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Accounting/Finance - Financial Analyst I

Company: Intelliswift Software Inc
Location: Madison
Posted on: January 25, 2023

Job Description:

Job Summary:
Performs routine financial and economic analysis and modeling. - Develops and prepares financial plans, budgets, rate review filing documents and business planning and support analyses. - Works with customers to achieve business goals and address opportunities and challenges .
These accountabilities are not intended as a complete list of specific duties and responsibilities and does not limit or modify the right of any supervisor to assign, direct, and control the work of employees assigned to this job.
Primary Accountabilities

  • Participates in maintaining, and modifying financial models to generate business unit level long-term forecasts or analysis with direction from a senior/lead
  • Participates in analysis of basic financial data/trends including comparing forecast to actual results
  • Effectively communicates (verbally and written) basic financial information to internal and external stakeholders in a concise and simplified manner. - Actively listens to other alternative ideas and views.
  • Participates in business planning and support analysis including economic scenario analysis, performance benchmarking, opportunity and risk assessment and research projects with direction from a senior/lead
  • Proactively works with customers to provide basic financial consulting to help achieve business goals
  • Seeks opportunities for different and innovative approaches to address issues or problems. - Effectively supports and adapts to change in the workplace Additional Accountabilities
  • May be involved in/responsible for assisting in developing rate review filing documents Supervision
  • Performs work under the direct supervision of a Team Lead or Manager.

    Qualifications: The requirements listed below are representative of the experience, knowledge, skills and/or abilities required to perform this job.
    Educational Requirements: Education Level Field of Study Required/Preferred Bachelor's Degree Emphasis in accounting, economics, finance, or related area
    Preferred Knowledge, Skills, and Abilities

    • Demonstrated general knowledge of financial modeling and financial planning. Knowledge, Skills, and Abilities
    • Demonstrated effective interpersonal, verbal, and written communication skills.
    • Demonstrated ability to use computer software programs (e.g., e-mail, word processing, spreadsheet, and project management). Knowledge of common financial software applications preferred.
    • Ability to work in a diverse work environment.


Keywords: Intelliswift Software Inc, Madison , Accounting/Finance - Financial Analyst I, Professions , Madison, Wisconsin

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