Financial Analyst

Responsibilities

• Gather, organize, and analyze financial information to support investment and business decisions.
• Conduct quantitative analyses of financial data affecting investment programs for public or private institutions.
• Analyze financial information to produce forecasts of business, industry, and economic conditions.
• Interpret data related to investment programs, including price, yield, stability, and future trends in investment risk.
• Create spreadsheets to summarize financial data and support technical reports.
• Create charts and graphs to visually illustrate financial trends, forecasts, and analytical findings.
• Support financial reporting activities, including balance sheet reconciliations and revenue reconciliations.
• Aid in accounts payable and accounts receivable activities as part of overall financial analysis and reporting.
• Assist with establishing, documenting, and improving financial processes to support centralization and standardization goals.
• Communicate financial findings clearly and professionally to internal stakeholders and clients, both verbally and in writing.
• Manage assigned tasks and deadlines independently while maintaining high attention to detail.
• Analyse business trends and project future revenues and expenses based on financial data.

Requirements

• 0–2 years of financial and/or accounting experience, including exposure to financial analysis and reporting.
• Accounting experience with approximately 1–3 years of experience, ideally, particularly in core accounting principles and practices.
• Hands-on experience with balance sheet reconciliations and revenue reconciliations.
• Experience with accounts payable (AP) and accounts receivable (AR) processes.
• Strong verbal and written communication skills to present financial information clearly and accurately.
• High attention to detail and strong critical thinking skills when reviewing and interpreting financial data.
• Ability to work independently, manage one’s time effectively, and handle multiple tasks or deadlines.
• Ability to analyze business trends and project future revenues and expenses based on financial data.
• Basic knowledge of economic and accounting principles and the functioning of financial markets.
• Knowledge of financial data reporting practices and standards.
• Basic knowledge of federal, state, and company policies, procedures, and regulations related to accounting.
• Proficiency with Microsoft Excel, including building spreadsheets and using formulas for financial analysis.
• Experience using Microsoft Word and PowerPoint to prepare written reports and presentations.
• Familiarity with financial software or related financial systems used for reporting and analysis.

Qualifications

• Bachelor’s degree in accounting or a related financial discipline is required.
• An advanced degree in a financial discipline is preferred and considered an asset.
• Experience helping to establish, standardize, or improve financial processes.
• Demonstrated ability to create charts and graphs to visually represent financial data and trends.
• Comfort working in a hybrid environment that combines on-site and remote work.
• Interest in contributing to long-term process centralization and standardization initiatives.

Benefits

• Medical, dental & vision coverage.
• Critical Illness, Accident, and Hospital coverage.
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available.
• Life Insurance (Voluntary Life & AD&D for the employee and dependents).
• Short and long-term disability coverage.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Time Off/Leave (PTO, Vacation or Sick Leave).