Financial Analyst

The primary focus of this position is to support the business with ongoing reporting and analytics, and to equip leadership with key insights and forecasts for critical decision-making. This includes maintenance and development of existing financial models and systems, supporting the annual budget cycle, and providing analysis on financial trends and areas for process efficiency. This role will include exposure to various departments of the business and will partner closely with the Finance Manager to provide management with actionable insights.

• Maintain and improve recurring financial reports on a weekly and monthly cadence, including forecasts, budget-to-actuals, and management reporting packages
• Partner with Accounting for month-end close accuracy and timely reporting
• Prepare commentary and analysis to support presentation of financial results and forecasts to internal and external leadership
• Support ad hoc data requests, scenario analyses, and special projects as assigned by the Finance Manager

• Maintain existing financial models, including revenue, headcount, cash flow and other miscellaneous forecasting models
• Partner with Finance Manager in new financial model development and improvements to existing models

• Pull, reconcile, and analyze data from Net Suite, Salesforce, Paylocity, and other systems to support accurate and timely reporting
• Identify and flag opportunities to improve reporting efficiency and automation to reduce manual effort in recurring financial processes

• Perform budget vs. actual variance analyses with written commentary to support financial reviews and decision making
• Prepare and distribute ad hoc requests for reports and analyses from various business partners

• Support the annual budget and monthly forecast processes through data consolidation, model building and maintenance, and trend analysis
• Prepare commentary and analysis to support presentation of consolidated budget to internal and external leadership

Finance Manager, Accounting, internal leadership, and various business partners/departments across the organization External Interfaces:
External leadership

Decision-Making Authority:
Maintain and improve recurring financial reports, pull and reconcile system data, perform variance analyses, and prepare ad hoc reports independently

Escalation Points:
Finance Manager for special projects, new financial model development, and overall strategic direction

• Accurate and timely weekly and monthly financial reporting, forecasts, and budget-to-actuals
• Successful maintenance and development of financial, revenue, headcount, and cash flow models
• Improved reporting efficiency and automation to reduce manual effort in recurring financial processes
• Timely delivery of ad hoc data requests, scenario analyses, and variance analyses with actionable commentary
• Seamless execution and support of the annual budget and monthly forecast processes

• Microsoft Excel (advanced proficiency required)
• Net Suite, Salesforce, Tableau, and/or Paylocity (preferred)

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 0–4 years of relevant experience in finance, accounting, or a related field
• Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP/INDEX-MATCH, and basic financial modeling
• High attention to detail, strong organizational and analytical skills, and ability to manage and meet recurring deadlines
• Effective written and verbal communication skills; comfortable presenting financial data clearly and concisely
• Ability to work independently in a…