Overview
This role involves providing financial analysis that combines spreadsheet work with careful review of assumptions, variances, and financial trends. You’ll help stakeholders understand what changed and why it may matter.
- Location: Remote - United States
- Job Type: Full Time
- Salary: $71,000-$79,000 per year
Responsibilities
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Help improve recurring financial reporting processes while maintaining appropriate review controls.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
- Perform variance analysis beyond stating that a number is higher or lower; identify operational or financial drivers behind movement and explain whether differences appear temporary, recurring, assumption-driven, or in need of further review.
- Assist with tasks such as updating a forecast, reviewing actual results against a budget, preparing management reports, and testing how changes in assumptions could affect expected outcomes.
- Organize inputs, check calculations, and summarize the most meaningful drivers.
Requirements
- Organized documentation habits and a commitment to traceable financial analysis.
- Ability to compare results, identify material variances, and explain drivers behind financial changes.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing analysis.
- Ability to manage assigned priorities independently while collaborating through digital tools in a remote environment.
- Good judgment when financial information is incomplete or inconsistent, including:
- investigating the source,
- documenting limitations, and
- avoiding presenting uncertain results as more precise than they are.
Desired Skills and Experience
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis