Job Description
Are you a detail-oriented financial professional looking for an opportunity to make a tangible impact? Summit Financial Group is seeking a talented and strategic Financial Analyst to join our dynamic team in Fort Wayne, IN. We pride ourselves on innovation, integrity, and a supportive work environment, and we are looking for someone who shares our vision.
As a Financial Analyst, you will play a pivotal role in our strategic planning, budgeting, and forecasting processes. This role offers the flexibility of a remote-friendly environment, allowing you to balance your work-life needs while delivering high-value insights to our leadership team. If you are ready to advance your career in a fast-paced financial setting, we want to hear from you.
Responsibilities
- Conduct in-depth financial analysis to support strategic decision-making and drive revenue growth for the organization.
- Prepare monthly, quarterly, and annual financial reports, including variance analysis and budget vs. actuals.
- Develop complex financial models and forecasts to predict future trends and business performance.
- Collaborate with cross-functional teams to identify cost-saving opportunities and optimize resource allocation.
- Assist in the preparation of internal and external audit schedules and supporting documentation.
- Monitor market trends and competitor activities to provide actionable insights to senior management.
- Automate reporting processes using Excel, SQL, or business intelligence tools to increase efficiency.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- 3-5 years of experience in financial analysis, budgeting, forecasting, or a related role preferred.
- Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, Macros) and financial modeling.
- Strong understanding of GAAP principles and financial statement analysis.
- Excellent verbal and written communication skills with the ability to present complex data to non-financial stakeholders.
- Experience with ERP systems (e.g., SAP, Oracle) is a plus.
- Ability to work independently and collaboratively in a remote-friendly setting while meeting tight deadlines.