Financial Analyst III

Location: Washington, DC


The client is seeking a Financial Analyst III to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical Financial Analyst III is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:

Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization’s financial position.


Prepare special reports required by regulatory authorities.

Direct the organization’s budgets to meet its financial goals.

Oversee the investment of funds, manage associated risks, supervise cash management activities.

Execute capital-raising strategies to support a firm’s expansion.

Oversee the firm’s issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts.


Verbal and written communication skills, attention to detail, and critical thinking.

Expert ability to work independently and manage one’s time.

Expert ability to analyze business trends and project future revenues and expenses.

Expert knowledge of economic and accounting principles, the financial markets, and reporting of financial data.

Expert knowledge of federal, state, and company policies, procedures and regulations as related to accounting.

Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.



Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.

10+ years financial and/or accounting experience required.

Advanced Tableau and Excel skills required

Planview experience helpful but not required

Anaplan experience helpful, but not required

Must be comfortable speaking to all levels of the organization

Be a strategic resource to Business Partners

Work with customers to understand financials

Great communication skills are a must, and proven experience working with Sr. Leadership