SHSMD Career Center

Financial Analyst - VHAN

JOB SUMMARY:
Develops, analyzes, and conducts financial analyses to assess the viability of financial plans and programs, under occasional guidance. Develops financial statements, compensation analyses, financial packages, and presentations for various projects.


KEY RESPONSIBILITIES:

• Develops projections to model the financial impact of programs and projects.
• Designs, develops, and modifies financial forecasting models and simulations for programs. Accumulates and analyzes data from existing or established databases.
• Analyzes, accumulates, and reviews data for financial reports. Conducts technical research and prepares synopses on relevant topics.
• Assembles data and compiles drafts, outlines and graphic materials for financial presentations. Coordinates efforts of work group.
• Analyzes the effects of proposed federal and state statutes and regulatory actions which may impact long range financial planning.
• Analyzes future trends and indicators in related areas of interest. Reviews data to analyze trends affecting budget needs.
• The responsibilities listed are a general overview of the position and additional duties may be assigned.

TECHNICAL CAPABILITIES:

FINANCIAL ANALYSIS (INTERMEDIATE): - The process of evaluating businesses, projects, budgets, etc. to determine their performance, stability and profitability.

COMMUNICATION OF RESULTS (INTERMEDIATE): - Communicates results and recommendations to customers in a concise and non-technical format. Clearly states implications and potential next steps. Presents analysis, ideas, and findings using the appropriate data visualization and presentation tools [such as Word, Excel, Tableau, and PowerPoint].

PROBLEM SOLVING (INTERMEDIATE): - Uses critical thinking and process improvement i.e. coaches and mentors development of problem statement, describes current state, identifies root causes, creates future state, coaches and mentors development of solutions and action plans with a sustainability plan. Applies appropriate tools to address issues.

PROJECT MANAGEMENT (INTERMEDIATE): - Planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives.

WRITTEN COMMUNICATION (INTERMEDIATE): - Demonstrates the ability to write clear, detailed, and comprehensive status reports, memos and documentation. Demonstrates an understanding of effective composition, such as having first line in a paragraph state the subject.

CORE ACCOUNTABILITIES:

• Organizational Impact: Executes job responsibilities with the understanding of how output would affect and impact other areas related to own job area/team with occasional guidance.
• Problem Solving/ Complexity of work: Analyzes moderately complex problems using technical experience and judgment.
• Breadth of Knowledge: Has expanded knowledge gained through experience within a professional area.
• Team Interaction: Provides informal guidance and support to team members.