Overview
This role supports budgeting and forecast updates using accurate figures. Responsibilities include financial reporting, budgeting support, and variance analysis, along with clear communication with colleagues.
Responsibilities
- Support regular budgeting and forecast updates using supplied assumptions.
- Help prepare monthly reports with clearly labeled tables and charts.
- Maintain working files and document sources for calculations.
- Assist with preparation of forecast scenarios under team guidance.
- Apply confidentiality practices to sensitive financial information.
- Update standardized templates while preserving audit trails.
- Maintain financial spreadsheets and ensure formulas reference current inputs.
Requirements
- Relevant finance, accounting, or business coursework is useful.
- Comfort using Excel formulas, charts, and basic spreadsheet analysis.
- Willingness to learn budgeting and reporting systems.
- Experience with reconciliations or financial reports is helpful.
- Ability to explain simple financial findings clearly.
Preferred Skills and Experience
- Microsoft Excel
- Financial reporting
- Budgeting
- Variance analysis
- Forecasting
- Financial modeling
- Attention to detail
Compensation & Benefits
Not specified.
Location
Remote within the United States.
Employment Type
Full-time.
Experience Level
Associate.