Senior Financial Analyst at Triad Financial Services Inc – Jacksonville, Florida

Position Overview 

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Senior Financial Analyst to join our growing team.

Essential Functions: 

• Develop and measure business KPIs.
• Prepare, review and analyze financial statements and reports.
• Develop financial projections and build financial models.
• Assist with budgeting and forecasting processes.
• Assist with monthly close processes.
• Assist project teams with financial guidance.
• Keep apprised of relevant metrics and drivers within the MH industry.
• Ensure compliance with financial guidelines, company policies, and relevant legal regulations.
• Identify and advise on operational efficiencies.
• Review accounting transactions for data accuracy.
• Perform research and analysis as required.

Education and/or Work Experience Requirements:

• Bachelor’s degree in finance or a related field.
• 3+ years of experience in financial planning, analysis, and modeling.
• Relevant certification (e.g. CFA/CPA) is a plus.

Knowledge, Skills, and Abilities: 

• Ability to present financial information to a non-financial audience.
• Excellent communication, interpersonal, and presentation skills.
• Strong organizational and multitasking skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Intermediate-to-advanced proficiency in SAP.