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Financial Analyst

CFS
Full-time
On-site
Wilmington, OH, USA

Job Summary

We are seeking a motivated and detail-oriented Financial Analyst to support core financial functions, including cash management reconciliation, treasury operations, internal audit support, and financial planning & analysis (FP&A). This role plays a key part in ensuring financial accuracy, strengthening internal controls, supporting liquidity management, and delivering actionable insights to leadership. The ideal candidate is analytical, systems-oriented, and thrives in a collaborative, fast-paced environment.

Key Responsibilities

Cash Management & Reconciliation

  • Perform daily cash transaction matching and reconciliation within the ERP system.
  • Investigate and resolve variances between bank records and system data.
  • Support automation and process improvements in cash reconciliation workflows.
  • Ensure compliance with accounting policies and data integrity standards.

Treasury Support

  • Assist with daily cash positioning, liquidity monitoring, and forecasting.
  • Analyze bank transactions and support cash flow projections.
  • Maintain banking documentation and support treasury-related activities, including investments and debt processes.
  • Identify short-term cash trends to support liquidity planning and risk management.

Internal Audit Support

  • Coordinate with external audit partners to support internal audit activities.
  • Prepare audit schedules, documentation, and working papers.
  • Identify opportunities for control enhancements and process improvements.
  • Track audit findings and remediation efforts across departments.

Financial Planning & Analysis (FP&A)

  • Perform financial and operational analysis to support business decisions.
  • Prepare monthly and quarterly reporting, KPIs, and variance analysis.
  • Support forecasting, budgeting, and long-range planning initiatives.
  • Partner with business leaders to evaluate performance and improvement opportunities.

Financial Systems & Reporting Enhancement

  • Collaborate with accounting and IT teams to optimize ERP and reporting tools.
  • Identify opportunities for automation and workflow improvements.
  • Support management dashboards and financial presentations.
  • Ensure accuracy and consistency of financial reporting data.

Qualifications

  • Education: Bachelor’s degree in Finance, Accounting, or related field.
  • Experience: 2+ years of experience in finance or accounting, ideally with exposure to treasury, audit, or FP&A.
  • Technical Skills: ERP system experience (e.g., SAP, Oracle, Dynamics) and advanced Excel proficiency.
  • Knowledge: Understanding of internal controls, financial analysis, and cash management principles.
  • Soft Skills: Strong analytical, organizational, and communication skills with a proactive mindset.