Overview
This role involves supporting financial planning, analysis, and forecasting to enable disciplined, informed decision-making. The Business Analyst partners with Finance leadership and client leaders to translate operational activity into accurate budgets, forecasts, and performance insights. Responsibilities include variance analysis, identifying risks and opportunities, and ensuring financial plans stay aligned to execution through consistent validation, documentation, and reporting.
Responsibilities
- Consolidate and analyze financial data, including budgets, forecasts, and income statements
- Partner with account teams to develop client budgets and monthly forecasts
- Track financial performance by comparing actual results against plans and forecasts
- Identify trends, variances, and risks; provide clear explanations and recommendations
- Assemble and present financial insights through reports and dashboards
- Support financial modeling, benchmarking, and scenario analysis
- Support month-end close functions, including revenue recognition, journal entries, and client invoicing
- Reconcile transactions and resolve data discrepancies with appropriate documentation
- Ensure financial data integrity through validation, review, and controls
- Maintain and expand knowledge of accounting standards, systems, and internal processes
Requirements
- 2–5+ years of experience in financial analysis, FP&A, accounting, or related roles
- Strong accounting and analytical foundation; experience working with GL data
- Experience supporting budgets, forecasts, and variance analysis
- Proficiency with financial systems and reporting tools (NetSuite strongly preferred)
- Advanced Excel or spreadsheet modeling skills
- Ability to synthesize multiple data sources into clear insights
- Strong organization, communication, and stakeholder partnership skills
- Experience in fast-paced, multi-account, or agency environments preferred
Preferred Qualifications
- Experience in fast-paced, multi-account, or agency environments
Compensation & Benefits
- $80,000 - $90,000 DOE
- Comprehensive benefits package, including medical, dental, vision
- 401k matching contribution
- Generous paid time off compensation
- Flexible work schedule
- Paid volunteer opportunities and company supported charitable events
- Collaborative, creative and fun team environment with professional growth opportunities
Location & Travel
- Primarily remote position for U.S.-based candidates
- Optional hybrid or in-office opportunities in Lakewood, Colorado, and Sarasota, Florida
- Expected travel: Up to 10% including client meetings, conferences, team gatherings, and/or industry events