Financial Analyst, Level 1

Overview

This role is responsible for preparing and analyzing internal and external financial data of considerable complexity, applying independent judgment and initiative. The analyst will complete related accounting functions, monitor financial processes and performance, and recommend revisions as needed.

Responsibilities

• Prepare the Operational Budget for the division in partnership with the Director of Finance and members of the Leadership Team.
• Review supporting presentations from selling business units and department heads to ensure consistent data and alignment with corporate strategic messaging.
• Ensure operational business units provide accurate, timely, and informative content meaningful for senior staff discussions.
• Work with operational leaders to establish budgets, revise forecasts, and explain actual results versus plan for balance sheet and cash flow metrics.
• Prepare revised Quarterly Budgets as the fiscal year progresses from each quarter to the next.
• On a weekly basis, prepare company forecasts in collaboration with cross-functional team members and explain variances from prior expectations.
• Prepare the monthly reporting package for review by the Director of Finance and the Leadership Team.
• Create reports summarizing and forecasting division business activity and financial position, including income, expenses, and earnings based on past, present, and expected operations.
• Provide input and participate in the annual and long-range planning process.
• Perform budgeting and forecasting.
• Develop and maintain key performance metrics and scoreboards.
• Conduct significant data extraction, ad-hoc reporting, and project-based analysis.
• Serve as a proactive business partner by advising and making recommendations based on financial projections and historical performance.
• Perform additional tasks as required.

Requirements

• Advanced analytical skills with a focus on root-cause analysis and explaining information to management.
• Strong verbal and written communication skills; will work closely with various departments, vendors, legal, and key executives.
• Exceptional computer skills, including Outlook, PowerPoint, Access, and Excel; SQL or similar.
• Expertise building and analyzing financial models.
• Strong general ledger accounting experience and monthly closings.
• Proficiency reviewing account reconciliations and performing account analysis.
• Ability to think objectively and interpret meaningful themes from quantitative and qualitative data.
• Ability to evaluate financial and business indicators and translate data into actionable information.
• Ability to use rigorous logic and methods to solve problems.
• Ability to build constructive and effective relationships with a diverse set of business partners.
• 0–2 years’ experience in finance.

Preferred Qualifications

• Bachelor’s degree in Accounting or Finance preferred, or equivalent experience.

Compensation & Benefits

• Benefits are effective on day one for all full-time direct hires.
• Training programs are available to help guide team members and develop new skills.
• Growth opportunities are available.

Location

Remote work.

Employment Authorization

Qualified applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

Equal Employment Opportunity

The employer provides equal employment opportunity to all employees and applicants regardless of protected characteristics. The employer complies with federal and state regulations and statutes pertaining to individuals with disabilities.

People Management

No people management responsibilities.