Overview
This role supports budgeting, forecasting, reporting, and analysis of business performance. The work focuses on producing accurate financial analysis and clearly explaining what the numbers mean in practical terms.
- Location: Remote — United States
- Job Type: Full Time
- Compensation: $67,000–$75,000 per year
Responsibilities
- Communicate financial findings in concise business language, including risks, limitations, and areas requiring follow-up.
- Perform trend, sensitivity, and scenario analysis to show how changing assumptions may affect expected results.
- Reconcile information across schedules or reports and investigate material inconsistencies.
- Prepare recurring financial reports, management summaries, and ad hoc analyses for stakeholder review.
- Analyze revenue, expenses, margins, and other financial or operating measures to identify performance drivers.
- Compare actual financial results with budgets, forecasts, and prior periods and explain meaningful variances.
- Update forecasts and review actual results against budget, when assigned.
- Organize inputs, check calculations, and summarize the most meaningful drivers.
Forecasting involves uncertainty; assumptions should be visible rather than hidden inside calculations. Where information allows, identify the operational or financial drivers behind variances and explain whether differences appear temporary, recurring, assumption-driven, or in need of further review.
Requirements
- Clear written communication and the ability to summarize financial information for non-specialist stakeholders.
- Foundational understanding of financial statements, budgeting, forecasting, and basic accounting principles.
- Interest in financial modeling, scenario analysis, and forward-looking business planning.
- Comfort using Microsoft Excel or comparable spreadsheet software for calculations and organized financial schedules.
- Ability to compare results, identify material variances, and explain the drivers behind financial changes.
- Demonstrated ability to work independently in a remote setting with steady follow-through and organized communication.
Preferred Skills and Experience
- Financial analysis and financial modeling
- Microsoft Excel
- Budgeting and forecasting
- Variance analysis
- Financial reporting
- Data analysis
- Financial statements
- Scenario analysis