Financial Analyst

Overview

This role is for a Financial Analyst supporting financial planning, forecasting, and reporting through clear, accurate analysis of actual performance versus plans and forecasts. Forecasting involves uncertainty, so assumptions must be visible and communicated. Analyses should include appropriate context, scenario thinking when precision could be misleading, and traceable documentation.

Responsibilities

• Reconcile information across schedules and reports and investigate material inconsistencies.
• Improve recurring financial reporting processes while maintaining appropriate review controls.
• Document model logic, assumptions, and analytical methods so work remains understandable and reusable.
• Compare actual results with budgets, forecasts, and prior periods, and explain meaningful variances.
• Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
• Support budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.

Requirements

• Comfort learning company-specific reporting definitions, schedules, and planning processes.
• Organized documentation habits and an appreciation for traceable financial analysis.
• Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
• Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.
• Ability to compare results, identify material variances, and explain the drivers behind a financial change.

Preferred Qualifications

• Financial Analysis, Financial Modeling, Microsoft Excel, Budgeting, Forecasting, Variance Analysis, Financial Reporting, Data Analysis, Financial Statements, Scenario Analysis

Compensation & Benefits

• Salary: $68,000–$76,000 per year

Location

• Remote — United States

Job Type

• Full Time