Overview
This role involves providing dependable financial analysis to support planning and informed decision-making. Responsibilities include maintaining reports, comparing actual results with expectations, and helping communicate important performance drivers.
You may be asked to:
- Update a forecast
- Review actual results against a budget
- Prepare management reports
- Test how changes in assumptions could affect expected outcomes
The position emphasizes making forecasting assumptions visible rather than hidden in calculations, and presenting alternative scenarios when a single estimate could create a false sense of precision.
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.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
Requirements
- Ability to compare results, identify material variances, and explain the drivers behind a financial change.
- Strong numerical reasoning, attention to detail, and a disciplined approach to checking financial information.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
Preferred Skills and Experience
- Financial analysis
- Financial modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance analysis
- Financial reporting
- Data analysis
- Financial statements
- Scenario analysis
Compensation & Benefits
Location & Work Type
- Remote – United States
- Full-time (entry-level remote position)
Candidates should be prepared to manage assigned priorities responsibly, communicate progress when appropriate, and collaborate through shared digital tools while maintaining professional standards for accuracy and documentation.