Overview
This role involves supporting financial planning and analysis by turning financial information into clear views of actual performance, expected results, and the drivers behind differences between plans and outcomes. Accuracy and clear communication are essential.
Responsibilities
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Compare actual financial results with budgets, forecasts, and prior periods, and explain meaningful variances.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
- Document model logic, assumptions, and analytical methods so the work remains understandable and reusable.
- Ensure financial models and schedules remain understandable after the immediate task is complete by using clear labels, documented assumptions, reasonable checks, and organized formulas.
Requirements
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Ability to compare results, identify material variances, and explain the drivers behind a financial change.
- Organized documentation habits and an appreciation for traceable financial analysis.
- Ability to present assumptions clearly to avoid hidden uncertainty and to support alternative scenarios when outcomes depend on variables that may change.
- Good judgment when financial information is incomplete or inconsistent, including investigating the source, documenting limitations, and avoiding presenting uncertain results as more precise than they are.
- Communicate professionally and manage time responsibly while collaborating remotely using common digital workplace tools.
Preferred Skills and Experience
- Financial Analysis
- Financial Modeling
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $68,000-$76,000 per year
Location
Job Type