Overview
This role is a Financial Analyst position supporting recurring financial reporting and forward-looking analysis. Responsibilities include answering questions about revenue, expenses, budgets, forecasts, and operating performance. This is an entry-level role with meaningful analytical responsibility.
Responsibilities
- Support KPI reporting by connecting financial measures with relevant operational context.
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Compare actual financial results with budgets, forecasts, and prior periods, explaining meaningful variances.
- Conduct variance analysis to identify operational or financial drivers behind movements when information allows, and determine whether differences appear temporary, recurring, assumption-driven, or in need of further review.
Requirements
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Strong numerical reasoning, attention to detail, and a disciplined approach to checking financial information.
- Clear written communication and ability to summarize financial information for non-specialist stakeholders.
- Organized documentation habits and an appreciation for traceable financial analysis.
- Ability to keep assumptions visible in forecasting (rather than hidden inside calculations) and present alternative scenarios when outcomes depend on variables that may change.
Preferred Qualifications
- Experience or demonstrated skills in financial analysis, financial modeling, budgeting, forecasting, variance analysis, financial reporting, and data analysis.
- Working knowledge of financial statement concepts and scenario analysis.
- Proficiency with Microsoft Excel.
Compensation & Benefits
- Salary: $72,000–$80,000 per year
Location
Job Type