At Sophic, the most important part of what we do is fulfilling the needs of people.  This includes our employees, partners, clients, and client’s client.  We take great pride in delivering an exceptional client experience and creating an environment where everyone feels that they are valued members of Sophic, no matter their role.

As the Financial Analyst, you are responsible for working with the executive leadership team to create and communicate our financial forecast and results and provide financial leadership to the business to help drive profitable growth aligned with our Vision and Mission.

Primary responsibilities of this role include:

• Develop and maintain detailed budgets and forecasts in support of quarterly and annual planning
• Develop financial projections and build financial models
• Prepare monthly forecasts, risk assessments, and variance analyses for senior leadership/management stakeholders
• Track financial performance to highlight deviation from budgets and estimated profits
• Recommend and implement ideas and innovations to improve work practices and procedures impacting revenue, accounting processes, and financial reporting
• Research and make recommendations on software and systems for company improvements
• Review expenditures to ensure conformance to budgetary guidelines, limitations and strategic goals of the organization
• Support revenue and margin analysis for new and existing contracts
• Support invoicing for existing projects
• Maintains records of expenses, inventories, actual operating figures, and budget balances
• Prepare financial statements
• Understand key business drivers
• Assist project teams with financial guidance
• Connect and articulate product and service offerings and effectively communicate with management and clients
• Contribute significantly toward the creation of monthly financial reporting for client contracts to provide insight into overall business operations status
• Effectively communicate with Sophic management and staff
• Assist with scheduling and coordinating meetings with leadership
• Support senior staff meetings
• Ensure all records are kept up-to-date and are accurate
• Maintain consistent communication regarding weekly plan/weekly status
• Complete assigned training within the required timeframe

Take ownership of your role and function; if you have new ideas and suggestions, we expect to hear them!

Job Qualifications

• Bachelor’s degree in finance, economics, or accounting
• MBA preferred
• Senior-level experience with at least 15 years of experience working as a financial analyst
• Maintains current knowledge of relevant laws, regulations, policies, and procedures related to generally accepted accounting principles (GAAP)
• Ability to present financial information to a non-financial audience
• Working knowledge of financial strategies

Skills

• Excellent written and oral communication skills
• Microsoft Office Suite with advanced Excel skills
• Experience with using financial systems (e.g., SAP, NetSuite, etc)
• Experience with analytical tools
• Ability to build and maintain relationships with management, team members, and clients
• Leadership skills
• Ability to collaborate and work cohesively within a team
• Time management
• Detail-oriented
• Strategic thinking
• Self-motivation