Overview
This role supports finance teammates with routine analysis and reconciliations, with an emphasis on financial reporting, budgeting support, and careful variance analysis. Success depends on sound judgment, clear communication, and dependable execution.
Responsibilities
- Review financial schedules for completeness and arithmetic accuracy.
- Present analysis findings in plain language to other team members.
- Compare actual results to budgets and prior-period figures.
- Support regular budgeting and forecast updates using supplied assumptions.
- Assist with preparing monthly reports with clearly labeled tables and charts.
- Maintain working files and document sources for calculations.
- Assist with preparation of forecast scenarios under team guidance.
Requirements
- Relevant finance, accounting, or business coursework is useful.
- Comfort using Excel formulas, charts, and basic spreadsheet analysis.
- Willingness to learn budgeting and reporting systems.
- Experience with reconciliations or financial reports is helpful.
- Ability to explain simple financial findings clearly.
Experience from related roles, internships, or individual projects can be useful preparation.
Preferred Skills and Experience
- Microsoft Excel
- Financial reporting
- Budgeting
- Variance analysis
- Forecasting
- Financial modeling
- Attention to detail
Location & Work Arrangement
- Remote within the United States
Employment Type & Level