Analyst, Finance Rotation

About the Role

Entry-level analyst supporting multiple functions in the Finance area. The primary purpose is to support the group they are rotating through with typical analyst functions, including: reporting, model building, journal entries, or other related functions. The secondary purpose is to bring the skills learned in each rotational stop to other areas within Finance.

Key Responsibilities

• Financial Planning and Analysis:
• Assist in preparing financial models and forecasts.
• Analyze financial data to provide insights.
• Support budgeting processes.
• Accounting:
• Prepare journal entries and account reconciliations.
• Prepare accounting reports for management.
• Support internal controls documentation and compliance.
• Data Analytics:
• Collect, process, and clean data from different sources.
• Develop clear visualizations and reports.
• Analyze operational data to provide insights.
• Other duties as assigned.

Requirements & Tech Stack

• Excel Proficiency: Skilled in manipulating data, creating pivot tables, using formulas and functions, and building financial models.

Qualifications

• Analytical Skills: Ability to dissect financial data, identify trends, interpret complex information, and make informed decisions.
• Financial Reporting: Understand financial statements (balance sheets, income statements, cash flow statements) and comfortable with GAAP (Generally Accepted Accounting Principles).
• Attention to Detail: Focus on detail when analyzing data, preparing reports, or reconciling accounts.
• Communication Skills: Clearly write and verbally communicate to explain financial concepts, present findings, and collaborate with colleagues.
• Problem-Solving: Think critically and propose effective solutions when encountering complex challenges.
• Teamwork and Collaboration: Works well with others, contribute to team goals, and communicate effectively.
• Adaptability: Open to change and willing to learn new tools, software, and industry trends.
• Time Management: Ability to juggle multiple tasks, priorities, and deadlines.
• Ethical Judgment: Shows integrity and ethical judgment when handling sensitive information.
• Bachelor’s degree in finance, accounting, economics or related field required.
• Completion of internship with SEI is highly recommended.

Other

• Must be able to travel up to 10% of the time.
• Must be able to lift 25 lbs.
• Typical office setting.
• Mobility within the office including movement from floor to floor.
• Travel via plane, car, and metro may be required to perform this job.
• Must be able to work more than 40 hours per week when business needs warrant.
• Access information using a computer.
• Effectively communicate, both up and down the management chain.
• Effectively cope with stressful situations.
• Strong mental acuity.
• Regular, dependable attendance and punctuality are essential functions of this job.
• Other essential functions and marginal job functions are subject to modification.