Financial Analyst

Position Summary

The General Accountant / Financial Analyst is responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, analyzing financial performance, and assisting with budgeting and forecasting. This role combines strong accounting knowledge with analytical skills to support business decision-making and ensure compliance with accounting standards and company policies.

• Accounting Support
• Assist with preparing journal entries and maintaining general ledger records.
• Support monthly account reconciliations and financial close activities.
• Supports accounts payable/accounts receivable processes.
• Help maintain accurate financial records and documentation.
• Assist with bank reconciliations and data entry.
• Supports audit preparation and documentation requests.
• Follow company accounting policies and procedures.

• Assist with preparing financial reports and spreadsheets.
• Support budget tracking and variance analysis.
• Analyze financial data and identify trends.
• Maintain financial models and reporting templates.
• Help prepare management reports and presentations.
• Assist with KPI tracking and operational reporting.
• Perform ad hoc analysis as requested by management.
• Assist with building and maintaining dashboards and reports.
• Help organize and validate financial and operational datasets.
• Use Excel and reporting tools to identify trends and summarize findings.
• Support basic data analytics projects and KPI reporting.

• Bachelor’s degree in Accounting, Finance, or related field
• Internship or 0–2 years of accounting or finance experience preferred.
• Basic understanding of accounting principles and financial statements.
• Proficiency in Microsoft Excel and Microsoft Office.
• Strong analytical and problem-solving abilities; has curiosity
• High attention to detail and organizational skills.
• Ability to learn quickly and work in a team environment.
• Strong written and verbal communication skills.

• Basic Power BI or Tableau experience
• Introductory SQL or database knowledge
• Familiarity with data visualization and reporting concepts
• Basic SQL knowledge for data extraction and reporting
• Familiarity with Power BI, Tableau, or similar visualization tools
• Experience working with large datasets and Excel-based analytics
• Familiarity with accounting software or ERP systems.
• Basic financial modeling and reporting experience.
• Knowledge of budgeting and forecasting concepts.
• Experience with data visualization tools is a plus.

• Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas, charts)
• Basic financial modeling
• Data visualization and dashboard creation
• Basic SQL and reporting concepts
• ERP and accounting systems familiarity