Overview
This role supports budgeting, forecasting, reporting, and analysis of business performance. You’ll help translate financial information into practical insights, balancing routine reporting with forward-looking analysis, including scenario comparisons and variance investigation.
Responsibilities
- Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
- 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.
- 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.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
- Present alternative scenarios when uncertainty exists, especially when outcomes depend on variables that may change.
Requirements
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Organized documentation habits with an appreciation for traceable financial analysis.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Ability to compare results, identify material variances, and explain the drivers behind a financial change.
Preferred Qualifications
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
- Salary: $71,000–$79,000 per year
- Job Type: Full Time
Location
Successful remote work requires steady follow-through, organized communication, and the ability to complete assigned responsibilities independently while asking timely questions when clarification is needed.