Junior Financial Analyst

Position Summary

The Junior Financial Analyst role, reporting to the Manager, FPA&R, is responsible for supporting a wide range of Financial Planning, Analysis, and Reporting activities at Protos, including financial performance analysis, forecasting, budgeting, development and maintenance of financial metrics and dashboards, and ensuring internal reporting is accurate and complete. The Junior Financial Analyst will partner with members of Finance, Accounting, Operations, Sales, Human Resources, and other functional teams to analyze financial performance, identify key business drivers, and support accurate and timely management reporting. This role is designed for an early-career finance professional with 0-4 years of relevant experience who is looking to build a strong foundation in FP&A, financial reporting, and business analytics.

Essential Duties & Responsibilities

• Perform monthly financial analysis, including Actual vs. Budget, Actual vs. Forecast, and year-over-year variance analysis, to identify key drivers of financial performance.
• Assist with the preparation of monthly financial reporting packages, management reporting, dashboards, and supporting analysis for Executive and Senior Management.
• Support the annual budgeting and periodic forecasting processes, including data collection, financial analysis, model updates, and consolidation of business assumptions.
• Work closely with Accounting to review monthly financial results, investigate material variances, and ensure appropriate understanding of financial activity.
• Support the Manager, FPA&R and broader Finance team in reviewing financial performance across functional units, and service lines.
• Aid in the development, maintenance and reporting of key performance indicators (KPIs) used to measure business and financial performance.
• Partner with cross-functional teams, including Accounting, Sales, Operations, Human Resources, among others, to collect, validate, and analyze financial and operational data.
• Aid in the Headcount and SG&A expense analysis, including tracking actual and budgeted/forecasted headcount, travel, marketing, and other SG&A related costs.
• Perform ad hoc financial analysis and develop presentations and reporting to support management decision making.
• Aid in maintaining the accuracy and integrity of financial data across planning, reporting, and ERP systems.
• Identify opportunities to streamline, automate, and improve financial reporting and analytics processes.
• Develop an understanding of Protos’ business model, operations, financial drivers, and reporting structure to provide increasingly meaningful financial insights.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required.
• 0-4 years of relevant experience in Financial Planning & Analysis (FP&A), Corporate Finance, Accounting, Financial Reporting, or related discipline.
• Entry-level candidates with relevant internship, co-op, or academic, or project experience in Finance or Accounting will be considered.
• Strong analytical and problem-solving skills with the ability to interpret financial data and identify key trends and variances.
• Working knowledge of fundamental financial concepts, including the Income Statement, Balance Sheet, Cash Flow Statement, budgeting, forecasting, and variance analysis.
• Strong proficiency in Microsoft Excel, including formulas, PivotTables, lookups, and financial data analysis.
• Experience with financial planning, ERP systems is preferred but not required.
• Strong written and verbal communications skills with the ability to clearly summarize financial findings.
• High level attention to details, organization, and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Demonstrated initiative and willingness to learn and develop within a growing Finance organization.