Associate Financial Analyst

Overview

An organization is seeking an Associate Financial Analyst to join their Client Finance team. This entry-level role supports the accuracy, clarity, and consistency of financial reporting across multiple business units. The position offers an opportunity to build foundational skills in financial analysis, business partnership, and data integrity while gaining insight into agency economics.

This role supports 100% remote work.

Responsibilities

• Translate financial data into clear, concise summaries for internal stakeholders.
• Assist in explaining margin fluctuations and documenting drivers to enable efficient review and decision-making by Finance Managers and Portfolio CFOs.
• Learn and utilize internal BI tools, reporting dashboards, and tracking playbooks to standardize financial reporting.
• Extract, validate, and reconcile financial data from ERP and CRM systems to ensure accuracy.
• Maintain clean data inputs supporting weekly forecasting and margin reviews; flag and escalate discrepancies.
• Partner with Delivery leaders to ensure staffing models align with approved allocations and financial guidelines.
• Participate in recurring margin reviews to understand client economics and operational drivers.
• Take ownership of assigned reports and trackers, investigating inconsistencies and suggesting process improvements.
• Maintain organized client folders, staffing trackers, and reporting files to ensure data is current and audit-ready.
• Deliver recurring reports on time with high accuracy in a fast-paced environment.

Core Competencies

• Strong collaboration and communication skills to clearly convey financial information.
• Effective time management to anticipate data needs and meet deadlines.
• Initiative to learn systems and troubleshoot issues independently.
• Solid financial acumen including understanding of financial statements and accounting principles.
• Ability to build basic financial models analyzing impacts on gross margin.
• Data presentation skills to identify trends and produce actionable reports.

Qualifications

• 0–2 years of experience in finance, accounting, analytics, operations, or related data-intensive roles.
• Foundational understanding of P&L statements, gross margin, and basic accounting concepts or aptitude to learn quickly.
• Proficiency with Excel or Google Sheets, including pivot tables, lookups, and basic formulas.
• Strong attention to detail and comfort working with structured datasets.

Preferred Qualifications

• Experience cleaning and validating large datasets in a fast-paced environment.
• Familiarity with ERP systems (Sage Intacct preferred) or CRM platforms (Salesforce).
• Experience with BI tools such as Tableau, Looker, or Power BI.

Compensation & Benefits

• Annual base salary range: $51,000 - $61,000 plus a 5% performance bonus.
• Salary and grade level determined by education, experience, skills, and market alignment.
• Sales roles may be eligible for incentive pay up to or exceeding 100% of base salary.
• Benefits include unlimited paid time off, 20 paid holidays, medical, dental, vision, life and disability insurance, flexible spending accounts, and retirement plan with 100% match up to 4%.
• Additional perks include telemedicine and teletherapy services, equity opportunities, parental leave (16 weeks for birthing parents, 12 weeks for partners), and learning and development programs.

Location

• This position supports 100% remote work.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. Reasonable accommodations are provided for individuals with disabilities during the application and employment process.