Financial Analyst

About the role

The Financial Analyst supports the organization's finance and accounting functions through financial reporting, budgeting, forecasting, analysis, and financial systems administration. This role blends traditional accounting with financial planning & analysis responsibilities, including month-end reporting, account analysis, budget development, forecasting, and business decision support. Ideal for a candidate with a strong accounting foundation who enjoys problem-solving, working with data, and learning new systems. The role offers opportunities to expand expertise in financial planning and analysis, financial modeling, budgeting, forecasting, and enterprise financial systems, including NetSuite ERP and NetSuite Planning & Budgeting (NSPB).

Working closely with Finance leadership and business partners across the organization, this role provides significant opportunities for learning, growth, and professional development.

Responsibilities

• Financial Analysis & Reporting
  • Prepare monthly financial reports, management summaries, and variance analyses for assigned departments.
  • Analyze operating results and identify key drivers, trends, risks, and opportunities.
  • Develop financial models and perform ad hoc analyses to support business decision-making.
  • Partner with department leaders to provide financial guidance and support operational initiatives.
  • Assist with month-end close activities, account analysis, reconciliations, and year-end audit support.
• Systems & Process Improvement
  • Develop expertise in NetSuite ERP and NetSuite Planning & Budgeting (NSPB).
  • Support the administration, maintenance, and enhancement of NSPB reporting and planning processes.
  • Assist with system testing, data validation, data uploads, and user support activities.
  • Develop and enhance financial reports and analytical tools within Excel, NetSuite ERP, and NSPB that support departmental and management decision making.
  • Explore and leverage emerging technologies, including AI-powered tools, to improve reporting, analysis, and team efficiency.
• Budgets and Forecasts
  • Support the development and coordination of the semi-annual forecast process.
  • Partner with department leaders to prepare periodic forecasts and financial projections.
  • Enter, validate, and maintain budget and forecast data within NSPB.
  • Prepare and maintain budget and forecast reports for management and departmental stakeholders.
  • Analyze changes between forecast cycles and communicate key drivers, risks, and opportunities to management.
• Business Partnership/Special Projects
  • Prepare analyses, presentations, and decision-support materials for management and senior leadership.
  • Assist with financial evaluations of new initiatives, programs, and business opportunities.
  • Participate in cross-functional projects that improve financial reporting, planning, and business processes.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1-3+ years of experience in accounting, public accounting, financial planning & analysis, finance, or a related analytical role.
• Strong analytical, problem-solving, and quantitative skills.
• Advanced proficiency in Microsoft Excel.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities.
• Ability to work independently and collaboratively in a team environment.

Preferred Qualifications

• Experience with budgeting, forecasting, or financial modeling.
• Experience with NetSuite ERP and/or NetSuite Planning & Budgeting (NSPB).
• CPA license or progress toward CPA licensure.
• Public accounting experience.
• Experience supporting business leaders through financial analysis and planning.

Schedule

This role is based at the Liberty Corner, NJ campus on a hybrid schedule. Employees are required to spend 3 days per week working in the office, between Monday - Thursday. Tuesdays and Wednesdays are mandatory in-office community days. Employees can choose between Monday or Thursday as their third in-office day.

Pay

The annual base salary range for this position is $75,000 - $85,000. Compensation is based on several factors unique to each candidate, including skill set, depth of experience, and relevant certifications.

Benefits

• Comprehensive medical, dental, and vision benefits, including a zero-contribution medical plan for all full-time employees.
• Retirement plans, with a generous annual contribution from the USGA.
• Suite of programs to promote physical, emotional, and financial well-being.
• Generous bank of paid time off, plus the week between Christmas and New Years Day off.
• Off-site team building events.
• On-site gym and golf simulator.
• Professional development opportunities.