Financial Analyst

Financial Analyst

MarketSource, an Allegis Group company, delivers integrated sales solutions by hiring, training and managing industry-specific professionals that are empowered to create extraordinary customer experiences for many of the world’s most iconic brands. We design and execute sales and training solutions for small and large companies in the B2B and retail space. MarketSource is headquartered in Alpharetta, GA.

Job Summary

The Financial Analyst (FA) performs financial analysis, escalation of issues, and reporting functions for MarketSource’s Business Units. The FA collaborates with Client Services, Back Office Departments, and Accounting to ensure accurate data and fiscal management of assigned programs. The FA is proficient in the financial administration of programs which includes budgeting and forecasting, and ad hoc reporting. The FA role requires skill in Microsoft Office suite, building customer relationships, financial acumen, and the ability to work independently and function in a team environment. The ability to adapt to changes in the workplace and strong written and verbal communication skills are also key to success in this position.

Essential Functions

• Performs financial analysis for assigned programs with monthly reporting
• Preparation of budgets, rolling forecasts, financial reports, and variance explanations for respective programs
• Monitor program adherence to approved budgets and provide revenue & margin analysis
• Develop and present supporting explanations for month end results requiring variance analysis
• Implement monthly reporting and analysis of programs, including P&L review with program leadership
• Profitability analysis of ongoing programs
• Partner with Program Accountant for respective programs
• Understand Agreement amendments/modifications and incorporate changes for customer support, financial analysis
• Recommend actions to Program leadership through analyzing and interpreting data

Required Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office suite, particularly Excel and Oracle
• Must be able to build customer relationships, be detail oriented and can adapt quickly to changes in the workplace
• Requires financial acumen and problem-solving abilities
• Professionalism and strong verbal and written communications skills
• Must have ability to work independently and function in a team-oriented environment
• Proven ability to lead team projects both within Finance and cross functionally
• Strong work ethic and interpersonal skills with ability to work in a team environment in which open/honest communication is expected
• Strong analytical skills
• Strong problem solving and communication skills (verbal and written) with an emphasis on customer service
• Strong organizational, multi-tasking skills and the ability to follow through on tasks
• Working knowledge of Oracle and proficiency in Microsoft Office with emphasis in Excel and Word
• Ability to work independently and as a team player
• Ability to communicate to a diverse audience in non-financial terms
• Goal driven and strong work ethic
• Displays Company Core Values and Competencies

Job Requirements

• Bachelor's degree in business (Accounting or Finance preferred)
• One year of financial operations/analysis or accounting experience, preferred
• In office workdays required; there will be day(s) designated for working remotely based on schedule assigned

MarketSource is an Equal Opportunity Employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.  This role may be eligible for the following:

• Medical, dental & vision
• 401(k)/Roth
• Insurance (Basic/Supplemental Life & AD&D)
• Short and long-term disability
• Health & Dependent Care Spending Accounts (HSA & DCFSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

San Fran Candidates only: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Los Angeles Candidates only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 877-883-4575.