Financial Analyst Worcester, MA

Financial Analyst

We are looking for a Financial Analyst to support financial planning, reporting, and business performance analysis for our team in Worcester, Massachusetts. This role contributes to budgeting, forecasting, KPI tracking, and cross-functional decision support while helping leaders understand results and identify improvement opportunities. The ideal candidate brings strong analytical ability, comfort working with financial systems and reporting tools, and a practical approach to partnering with operations, accounting, and business stakeholders.

Responsibilities:

• Build and maintain annual budget models and supporting schedules to help guide financial planning activities.
• Refresh rolling forecasts on a regular basis, analyze changing trends, and provide insights that support business decisions.
• Prepare data and analysis for monthly close reporting, including profitability, margin performance, sales mix, emerging risks, and potential actions to improve results.
• Track key performance indicators each day and compile information needed for recurring management reports.
• Partner with department leaders to develop financial evaluations and business cases for product initiatives and other investment opportunities.
• Create, enhance, and maintain business intelligence reporting solutions using Power BI and related reporting platforms.
• Support operational cost improvement efforts by monitoring savings initiatives and communicating progress through clear reporting.
• Coordinate with accounting to assemble monthly statistical information used in general ledger activities and broader financial reporting.
• Produce recurring and ad hoc reports, including activity reporting for cafeteria operations and other business analysis as needed.