Financial Analyst

Job Description

About the Role

Summit Financial Group is seeking a Financial Analyst to provide data-driven insights and support strategic decision-making. You will analyze financial data, prepare reports, and assist with budgeting and forecasting. This role is ideal for detail-oriented professionals with a passion for finance and analytics.

Responsibilities

• Analyze financial data and trends to support business decisions.
• Prepare monthly, quarterly, and annual financial reports.
• Assist with budgeting, forecasting, and financial modeling.
• Monitor and evaluate financial performance metrics.
• Collaborate with departments to gather and interpret data.
• Identify opportunities for cost reduction and revenue growth.
• Present findings and recommendations to senior management.
• Ensure compliance with financial regulations and policies.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• 2+ years of experience in financial analysis or related role.
• Proficiency in Excel and financial software (e.g., QuickBooks, SAP).
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy in financial reporting.
• Excellent communication and presentation skills.
• Ability to work under tight deadlines.
• Knowledge of GAAP and financial regulations.

Benefits

• Competitive salary with performance bonuses.
• Comprehensive health and retirement benefits.
• Paid time off and holidays.
• Professional development and certification support.
• Collaborative and inclusive work environment.
• Opportunities for career advancement.
• Flexible work arrangements.
• Employee wellness programs.

About the Company

Summit Financial Group is a trusted advisory firm providing financial solutions to businesses and individuals. We combine expertise with personalized service to help clients achieve their financial goals. Our team is passionate about integrity, innovation, and excellence in all that we do.

Job ID: financial-analyst-UtXE9

Tagged as: Analyst, Regulatory