Intermediate Financial Analyst

Conducts highly complex analysis on industry key performance indicators (KPIs) which supports recommendations to management on the development of internal KPIs. Analyzes internal and external industry KPIs to identify past and current trends and creates trends and variance reports for management. Develop financial models, profitability scenarios and analyses to support strategic initiatives and process improvement.

Duties and Responsibilities :

• Designing, building, and maintaining interactive dashboards and reports in Power BI.
• Analyzes highly complex financial and operational information and reports through Power BI Dashboard to provide accurate, timely, and actionable financial and / or performance improvement recommendations in support of management decision making.
• Develops highly complex planning and modeling tools for return on investment analysis, strategic planning, etc.
• Develops in-depth financial models, profitability scenarios and analyses to drive strategic objectives and provide insightful recommendations to senior leadership.
• Supports management with ongoing assessment and improvement of enterprise processes.
• Manages the key metrics and monthly reporting for the enterprise incentive program.
• Acts as a key partner to the business units and Corporate groups to provide operational and analytical support.
• Performs ad-hoc reporting and analysis.
• Mentors more junior financial analysts on industry best practices in analysis and reporting.
• Performs other duties as required.

Skills and Abilities

To support CDM Smith’s commitment to delivering exceptional client service and enduring value, the ideal candidate should also demonstrate :

o Microsoft Copilot for Excel and Power BI

o Other AI tools for financial modeling support