Overview
This role involves supporting budgeting, forecasting, reporting, and analysis of business performance. The position is designed for someone who can handle financial information carefully and explain what the numbers mean in practical, decision-ready terms.
Responsibilities
- 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.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
- Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
- Maintain financial models and schedules that remain understandable after the immediate task is complete (e.g., clear labels, documented assumptions, reasonable checks, organized formulas).
Requirements
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Clear written communication and the ability to summarize financial information for non-specialist stakeholders.
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Organized documentation habits and an appreciation for traceable financial analysis.
- Ability to compare results, identify material variances, and explain the drivers behind a financial change.
Preferred Qualifications
- Experience or strong interest in:
- Financial Analysis
- Financial Modeling
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $69,000–$77,000 per year
- Job Type: Full Time
Location