Overview
This role involves serving as a Financial Analyst responsible for key financial reporting and cross-functional data analysis. The position includes ownership of department-level metrics, margin analysis, imputed income reporting, and building monthly reporting decks for leadership. The analyst will collaborate closely with teams across the organization to gather and validate data and support financial decision-making.
You will report directly to the Director of Finance.
Responsibilities
- Own ongoing financial reporting, including light ROI and return modeling for company initiatives and programs
- Track, analyze, and report on department-level metrics and KPIs across the business
- Build, maintain, and distribute the monthly reporting deck for leadership
- Partner with cross-functional teams to gather, validate, and populate financial and operational data
- Conduct margin analysis across service lines, programs, or accounts
- Own imputed income reporting and calculations, ensuring accuracy and timeliness
- Manage reporting and analysis within the BI tool, developing deep fluency in data models and dashboards
- Collaborate with the Data team on data models and pipelines feeding the BI tool, owning finance-specific analysis and reporting outputs
- Maintain Salesforce (SFDC) data to support pipeline visibility
- Support ad hoc financial analysis and business partnering requests
- Identify and apply opportunities to use AI and automation tools to improve reporting speed, accuracy, and quality
- Maintain knowledge of organizational policies, procedures, and reporting standards
Requirements
- BA/BS degree in Finance, Accounting, Economics, or a related field
- 2–4 years of experience in financial analysis, FP&A, accounting, or a related analytical role
- Advanced proficiency in Excel or Google Sheets, including building and maintaining financial models
- Experience with BI/analytics tools (e.g., Omni, Tableau) strongly preferred
- Familiarity with Salesforce (SFDC) or similar CRM data is a plus
- Familiarity with QuickBooks Online is a plus
- Excellent written and verbal communication skills, with the ability to work cross-functionally with non-finance stakeholders
- Highly analytical and detail-oriented, capable of owning deliverables independently
- Openness to learning and experimenting with emerging technologies, including AI
Compensation & Benefits
- Starting salary range: $70,000–$80,000 annually
- Remote work environment
- Medical, dental, and vision benefits available within 30 days of hire
- Retirement savings account with company matching contributions
- Mental health benefits
- 15 days paid vacation, increasing by two days per year up to a maximum of 25 days
- Sick and caregiving days
- Professional development initiatives
- Generous parental leave (maternal and paternal) during a new child’s first year (born or adopted) and pregnancy loss leave
Location
This is a remote position based in the United States. Candidates must:
- Work from a private, secure location with reliable internet and phone access
- Maintain a distraction-free environment suitable for handling sensitive information
Candidates located in Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia are not eligible.
Additional Information
Applicants are encouraged to apply even if they do not meet 100% of the qualifications. The organization values diverse backgrounds and perspectives.
Reasonable accommodations are available upon request during the application process.