Financial Analyst

Overview

This role supports budgeting, forecasting, reporting, and analysis of business performance. You’ll work with financial statements, spreadsheet schedules, operating metrics, and forecast assumptions, ensuring calculations are checked, assumptions are clearly documented, and conclusions are communicated in practical terms.

Responsibilities

• Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
• Communicate financial findings in concise business language, including risks, limitations, and items requiring follow-up.
• Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
• Improve recurring financial reporting processes while maintaining appropriate review controls.
• Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
• Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.

Requirements

• Ability to manage assigned priorities independently while collaborating through digital tools in a remote environment.
• Clear written communication and ability to summarize financial information for non-specialist stakeholders.
• Strong numerical reasoning, attention to detail, and a disciplined approach to verifying financial information.
• Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
• Ability to compare results, identify material variances, and explain the drivers behind financial changes.
• Comfort presenting alternative scenarios when uncertainty exists and outcomes depend on variables that may change.
• Good judgment when financial information is incomplete or inconsistent—investigate the source, document limitations, and avoid presenting uncertain results as more precise than they are.

Preferred Qualifications

• Financial analysis
• Financial modeling
• Microsoft Excel
• Budgeting and forecasting
• Variance analysis
• Financial reporting
• Data analysis
• Financial statements
• Scenario analysis

Compensation & Benefits

• Salary: $72,000–$80,000 per year

Location

• Remote — United States

Employment Type

• Full Time