Financial Analyst

About the role

If you desire a hands-on opportunity to apply your exceptional analytical and communication skills in a performance-based, data-driven firm and build a path of recognition and growth to future firm leadership opportunities, this is for you! This is not a remote position.

Responsibilities

• Support the annual business planning/budgeting processes through preparation of data and analyses
• Partner with internal functions to analyze current month activity against approved budgets, assessing impact on projected annual profitability
• Assist in monthly forecasting of operating expenses
• Preparation of interim and monthly financial reports and responding to related inquiries
• Performance of data requests, financial analyses, and other financial modeling, as requested by those throughout the firm, including senior executives
• Respond to financial surveys throughout the year
• Assist with special projects among various teams nationwide

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 2 or more years of relevant experience
• Advanced Microsoft Excel skills
• Alteryx, VBA, Power Query, and SQL skills preferred
• Excellent quantitative skills combined with an ability to interpret data, draw conclusions, and make recommendations
• High degree of professionalism and the ability to work with employees at all levels of the organization from new hires to senior executives
• Exceptional client service mentality and strong work ethic
• Outstanding oral, written and interpersonal skills
• Ability to learn quickly and adapt to changing requirements
• Must be an excellent team player as well as work independently

Pay

Salary Range $75,000 - $85,000

Eligible for performance-based bonuses

Benefits

• Exceptional Retirement Plan: 2-to-1 company match on up to 4% of eligible compensation (salary + bonus) and additional profit-sharing contribution
• Comprehensive Health Coverage: Low-cost medical, dental, and vision insurance options
• Time Off: Personal leave, flexible scheduling, floating holidays, and half-day Fridays
• Financial Wellness: Student loan matching in our 401(k), and performance-based bonuses
• Professional Development: Tuition reimbursement and extensive internal training programs
• Family-Friendly Benefits: New Parent Leave, family building benefits, and childcare resources