriate action on variances and improves processes to produce precise and high-quality work; pays attention to important details.
3. Documentation / Information Management, Accurate Reporting
Maintains information for record keeping needs and ease of retrieval; examines information for trends that lead to new knowledge; prepares reports, memos etc. that are clear and informative to the reader and accurate in content.
Qualifications:
• Excellent communication skills for cross-functional collaboration (English Level C1+).
• Experience with Microsoft Suite (Excel and PowerPoint required)
• Strong analytical skills with attention to detail.
• Proficient in data management and reporting tools.
• Experience in budgeting and forecasting processes.
• Ability to identify opportunities for efficiency and profitability.
• Bachelor’s degree in Engineering, Finance or Business Administration
Closing date: Wednesday, June 4th, 2025.
