Financial Analyst

Responsibilities

• Support the annual budgeting process, mid-year reforecasts, and rolling forecasts.
• Prepare monthly reporting packages, including budget-vs.-actual variance analysis with clear explanations of key drivers, risks, and trends.
• Build, maintain, and enhance a variety of financial models to support corporate planning, scenario analysis, and ad-hoc decision support.
• Partner with departments to develop, track, and analyze operating budgets and key performance indicators (KPIs).
• Develop and refine dashboards, reporting templates, and recurring processes to increase accuracy, timeliness, and efficiency.
• Support the preparation of materials and presentations for senior management and Board meetings.
• Partner with Accounting throughout the month-end close process, including reviewing actuals, supporting accruals, and performing variance analysis.
• Develop a working understanding of the company’s key business and financial drivers, and incorporate them into models, reporting, and analysis over time.
• Contribute to special projects, process-improvement initiatives, and ad-hoc financial analysis as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of FP&A, corporate finance, accounting, or related analytical experience; candidates with strong analytical fundamentals and a drive to grow are also encouraged to apply, even if they don’t meet the full experience range.
• Familiarity with core accounting and finance concepts, including the three financial statements and key metrics such as EBITDA.
• Advanced Microsoft Excel skills, including financial modeling; strong PowerPoint and presentation skills.
• Comfort learning and applying a range of analytical tools, such as AI tools, Python, SQL, ERP systems, and Power Query.
• Strong analytical and problem-solving skills with high attention to detail and accuracy.
• Excellent time management and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to present analysis clearly to different audiences.
• Able to work independently, proactively ask questions, and identify opportunities to streamline existing processes.

Qualities We Look For

• Builder’s mindset: Detail-oriented and takes the extra step to build and improve processes rather than simply inherit them.
• Intellectual curiosity: Driven to understand not just what the numbers say, but why they move.
• Self-starter: Proactive, comfortable navigating ambiguity, and always looking to expand your skillset.
• Team player: Approachable, collaborative, and dedicated to helping others succeed.