Overview
This mid-level financial analyst role involves working remotely in partnership with the finance team to support the organization's financial health through forecasting, analysis, and reporting. The position requires initiative, independent problem-solving, and a collaborative approach treating coworkers as internal clients.
Responsibilities
- Utilize AI tools to automate processes within the Finance department
- Collaborate with cross-functional teams to improve and automate financial and operational reporting
- Implement strong quality checks and controls to ensure data accuracy
- Review financial planning workflows, systems, and procedures for efficiency and compliance with accounting principles
- Provide insightful analysis to support decision-making
- Prepare and present evaluations, proposals, and recommendations to executive leadership and stakeholders
- Review and audit fee calculations; maintain simple loan ledgers and interest calculations
- Conduct revenue analysis, explaining changes from prior periods and variances from budget
- Perform general accounting tasks including processing vendor invoices and client fees
Requirements
- Minimum 3 years of experience in financial data analysis and forecasting
- Willingness to learn and adopt AI technologies
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving abilities
- Advanced skills in Excel and financial modeling
- Ability to forecast trends and financial impacts under multiple scenarios
- Self-starter capable of prioritizing tasks and meeting deadlines
- Thorough understanding of generally accepted accounting principles (GAAP)
Preferred Qualifications
- Experience or knowledge of the financial industry
- Interest in financial planning or holistic and mindful business approaches
Compensation & Benefits
- Starting salary range: $79,500 - $90,000
- Flexible work hours and location
- Unlimited vacation
- 18 weeks of paid parental leave
Location
Additional Information
The organization values diversity and inclusion, actively incorporating varying perspectives and backgrounds. Commitment to environmental and social responsibility is important, as the employer is a certified B Corp focused on people and planet priorities.