BerganKDV, LTD
Financial Analyst (Finance)
Growth Potential
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
Entrepreneurial Operating System
BerganKDV has an opening for a full-time Financial Analyst.
Job Summary:
The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.
Duties/Responsibilities:
· Analyses business and financial data.
· Creates financial models bases on analyses to support organizational decision making.
· Develops annual financial budget, quarterly forecasts and related reports for organizational leaders.
· Analyzes industry trends and makes recommendations based on those trends.
· Understands price volume mix analysis (PVM), standard cost, and monitoring variances in operations utilization, realization, and work in process (WIP) + accounts receivable trends.
· Evaluates capital expenditures and depreciation for new facility buildouts or development investments.
· Develops monthly cashflow analysis for an 18-month rolling period.
· Develops automated reporting and forecasting tools for more efficient use of data.
· Develops monthly board reporting and leadership metric reporting.
· Completes month-end assigned duties for the Wealth Management and Alliance Division covering:
o Profit and Loss Statement Review (PNL)
o Balance Sheet Reconciliation
o Commentary Review
· Support the Sales Tax management process and reporting.
· Performs other related duties as assigned.