Financial Analyst

Responsibilities

• Create regular financial summaries, dashboards, and decision-support reports for leadership teams.
• Contribute to the annual budget cycle, forecast updates, and ongoing comparisons between expected and actual performance.
• Examine operating results and financial patterns to highlight key trends, potential concerns, and areas of opportunity.
• Aid in month-end activities by preparing reporting materials and reviewing account-level financial data.
• Work with department managers to discuss budget performance, spending activity, and planning assumptions.
• Build and maintain financial models that support strategic planning and operational decision-making.
• Prepare reporting packages for executive, board, and departmental audiences with clear and relevant financial insights.
• Respond to audit-related requests and complete additional financial analysis projects as business needs arise.
• Recommend improvements that enhance reporting efficiency and help preserve accurate data across finance and accounting systems.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline is preferred.
• At least 3 years of experience in financial analysis, budgeting, forecasting, or a closely related area is preferred.
• Demonstrated ability to perform financial modeling, variance analysis, and ad hoc analysis with strong accuracy.
• Advanced Excel skills and solid proficiency with Microsoft Office applications are required.
• Experience working with accounting or financial reporting platforms such as Sage Intacct, QuickBooks, or Power BI is preferred.
• Strong analytical thinking with the ability to interpret large data sets and present meaningful conclusions.
• Effective written and verbal communication skills, with the ability to work independently and across functional teams.
• Proven discretion in handling sensitive financial information and managing deadlines in a detail-oriented environment.

Qualifications

• Legal authorization to work in the United States is required for all applicants.
• Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance.
• Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.

Skills

• Financial Analysis
• Budgeting
• Forecasting
• Variance Analysis
• Financial Modeling
• Excel
• Microsoft Office Applications
• Accounting Platforms
• Data Interpretation
• Communication Skills
• Discretion

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• Life Insurance
• Disability Insurance
• 401(k) Plan