Overview
This entry-level Financial Analyst role focuses on budgeting, expense analysis, and financial reporting. The position supports accurate financial schedules and clear explanations of results by organizing information, verifying work, and maintaining documented assumptions.
Responsibilities
- Trace unusual figures back to supporting records and raise unresolved differences for review.
- Record assumptions and maintain organized working files so calculations can be reviewed.
- Compile financial information from approved sources and check it for completeness and consistency.
- Update budget and forecast worksheets using documented assumptions.
- Compare actual revenue and expenses with budgeted amounts and summarize significant differences.
- Support periodic financial reporting by reviewing spreadsheet formulas and the schedules behind reported figures.
Qualifications
- Foundational knowledge of accounting concepts and the relationship between income statements, balance sheets, and cash-flow statements.
- Familiarity with Excel formulas, lookup functions, and pivot tables.
- Ability to work carefully with numerical information and explain calculations.
- Strong organization, written communication skills, 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. Coursework, internships, and relevant projects (including academic budgeting and financial modeling projects) can demonstrate readiness.
Preferred Skills and Experience
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Financial Modeling
- Accounting Fundamentals
- Financial Statements
- Data Reconciliation
- Communication
Compensation & Benefits
- Annual base salary: $65,000–$75,000 USD
Location
Employment Type
Experience Level