Financial Analyst

Overview

This role involves gathering, analyzing, and communicating complex financial information to support investment decisions and business performance management on a global scale. Responsibilities include conducting quantitative financial analyses, building and maintaining financial models, and providing reporting and forecasting to inform key decisions. The position offers the opportunity to manage a full profit and loss statement (P&L), including cost of goods sold (COGS), and to collaborate closely with leadership on strategic financial planning.

Responsibilities

• Gather, analyze, and interpret financial information to support investment decisions and business planning.
• Conduct quantitative analyses of financial data affecting investment programs.
• Produce forecasts of business, industry, and economic conditions based on financial information.
• Interpret data related to price, yield, stability, and future trends in investment risk.
• Create spreadsheets, charts, and graphs to clearly illustrate technical financial reports.
• Support monthly reporting and forecasting activities, including preparation of financial packages and summaries.
• Handle multiple ad hoc reporting requests, providing timely and accurate analysis.
• Update COGS and revenue reports at month end to reflect current performance and trends.
• Maintain business snapshots and outlooks highlighting key cost drivers and forecasted results.
• Update resource models to reflect resource mix, business trends, and financial impacts.
• Prepare, update, and distribute end-of-month reporting templates and related documentation.
• Collaborate with internal stakeholders to understand reporting needs and provide actionable financial insights.
• Ensure accuracy, consistency, and integrity of financial data across reports, models, and forecasts.
• Apply accounting principles, financial market knowledge, and relevant policies in daily work.
• Manage time and priorities effectively to meet deadlines and deliver high-quality work.

Requirements

• 5–6 years of experience with financial modeling.
• 5–6 years of experience with Excel-based financial analysis and reporting.
• 5–6 years of experience with financial forecasting.
• 5–7 years of overall financial and/or accounting experience.
• Strong financial analysis skills with the ability to interpret complex data.
• Proficiency in budgeting and budget forecasting processes.
• Advanced Microsoft Excel skills, including complex spreadsheets, charts, and graphs.
• Experience with financial reporting and preparation of technical financial presentations.
• Strong verbal and written communication skills.
• High attention to detail and critical thinking abilities.
• Ability to work independently and manage time effectively in a fast-paced environment.
• Ability to analyze business trends and project future revenues and expenses.
• Knowledge of economic and accounting principles and financial data reporting.
• Familiarity with federal, state, and company policies related to accounting and finance.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Bachelor’s degree in accounting, finance, or a related financial discipline.

Preferred Qualifications

• Experience managing or supporting a full P&L, including COGS.
• Previous roles such as Finance Manager or Reporting Manager.
• Experience loading budgets in BPC.
• Familiarity with systems such as Mercury, One Services, and SAP.
• Advanced degree in a financial discipline.
• Experience with budget forecasting loading in enterprise systems.
• Experience working with global or worldwide finance teams.
• Proven ability to meet deadlines while maintaining high-quality deliverables.
• Comfortable handling multiple ad hoc reporting and analysis requests.

Compensation & Benefits

• Pay range: $60.00 - $65.00 per hour.
• Eligibility for benefits may depend on job classification and length of employment.
• Potential benefits include medical, dental, and vision coverage; critical illness, accident, and hospital insurance; 401(k) retirement plan with pre-tax and Roth post-tax contributions; voluntary life and AD&D insurance for employees and dependents; short and long-term disability; health spending account (HSA); transportation benefits; employee assistance program; and paid time off including vacation and sick leave.

Location

This is a fully remote contract position with a preference for candidates located in or near Redmond, WA, to allow for occasional in-person team meetings. The standard work schedule is Monday through Friday, 40 hours per week, with no expected overtime.