Overview
This role supports recurring financial reporting and helps answer questions about revenue, expenses, budgets, forecasts, and operating performance. It is an entry-level position with meaningful analytical responsibility.
Responsibilities
- Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
- Build and maintain spreadsheet-based financial models for planning, comparison, and scenario analysis.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
- Conduct variance analysis that goes beyond identifying whether results are higher or lower by:
- identifying operational or financial drivers behind movement (when information allows), and
- explaining whether differences appear temporary, recurring, assumption-driven, or in need of further review.
- Organize inputs, check calculations, and summarize the most meaningful drivers.
Requirements
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Ability to compare results, identify material variances, and explain the drivers behind financial changes.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Organized documentation habits and appreciation for traceable financial analysis.
- Ability to investigate the source of incomplete or inconsistent financial information, document limitations, and avoid presenting uncertain results as more precise than they are.
- Demonstrated ability to work independently in a remote, full-time role while maintaining steady follow-through and organized communication.
Preferred Qualifications
Desired skills and experience include:
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $71,000–$79,000 per year
Location
Employment Type