Overview
This role supports recurring financial reporting and analysis for revenue, expenses, budgets, forecasts, and operating performance. The position is entry-level and includes meaningful analytical responsibility.
Responsibilities
- Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
- Compare actual financial results with budgets, forecasts, and prior periods, and explain meaningful variances.
- 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.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Conduct variance analysis that goes beyond stating whether a number is higher or lower by:
- Identifying which accounts or operating factors contributed to the movement.
- Determining whether the difference appears temporary, recurring, assumption-driven, or in need of further review.
- Communicating results with appropriate context.
Requirements
- Ability to compare results, identify material variances, and explain the drivers behind a financial change.
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Organized documentation habits with an appreciation for traceable financial analysis.
- Clear written communication and the ability to summarize financial information for non-specialist stakeholders.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Preparedness to investigate incomplete or inconsistent financial information, document limitations, and avoid presenting uncertain results as more precise than they are.
- Ability to keep assumptions visible in forecasting and present alternative scenarios when a single estimate could create a false sense of precision.
Preferred Skills and Experience
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $68,000-$76,000 per year
Location
Job Type