Financial Analyst

Nationwide / Remote

Contract

Pay: Negotiable

Job Summary

We are currently seeking a Financial Analyst to join our consulting team to support across our customer base. This role will be working in conjunction with a team of experts to help support our customers. This is a contract based role that is primarily remote. A strong candidate will have Finance background and be extremely comfortable working as part of a remote team.

The duties of a full time analyst include, but are not limited to the following:

• 
  Ability to assist with 3 to 4 appraisals per month, in a supportive role, providing analysis within the BR Financial excel-based valuation model
• Typical data items provided by subject company that an analyst will manipulate, analyze and input into BR valuation model:
  • Perpetual inventory ledger/SKU file
  • Financial statements
  • Historical sales and profit reporting by SKU and category
  • Operating expense files
  • Borrowing base files
• Analyze company provided data to uncover emerging trends and verify accuracy
• Typical analysis conducted by an FA:
  • Excess inventory by SKU
  • Inventory turnover
  • Inventory aging
  • Inventory balance reconciliation between balance sheet, perpetual inventory and borrowing base reporting
  • Historical inventory trending
  • Sales and profit trending by product category
  • Reconciliation between income statement gross profit and detailed product revenue files
  • Review and identification of operating expenses necessary for appraisal model
• Effectively sets priorities and works in an organized manner while managing multiple moving deadlines
• Perform due diligence, monitoring and communicating open items with subject company to ensure compliance
• Maintain internal communication with deal team as well as external communication with client/company contact
• Perform industry research applicable to particular projects as well as maintain database of information related to specific industry
• Performs management interviews and site visits as needed;

Education, Experience, and Skills:

• 
  Bachelor’s Degree in Business, with a concentration in Finance or Economics preferred
• Experience in retail merchandise planning buying, wholesale, or manufacturing background is a plus and translates well to this position
• Advanced knowledge of financial statements and understanding of accounting terms and retail terminology
• Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills
• Excellent written and verbal communication skills
• Excellent knowledge of MS Excel operations

INDQSS