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:

• Hands-on experience in designing, building, and maintaining interactive dashboards and reports in Power BI. Ability to migrate legacy reports (Excel, SQL-based, or other platforms) into Power BI for centralized, real-time analytics.
• Familiarity with modern AI tools used in financial forecasting, anomaly detection, and automation of repetitive reporting tasks. Experience with tools such as:

o Microsoft Copilot for Excel and Power BI

o Other AI tools for financial modeling support

• Experience integrating Power BI with data sources such as databases, Excel files, and cloud-based ERP systems. Ability to automate data refreshes and streamline reporting pipelines.
• Ability to lead the transition of existing reporting systems to Power BI, including stakeholder engagement, documentation, and training of team members.
• Advanced modeling skills in Microsoft Excel with knowledge of Visual Basic for Applications.
• Ability to understand and analyze financial statements (P&L).
• Highest standards of accuracy and precision are required.
• Must be highly organized with excellent verbal and written communication skills.
• Ability to think creatively, highly-driven and self-motivated.
• Ability to work in a team environment.
• Knowledge of international business operations.

Minimum Qualifications

Bachelor's Degree in Finance, Accounting, Business Analytics, or a related field (required)

Preferred: Master's Degree (MBA, MCom, or MS in Business Analytics) or relevant postgraduate certification

Experience Requirements: 3 to 6+ years of related experience

Amount of Travel Required

0%

Background Check and Drug Testing Information

CDM Smith Inc. and its divisions and subsidiaries (hereafter collectively referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated positions. Background checks are conducted after an offer of employment has been made in the United States. The timing of when background checks will be conducted on candidates for positions outside the United States will vary based on country statutory law but in no case, will the background check precede an interview. CDM Smith will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.

Agency Disclaimer

All vendors must have a signed CDM Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or written commitments from any other member of the CDM Smith staff will not be considered binding terms. All unsolicited resumes sent to CDM Smith and any resume submitted to any employee outside of CDM Smith Recruiting Center Team (RCT) will be considered property of CDM Smith. CDM Smith will not be held liable to pay a placement fee.

Business Unit

COR

Group

COR

Assignment Category

Fulltime-Regular

Employment Type

Regular