Financial Analyst

DISYS is looking for motivated individuals looking to be part of the process of creating a new department focused on providing quality financial advice and support to our Operational Vice Presidents. The right individual must enjoy designing processes and working in a fast paced exciting change environment. Successful candidates will not mind being “hands-on “but also will be comfortable providing opinions, guidance and analysis to the Executive Team.

Key Responsibilities

Budgeting & Planning:

• Prepare 12-month annual financial plans for supported business units. The financial plan should be consistent with the overall revenue, gross profit, quota and operating expense targets for the unit and highlight the key performance objectives (relative to current performance) that must be met for the plan to be achieved. The individual financial plans for each supported unit must be constructed in a consistent manner to allow for easy aggregation into an overall, company-wide financial plan.

• Perform financial planning, budgeting, forecasting and analysis, including comparison of financial actual vs. forecast vs. annual operating plan and related risks and opportunities on a quarterly/monthly business rhythm.

• Assist the Director of FP&A with the preparation of monthly and quarterly and annual management reporting and analysis

Financial Performance Management

• Prepare a report for business unit management, CFO, CEO and President analyzing current month results, including performance of key metrics relative to expectations and financial analysis of key variances. Monthly report should include comparisons to prior month, prior year, plan and forecast.

• Conduct variance analyses (e.g. rate, volume, mix) to help explain financial results.

• Track expenses and revenues vs. budget, reforecast and analyze fluctuations.

• Proactively identify issues and manage them to resolution.

• Perform quality assurance reviews of monthly results to identify any miscoded, duplicate, missing or erroneous transactions at the customer level prior to completion of the monthly close process.

• Develop and prepare quarterly “Business Review’ providing a high level summary of financial performance, top accounts, sales highlights/lowlights, people and productivity metrics.

• Arrange and participate in quarterly Business Review meeting with CEO, President & CFO.

• Prepare analysis of customer and project profitability (based on contribution margin and after allocation of fixed cost). Perform ranking and categorization of clients within locations and regions (e.g. “invest’, “maintain’, “review’, “exit’) weighing current activity level, growth potential, profitability, etc.

• Develop models/enhance tools delivered to field to determine profitability of proposed business.

• Evaluate profit and cost efficiencies in various areas of the organization as needed.

• Develop, maintain and distribute as-hoc reports and financial models as needed

• Support enterprise initiatives as directed (e.g. development of new travel & expense management system, rollout of PO process, etc.)

• Work closely with Operations Management as a true business partner advising and assisting on all financial matters

• Assist in the proper recording of expense transactions including assisting and training on coding

• Coordinate with Accounting, especially with respect to the impact of GAAP and other accounting policies on financial statements and business unit financial performance.

• Coordinate financial questions/answers among supported business units and Finance (e.g. Accounting, Treasury departments).

• Assist the field with significant customer and consultant issues, not limited to invoicing, collections, subcontractors, payroll and accounts payable

• Think with a process improvement mentality so that consistently occurring problems can be identified and the root cause remediated.

Job Requirements

Overall Requirements

• Bachelor’s Degree in Accounting or Finance preferred.

• Five to seven years of related experience in financial analysis, cost control & program planning and implementation, budget development and/or government project administration

• Strong user of Microsoft Excel and other Microsoft Office Applications

• Strong analytical skills, knowledge of operating budgets, capital expenditure budgets, forecasting and planning cycles

• Must possess strong interpersonal and relationship-building skills

• Ability to work as a team player and collaborate across functions.

• Self-starter that adapts well to change in a fast-paced, maturing workplace

Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. Email recruitinghelp @ disys.com to contact us if you are an individual with a disability and require accommodation in the application process.