Financial Analyst

About the role

As part of the FP&A subfamily, the Financial Analyst reviews and analyzes past financial results, performs variance analysis, and updates trends and business forecasts to drive business decisions. The FP&A subfamily is responsible for creating financial forecasts, strategic forecasts, and short- and long-term budget planning for individual departments and MeridianLink as a whole.

Responsibilities

• Consolidate company-wide reporting for historical and projected financial statements, metrics, and KPIs
• Review and analyze reporting results
• Manage source data queries and recommend improvements in support of financial objectives
• Build models in Anaplan
• Build and manage financial models for ad hoc analyses
• Provide accurate and timely reports for performance monitoring
• Perform budget or cost analysis
• Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
• Participate in the budgeting and strategic planning process by contributing to financial models, analyzing financial trends, and establishing assumptions
• Run and enhance reporting systems to facilitate production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation

Requirements

• Bachelor’s degree
• 2–4 years of relevant experience
• Moderate skill set and proficiency in subject area
• Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment