Financial Analyst I

About the role

The ideal candidate will be based in Akron, OH. This is a full-time, in-office position, and candidates are expected to work onsite at our Akron office.

Responsibilities

• Lead the preparation, analysis, and maintenance of financial planning materials, including forecasts, accruals, and budget tracking, with minimal oversight.
• Identify and support the implementation of process improvements and efficiencies within the financial management framework.
• Independently coordinate with internal and external stakeholders to ensure accuracy, transparency, and consistency of financial data across project lifecycles.
• Provide mentorship, support, and contribute to onboarding new staff, as needed.
• Deliver thoughtful alternatives and financial solutions when reviewing budget changes or resource allocation scenarios.
• Conduct QA/QC on financial deliverables, ensuring client systems are updated, and pay strong attention to detail in all deliverables.
• Serve as a reliable contributor to board and committee meetings, assisting in the preparation of materials and attending when required.
• Take the initiative in developing subject matter expertise in client-specific software and tools and demonstrate ongoing self-directed learning.
• Support Continuous improvement by proposing enhancements to financial systems, reporting, and workflows.
• Collaborate cross-functionally to meet financial deadlines, stakeholder expectations, and evolving project needs.
• Demonstrate proficiency in core interpersonal and technical skills, including communication, ethical judgment, organization, teamwork, and Excel.
• Apply advanced attention to detail and time management to ensure all tasks meet the required standards and deadlines.
• Support data integrity by maintaining consistent and accurate financial information across platforms and databases.
• Prioritize tasks strategically and align deliverables with business and client objectives.
• Create and interpret reports with a strong understanding of data analysis, financial reporting, and key performance indicators (KPIs).
• Support financial modeling tasks and apply insights into projects and client-specific challenges.
• Deliver excellent customer satisfaction by consistently responding to client needs and maintaining productive relationships.
• Pursue opportunities to support organizational improvement.
• Participate in feedback loops and contribute to lessons learned for continuous growth and process evolutions.
• Function independently and competently in all beginner-level skills; begin to demonstrate confident use of proficient-level skills.
• Share knowledge and provide peer-to-peer mentorship while also receiving coaching from senior team members.
• Engage actively in the development of internal processes and best practices.
• Maintain high-quality deliverables with consistency and ownership.
• Collaborate openly with teammates and leadership to foster a productive, inclusive, and goal-oriented work environment.

Requirements

• Bachelor’s Degree in: accounting, finance, business, mathematics or related field.
• 2-4+ years of relevant financial analysis experience.
• Familiarity with Client-specific financial systems and databases, or ability to learn them quickly.
• Demonstrated proficiency in financial planning, reporting, and analysis.
• Strong communication and interpersonal skills.
• A proactive, detail-oriented, and organized work style.
• Intermediate proficiency with Excel, including formulas, lookups, and pivot tables.

Qualifications

• Ability to work independently and collaboratively.
• Strong analytical and problem-solving skills.
• Excellent organizational and time management skills.
• Ability to manage multiple projects simultaneously.
• Experience with financial modeling and analysis.

Skills

• Financial planning and analysis.
• Excel proficiency, including advanced functions and pivot tables.
• Process improvement and efficiency.
• Communication and interpersonal skills.
• Attention to detail and time management.

Benefits

We offer a comprehensive benefits package, including health, dental, and vision insurance, paid time off, and 401(k) contributions.