Overview
This role is for an entry-level Financial Analyst supporting budgeting, expense analysis, and financial reporting. Responsibilities include preparing accurate financial schedules and providing clear explanations of results, along with communicating questions that require additional review.
You can demonstrate the required skills through academic work, personal projects, or internships. Prior full-time analyst employment is not required.
Responsibilities
- Assist with recurring financial reports, including checking formulas and supporting schedules.
- Investigate discrepancies by tracing figures to their source and requesting clarification as needed.
- Keep supporting files and model assumptions organized so others can follow calculations.
- Gather figures from approved records and review them for missing information or inconsistencies.
- Maintain budget and forecast schedules, recording the assumptions used in each update.
- Compare actual revenue and expenses with budgeted amounts and summarize significant differences.
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. Academic budgeting and financial modeling projects are useful examples of applicable experience.
Compensation & Benefits
- Annual base salary range: $65,000-$85,000 USD
Location
Desired Skills and Experience
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Financial Modeling
- Accounting Fundamentals
- Financial Statements
- Data Reconciliation
- Communication