Overview
This entry-level Financial Analyst role focuses on budgeting, expense analysis, and financial reporting. Responsibilities include organizing and reviewing financial information, preparing accurate financial schedules, and clearly explaining results.
- Location: Remote - United States
- Employment type: Full-time
- Experience level: Entry level
- Annual base salary: $60,000-$70,000 USD
Applicants may use coursework, project work, or internship experience to demonstrate skills; no previous full-time analyst role is required.
Responsibilities
- Trace unusual figures back to supporting records and raise unresolved differences for review.
- Record assumptions and maintain organized working files so calculations can be reviewed.
- Compile financial information from approved sources and check it for completeness and consistency.
- Update budget and forecast worksheets using documented assumptions.
- Compare actual revenue and expenses with budgeted amounts and summarize significant differences.
- Assist with recurring financial reports, including checking formulas and supporting schedules.
- Ensure financial summaries are traceable to supporting records by keeping source references and calculation notes alongside work.
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.
Preferred Qualifications
- Microsoft Excel experience
- Budgeting
- Forecasting
- Variance Analysis
- Financial Reporting
- Financial Modeling
- Accounting Fundamentals
- Financial Statements
- Data Reconciliation
- Communication