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000120 - Finance - Financial Analyst

Westlake, OH 44145, USA Req #341
Friday, January 17, 2020
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Financial Analyst is responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. Supports forecasting and strategic planning process, management reporting, and business unit financial analysis. Ensures accuracy and integrity of reported data.


•Develops accurate and credible financial plans that are actionable and support business strategy

•Proactively identifies and escalates risk/opportunities to plan; assists business unit managers in identifying tactics to close plan gaps or realize opportunities

•Interfaces with business executives to develop understanding of and offer solutions for critical business issues

•Develops and revises as needed revenue and profit based financial/economic models to drive effective short-term and long-term decisions

•Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.

•Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.

•Develops business cases for strategic investments and tracks performance versus value attainment targets

•Monitors financial status by tracking actual results against plans and forecasts; identifies trends

•Assembles and summarizes data, prepares reports, presents analysis and recommendations; ensures data accuracy and integrity

•Provides monthly/quarterly reporting analyzing financial results and performance to plan

•Clearly communicates conclusions, analytical findings, and value-added information to internal stakeholders

•Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts

•Identifies opportunities to improve internal team processes

•Other duties as assigned



Education and Experience:

•Bachelor’s degree from an accredited college or university in Finance, Accounting, or related field; MBA a plus

•5+ years analytical experience in a Finance or related business role; Financial Services industry a plus

•5+ years working with financial management and reporting technology

•2+ years of budget preparation and administration experience

Professional Certification(s):  

•CFA or CPA a plus

Technical Skills              

•Statistical analysis proficiency

•Knowledge of complex and diverse financial policies, practices, and procedures

•Knowledge of GAAP

•Proficient in Microsoft Excel, PowerPoint, Access (or similar database application)

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Salary
  • Westlake, OH 44145, USA