Overview
This role involves performing financial analysis to organize financial information into clear views of actual performance, expected results, and the factors driving differences between plans and outcomes. Accuracy and clear communication are important throughout the work.
The work often starts by comparing plan versus actual performance. You will determine which accounts or operating factors contributed to the movement, verify underlying information, and communicate results with appropriate context.
Responsibilities
- Compare actual financial results with budgets, forecasts, and prior periods, and explain meaningful variances.
- 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.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Build and maintain spreadsheet-based financial models for planning, comparison, and scenario analysis.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
What You Bring
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Ability to manage assigned priorities independently while collaborating through digital tools in a remote environment.
- Clear written communication and the ability to summarize financial information for non-specialist stakeholders.
You’ll also be expected to ensure assumptions are visible rather than hidden inside calculations, and to present alternative scenarios when a single estimate could create a false sense of precision—particularly when outcomes depend on variables that may change.
Qualifications / Desired Skills
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis
Compensation & Benefits
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