Overview
This role supports stakeholders with spreadsheet-based financial analysis, including review of assumptions, variances, and financial trends. You’ll help explain what changed, why it changed, and how it may matter for decision-making.
Responsibilities
- Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
- 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.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
- Provide analysis that goes beyond stating variance amounts by identifying potential operational or financial drivers when the information allows, and explain whether differences appear temporary, recurring, assumption-driven, or in need of further review.
Requirements
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Strong numerical reasoning, attention to detail, and a disciplined approach to checking financial information.
- Organized documentation habits and an appreciation for traceable financial analysis.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Ability to make forecasting assumptions visible (not hidden inside calculations) and present alternative scenarios when appropriate.
- Because the position is remote, dependable communication and self-management are required, including organizing work, responding to reasonable update requests, and using shared digital tools to keep responsibilities visible and handoffs clear.
Desired Skills and Experience
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $70,000-$78,000 per year
Location
Job Type