Financial Analyst

Overview

This entry-level Financial Analyst role focuses on budgeting, expense analysis, and financial reporting. Responsibilities include organizing and validating financial information, preparing accurate financial schedules, and presenting clear explanations of results.

Responsibilities

• Investigate discrepancies by tracing figures back to their source and requesting clarification as needed.
• Record assumptions and maintain organized working files so calculations can be reviewed.
• Compile financial information from approved sources and verify completeness and consistency.
• Maintain budget and forecast schedules, documenting the assumptions used in each update.
• Compare actual revenue and expenses to budgeted amounts and summarize significant variances.
• Support recurring financial reports, including reviewing formulas and related supporting schedules.

Requirements

• Foundational knowledge of accounting concepts and how income statements, balance sheets, and cash-flow statements relate to each other.
• Familiarity with Excel formulas, lookup functions, and pivot tables.
• Ability to work carefully with numerical information and explain calculations.
• Strong organization, written communication, and attention to deadlines.
• Understanding of the importance of handling financial information confidentially.

Relevant study in finance, accounting, economics, or a related subject is helpful. Academic budgeting and financial modeling projects can be used as examples of relevant skills.

Preferred Qualifications

• Experience demonstrating skills through academic work, personal projects, or internships.
• Prior full-time analyst employment is not a requirement.

Compensation & Benefits

• Annual base salary range: $65,000–$85,000 USD

Location

• Remote — United States

Employment Type

• Full-time

Desired Skills and Experience

Microsoft Excel; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Accounting Fundamentals; Financial Statements; Data Reconciliation; Communication