Financial Analyst

Description

Financial Analyst

Assists in the analysis, investigation and research supporting the needs of the organization's financial planning and performance. Responsible for gathering and analyzing financial information on costs, prices, expenses, and revenues. Works to analyze key performance indicators and key performance metric information as well and tie these to financial performance. Provides accurate, concise and timely reporting to drive real time business decisions.

Daily Margin Tracker:

• Partner with Operations and Account Operations on completion of the Daily Margin Tracker.
• Provide support on data sources and discrepancies, insight into assumptions for cost estimations such as wage rates, taxes, benefits, PTO, other allocated expenses.
• Hold weekly review calls with Operations and Account Ops to discuss trends and performance to forecast, develop action plans on any areas of opportunity on a real time basis to optimize monthly performance.
• At month end, compare tracker vs actual results in detail and provides variance analysis with follow up on opportunities to improve tracker accuracy continuously.

Forecast:

• Partner with Operations and Account Operations on completion of the Monthly Forecast Process.
• Detailed understanding of all assumptions that go into building the financial forecast.
• Hold monthly review call with Operations and Account Ops to discuss forecast change vs. prior submission, vs. plan, and vs. trend.
• Provide bridges or variance commentary as required.
• At month end, compare forecast vs actual results in detail in order to improve forecast accuracy.

Optimization

• Complete optimization models for all accounts.
• Analyze gaps to optimal margin, drive bridge planning and action plans with Operations team.

Month End Closing

• Analyze client, site, geography and department P&Ls.
• Perform variance analysis as requested.
• Partner with other members of the Finance and Accounting team on closing activities.

We are looking for someone who has:

• Bachelor's Degree (BS) in Finance from a four (4) year college or university, or an equivalent combination of education and related experience
• Demonstrated analytical aptitude to identify opportunities for change, identify alternative best practice solutions and anticipate future problems and opportunities
• Ability to identify problems and problem resolution skills used to effectively determine and implement alternative solutions and bring issues to a positive resolution.
• Demonstrated ability to apply assessment measurement and evaluation techniques to ensure processes, systems and applications meet business needs.
• Demonstrated ability to solve complex of problem; gleans meaning from whatever date is available; is a quick study of the new and different; adds personal wisdom and experience to come to the best conclusion and solution, given the situation; used multiple problem-solving tools and techniques.

About ResultsCX:

ResultsCX is a premier customer experience partner to Fortune 100 and 500 companies. We design, build, and deliver digitally influenced customer journeys that achieve the satisfaction and loyalty brands need to thrive and grow, while improving efficiency and reducing costs. ResultsCX's 30+-year track record for reimagining the customer experience to meet consumers' evolving expectations has driven growth to more than 20 geographic hubs and approximately 20,000 colleagues worldwide. Our core expertise extends to actionable analytics, contact center as a service (CCaaS), and our own SupportPredict AI-powered digital experience platform. Our strength lies in exceptional individuals working together in a high-performing, fun culture to deliver next-generation customer experiences on behalf of our clients.

Results-CX is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other protected factors under federal, state, or local law.