Financial Analyst

Overview

This role involves reporting to the CFO and performing a wide range of duties related to the collection, review, and analysis of historical and current financial data. The Financial Analyst will provide meaningful insights to management, requiring strong analytical skills, intellectual curiosity, and the ability to operate effectively in a dynamic, fast-paced environment.

Responsibilities

• Analyze financial results, including trends, performance metrics, and key business drivers, delivering clear and actionable insights to leadership
• Prepare and review monthly financial statements and conduct detailed variance analysis (actual vs. budget vs. forecast) with a strong understanding of underlying drivers
• Develop, maintain, and enhance financial models to support forecasting, scenario analysis, and strategic decision-making
• Participate in and support budgeting and forecasting processes, refining assumptions and improving forecast accuracy over time
• Extract, organize, and analyze data from multiple systems to produce accurate, timely, and decision-useful reporting
• Create and maintain KPI dashboards and performance reporting tools to improve visibility into business performance
• Generate ad hoc analyses and reports in response to evolving business needs, often under tight timelines and with incomplete data
• Support the month-end close process, including preparation of moderately complex journal entries and coordination with accounting
• Respond to and provide support for external audit requests in a timely and organized manner
• Identify and implement opportunities to improve internal processes, reporting accuracy, and operational efficiency

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 3 to 5+ years of relevant experience in finance, accounting, or FP&A
• Advanced proficiency in Excel, including financial modeling, data manipulation, and analysis
• Experience building financial models and supporting forecasting, budgeting, and variance analysis
• Experience working with ERP systems or participating in system implementations is strongly preferred (experience with Sage 300 is a plus)
• Strong understanding of Generally Accepted Accounting Principles (GAAP)
• Strong analytical and problem-solving skills with the ability to independently work through complex or ambiguous data sets
• High level of accuracy and attention to detail; consistently produces reliable, high-quality work
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Self-motivated with a strong sense of ownership and accountability for outcomes
• Ability to work independently while collaborating effectively across functions
• Proactive approach to identifying issues, asking questions, and driving solutions
• Strong communication skills with the ability to clearly present financial information and insights to management
• Demonstrated ability to build models and analyses from the ground up, not solely maintain existing templates
• Track record of improving processes, reporting quality, or forecast accuracy
• Comfort working with large, imperfect, or unstructured data sets to arrive at clear conclusions
• Consistent delivery of high-quality work under tight timelines