Overview
This role supports budgeting, forecasting, reporting, and analysis of business performance. It combines routine financial reporting with forward-looking analysis, helping translate financial results into practical business meaning.
The position is full-time and remote within the United States. Salary range: $65,000-$73,000 per year.
Responsibilities
- Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.
- 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.
- Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Support KPI reporting by connecting financial measures with relevant operational context.
Models and schedules should remain understandable after the immediate task is complete, using clear labels, documented assumptions, reasonable checks, and organized formulas.
Qualifications
- Comfort learning company-specific reporting definitions, schedules, and planning processes.
- Ability to manage assigned priorities independently while collaborating through digital tools in a remote environment.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Organized documentation habits and an appreciation for traceable financial analysis.
Preferred Skills and Experience
- Financial analysis and financial modeling
- Microsoft Excel
- Budgeting and forecasting
- Variance analysis
- Financial reporting
- Data analysis
- Financial statements
- Scenario analysis