Overview
This is an entry-level Financial Analyst role supporting budgeting, expense analysis, and financial reporting for the organization’s portfolio management team.
- Location: Remote - United States
- Employment type: Full-time
- Experience level: Entry level
- Annual base salary: $65,000-$75,000 USD
Responsibilities
- Maintain budget and forecast schedules, recording the assumptions used in each update.
- Compare actual revenue and expenses with budgeted amounts and summarize significant differences.
- Support periodic financial reporting by reviewing spreadsheet formulas and the schedules behind reported figures.
- Help investigate discrepancies by tracing figures to their source and requesting clarification.
- Keep supporting files and model assumptions organized so colleagues can follow calculations.
- Gather figures from approved records and review them for missing information or inconsistencies.
Requirements
- Foundational knowledge of accounting concepts and the relationship between income statements, balance sheets, and cash-flow statements.
- Familiarity with Excel formulas, lookup functions, and pivot tables.
- Ability to work carefully with numerical information and explain calculations.
- Good organization, written communication, and attention to deadlines.
- Understanding of the importance of handling financial information confidentially.
Relevant study in finance, accounting, economics, or a related subject is helpful (coursework, budgeting projects, and financial modeling projects can demonstrate readiness).
Preferred Qualifications
- Coursework, project work, or internship experience demonstrating financial analysis skills (no previous full-time analyst role required).
- Academic budgeting and financial modeling projects.
Compensation & Benefits
- Annual base salary range: $65,000-$75,000 USD
Desired Skills and Experience
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Financial Modeling
- Accounting Fundamentals
- Financial Statements
- Data Reconciliation
- Communication