Financial Analyst
Job Summary
We are seeking a detail-oriented and analytical Financial Analyst to join our growing finance team. In this role, you will analyze financial data, build predictive financial models, track budget performance, and deliver actionable insights to guide strategic business decisions. The ideal candidate possesses strong numerical acumen, proficiency in financial software, and the ability to translate complex data into clear financial stories for executive leadership.
Responsibilities
- Develop and maintain financial models and annual budgets
- Conduct monthly variance analysis and present findings
- Prepare management reporting packages and KPI dashboards
- Partner with cross-functional teams to evaluate ROI and pricing
- Support strategic initiatives and process improvements
Required Skills
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2–4 years of experience in financial analysis or corporate FP&A
- Advanced proficiency in Microsoft Excel
- Knowledge of BI tools (Power BI, Tableau) or SQL is a plus
- CFA, CMA, or CPA progress/completion preferred
Job Details
Advantages
- Unlimited Free Access to Udemy
- Collaborative team environment
- Easily accessible by public transit
Responsibilities
- Financial Modeling & Forecasting: Develop, maintain, and update three-statement financial models, rolling forecasts, and annual budgets.
- Variance Analysis: Conduct monthly variance analysis comparing actual financial performance against budget and historical trends; present findings and recommendations to department heads.
- Strategic Reporting: Prepare weekly, monthly, and quarterly management reporting packages, KPI dashboards, and board presentation decks.
- Operational Insights: Partner with cross-functional teams (Operations, Sales, Marketing) to evaluate unit economics, ROI on key investments, and pricing strategies.
- Ad Hoc Financial Analysis: Support strategic initiatives, including M&A evaluations, capital allocation decisions, and cost-optimization projects.
- Process Improvement: Identify opportunities to automate data collection, streamline reporting workflows, and enhance financial reporting systems.
Qualifications
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
- Experience: 2–4 years of experience in financial analysis, corporate FP&A, investment banking, or accounting.
- Technical Skills: Advanced Proficiency in Microsoft Excel (financial modeling, VLOOKUP/XLOOKUP, INDEX/MATCH, Pivot Tables). Familiarity with Business Intelligence tools (Power BI, Tableau) or SQL is a plus.
- Certifications: Progress toward or completion of CFA, CMA, or CPA is preferred but not required.
- Soft Skills: Exceptional written and verbal communication, sharp critical thinking, and the ability to manage competing priorities in a fast-paced environment.