Financial Analyst

Overview

This role involves supporting financial planning and analysis by turning financial data into clear views of actual performance, expected results, and the drivers behind differences between plans and outcomes. Accuracy and clear communication are important throughout.

You may move between financial statements, spreadsheet schedules, operating metrics, and forecast assumptions during the same week. Core expectations include:

• Calculations are checked
• Assumptions are clearly documented
• Conclusions are presented in a way that supports decision-making

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.
• Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.
• Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
• Compare actual financial results with budgets, forecasts, and prior periods, and explain meaningful variances.
• Assist with budgeting and forecasting by organizing assumptions, updating schedules, and checking calculations.
• Perform variance analysis that goes beyond stating that a number is higher or lower; identify operational or financial drivers when the information allows and explain whether differences appear temporary, recurring, assumption-driven, or in need of further review.
• As recurring reports and planning cycles become familiar, look for opportunities to improve efficiency, strengthen documentation, and make financial information easier for colleagues to review and use.

Requirements

• Strong numerical reasoning, attention to detail, and a disciplined approach to checking financial information.
• Organized documentation habits and an appreciation for traceable financial analysis.
• Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
• Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
• Willingness to question inconsistent inputs and resolve or escalate discrepancies before completing an analysis.

Preferred Qualifications

• Financial Analysis
• Financial Modeling
• Budgeting
• Forecasting
• Variance Analysis
• Financial Reporting
• Data Analysis
• Financial Statements
• Scenario Analysis

Compensation & Benefits

• Salary: $70,000-$78,000 per year
• Job Type: Full Time

Location

• Remote — United States