Overview
This role supports budgeting, forecasting, reporting, and analysis of business performance. Work involves handling financial information carefully and translating results into practical explanations for decision-makers.
Location & Employment Type
- Location: Remote - United States
- Job Type: Full Time
- Compensation: $70,000-$78,000 per year
Responsibilities
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
What You’ll Do
- Start analyses by comparing plan vs. actual performance.
- Identify accounts or operating factors that contributed to variances.
- Verify underlying information and communicate results with appropriate context.
- Present alternative scenarios when uncertainty requires it, making assumptions visible rather than hidden inside calculations.
Requirements
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Ability to manage assigned priorities independently while collaborating through digital tools in a remote environment.
- Ability to compare results, identify material variances, and explain drivers behind financial changes.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
Preferred Work Style
- Maintain financial models and schedules that remain understandable after the immediate task is complete (clear labels, documented assumptions, reasonable checks, and organized formulas).
- Use financial analysis to identify what changed, explain the assumptions behind results, and communicate implications without overstating what the information can prove.
- Demonstrate dependable communication and self-management in a remote setting, including organizing work and responding with timely updates.
Desired Skills & Experience
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis