Overview
This role supports budgeting, forecasting, reporting, and analysis of business performance. The position requires careful handling of financial information and the ability to explain what the numbers mean in practical terms.
Responsibilities
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Build and maintain spreadsheet-based financial models for planning, comparison, and scenario analysis.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Conduct variance analysis that identifies operational or financial drivers behind movements and determines whether differences appear temporary, recurring, assumption-driven, or in need of further review.
Requirements
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Strong numerical reasoning, attention to detail, and a disciplined approach to checking financial information.
Compensation & Benefits
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