Financial Analyst

Maxim is seeking a Financial Analyst in the Wilder, KY area to support financial planning, forecasting, and performance analysis across the organization.

The Financial Analyst will partner with Finance and operational leaders to analyze results, develop forecasts, and provide timely, actionable insights that improve business performance.

Duties and Responsibilities:

· Support the annual budgeting process from initial planning through management and Board approval.

· Build and maintain budget and forecast templates for business leaders.

· Prepares short-term forecasts using relevant industry, operations, and financial drivers.

· Perform monthly variance analysis of actual results vs. budget and forecast; communicate key drivers, risks, and recommended actions.

· Develop business cases and ad-hoc financial analysis to support operating and capital-investment decisions.

· Participates in long-range planning, including fleet plans and five-year financial projections.

· Assist in developing the monthly backlog reporting and related analysis.

· Create clear reports and dashboards to help managers evaluate performance, including relevant industry benchmarks.

· Analyze large data sets from sources such as the general ledger, CRM, and Excel to identify trends, variances, and opportunities.

· Collect, validate, and organize financial and operational data for use in financial models and analyses.

· Maintain organized workpapers and meet established reporting deadlines.

· Perform other duties and special projects as assigned.

Requirements:

The ideal candidate will have a Bachelor’s degree in accounting, finance or business management; strong project orientation, forecasting, budgeting and analytical skills; strong knowledge of Excel; excellent communication and organizational skills.

Maxim is an equal opportunity employer and does not discriminate against employees or applicants for employment on the basis of their race, color, religion, creed, sex, national origin or ancestry, age, sexual orientation, disability, genetic information or veteran status, as those terms are defined under applicable laws, or any other characteristic protected by law.

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting