Overview
This role involves delivering dependable financial analysis that supports planning and informed decision-making. You will maintain reporting, compare actual results to expectations, and communicate key performance drivers.
Financial models and schedules should remain understandable after the immediate task is complete. Clear labels, documented assumptions, reasonable checks, and organized formulas help ensure another person can review the work and that future updates don’t introduce unnoticed errors.
Responsibilities
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Review source information and validate calculations before financial analysis is distributed or relied upon.
- Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
- Compare actual financial results with budgets, forecasts, and prior periods, explaining meaningful variances.
- Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.
- Support KPI reporting by connecting financial measures with relevant operational context.
- Present forecasting assumptions clearly and share alternative scenarios when a single estimate could create a false sense of precision.
Requirements
- Clear written communication skills, including the ability to summarize financial information for non-specialist stakeholders.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Ability to compare results, identify material variances, and explain the drivers behind financial changes.
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
- Ability to identify what changed, understand the assumptions behind results, and communicate implications without overstating what the information can prove.
Compensation & Benefits
- Salary: $71,000–$79,000 per year
Location
- Remote — United States
- Job Type: Full Time
Successful remote work requires steady follow-through, organized communication, and the ability to complete assigned responsibilities independently while asking timely questions when clarification is needed.
Preferred Skills & Experience
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Data Analysis
- Financial Statements
- Scenario Analysis