Financial Analyst

• Support the monthly forecast, annual budget, and financial planning processes.
• Analyze financial and operational results against budget, forecast, and prior year performance.
• Prepare variance analyses and explain key business drivers.
• Assist with month-end close activities, including revenue recognition support, cost posting validation, and financial reporting.
• Extract, validate, and analyze data from multiple systems to support decision-making.
• Develop and maintain financial models, reports, dashboards, and analytical tools.
• Create and enhance spreadsheets, databases, and reporting processes to improve efficiency and accuracy.
• Partner with business leaders to provide financial insights and support operational decision-making.
• Prepare recurring and ad hoc financial reports, analyses, and presentations.
• Identify opportunities for process improvements, automation, and enhanced reporting.
• Support profitability, revenue, margin, and expense analyses across business units and clients.
• Perform other duties and special projects as assigned.

• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field.
• 1-3+ years of experience in Financial Planning & Analysis (FP&A), Accounting, Finance, or a related analytical role.
• Advanced proficiency in Microsoft Excel, including pivot tables, lookups, financial modeling, and data analysis.
• Experience working with large datasets and transforming data into meaningful business insights.
• Strong analytical, problem-solving, and critical thinking skills.
• Understanding of budgeting, forecasting, variance analysis, and financial reporting concepts.
• Ability to communicate financial information clearly to both finance and non-finance stakeholders.
• High attention to detail and strong organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Self-motivated with a strong sense of ownership and accountability.
• Ability to work independently and collaboratively within a team.
• Strong interpersonal, written, and verbal communication skills.
• Ability to maintain confidentiality and handle sensitive information with professionalism and discretion.
• Sit for extended periods, typically 6+ hours per day.
• Use a computer, including keyboard and mouse, for prolonged periods.
• Lift and carry light items, typically 20+ pounds.
• Reach, bend, or stoop occasionally to access files or office materials.
• Maintain focus and attention for long periods of desk-based work.
• Follow clear directions.
• Perform repetitive motions consistently throughout the day.

Demonstrates expertise in Financial Planning & Analysis, including budgeting, forecasting, and variance analysis, while effectively communicating financial insights to stakeholders. Proficient in advanced Microsoft Excel for data analysis and financial modeling, with a strong focus on process improvement and operational efficiency.

• Financial Planning & Analysis (FP&A)
• Advanced Microsoft Excel
• Budgeting & Forecasting
• Data Analysis & Reporting
• Analytical Problem-Solving

• Financial Modeling
• Variance Analysis
• Cost Posting Validation
• Revenue Recognition
• Data Extraction & Validation
• Dashboard Development
• Spreadsheet Creation & Enhancement
• Operational Decision-Making Support
• Large Dataset Analysis
• Financial Reporting

• Strong Analytical Skills
• Critical Thinking
• Attention to Detail
• Organizational Skills
• Interpersonal Communication

• Financial Insights
• Process Improvement
• Ad Hoc Financial Reports
• Month-End Close Activities
• Confidentiality & Professionalism