Overview
This role as a Financial Analyst performs forecasting, budgeting, financial modeling, and analysis to support business strategy and executive reporting.
Responsibilities
- Support monthly and long-term forecasting, budgeting, and modeling
- Prepare reporting and analyze operational metrics
- Create executive and ad hoc reporting as needed
- Conduct financial analysis and variance analysis by identifying key drivers
- Identify data trends indicating strengthening or weakening performance
- Develop financial tools, analyses, and metrics that support business strategies
- Prepare ad hoc financial analyses and provide analytical support as required
- Conceptualize and develop summary charts and tables to help stakeholders consume large volumes of data
Requirements
- Bachelor’s Degree in Finance or Accounting, or other related quantitative discipline is required
- CPA, CFA, or work towards these credentials is preferred but not required
- Master in Business Administration preferred
- 3–5 years of related business experience, including public accounting, consulting, or finance
- Advanced Excel skills with experience creating, interpreting, and presenting financial projections and models
- Experience with financial analysis tools (OneStream, TM1, Hyperion, etc.) and data analysis tools (Qlik, Tableau)
- Proficiency with relational database models and writing SQL queries
- Experience with data visualization tools (e.g., QlikView, Tableau, Power BI)
- Experience with planning systems such as One Stream, Hyperion, IBM, etc.
- General/basic understanding of key financial statements and accounting principles (e.g., accounting/finance education and/or related experience)
- Ability to think critically, apply analytics strategy to solve problems, and identify relevant observations for reporting
- Ability to clearly document work performed and observations identified
- Experience using analytics tools and/or programming languages to derive insights and communicate them to key stakeholders
- Critical thinking skills to bring order to unstructured problems
- Ability to learn new technologies, innovate creative solutions, and push boundaries in how technology is used to solve complex problems
- Curiosity to dive into business needs, ask probing questions, and collaborate with stakeholders to design solutions
- Ability to navigate multiple engagements and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment
Preferred Qualifications
- Review self work and others’ work for quality, accuracy, and relevance
- Use feedback and reflection to develop self-awareness, personal strengths, and address development areas
- Experience collaborating on analytics engagements while managing stakeholder and leadership expectations (preferably in a consulting or business analyst role)
- Experience navigating and leading multiple engagements and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment
- Experience leading analytic teams to solve complex business problems
- Ability to own self work and others’ work for quality, accuracy, and relevance
Compensation & Benefits
Not specified in the provided job description.
Location
Not specified in the provided job description.
Equal Opportunity / Notice
The organization is an Equal Opportunity Employer and evaluates applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. Reasonable accommodations are provided for individuals with disabilities during the employment process.
Applications will be accepted on a rolling basis.
Massachusetts notice: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Recruitment agencies: The organization does not accept unsolicited agency resumes/CVs and is not responsible for any feeds related to unsolicited resumes/CVs.