Financial Analyst

We are looking for a Financial Analyst (aka Excel-wizard) to join the Finance team at MarginEdge. The Financial Analyst will be responsible for all financial reporting and for contributing to planning and analysis, including budgeting and forecasting, cash management, and operational KPI reporting for MarginEdge. Using financial and operational data, you will work with the FP&A manager to track, and report on the key drivers of the business, as well as forecast future revenues and expenditures. This role is based out of our Arlington, VA headquarters and follows a hybrid schedule of three days per week in-office. MarginEdge: Where hospitality meets technology Responsibilities Financial Planning and Analysis Manage and maintain company wide financial model to generate updated, real-time income statement, balance sheet, and cash flow projections. Identify trends in financial performance and provide recommendations for improvement. Generate reporting and provide analysis of monthly business results for key stakeholders of the company (executive team, department heads, investors, etc.). Track actual performance against plan and provide clear and concise variance analyses that describe metrics and other variance drivers. Prepare monthly reporting for board members and create financial slides for quarterly board meetings. Assist in financial due diligence for potential capital raises and M&A transactions. Build simple models from scratch and modify existing models to support business needs and decision‑making. Other ad hoc analysis and projects as needed. Operational KPI Tracking & Reporting Work closely with leadership to report and analyze the key operational metrics driving business growth. Influence business decisions with data‑driven analysis. Deliver insights into drivers of growth, costs, user metrics, and market trends. Identify risks and opportunities with actionable recommendations. Accounting Operations Assist accounting team with month‑end close procedures, reconciliations, and compliance reporting as needed. Qualifications 2‑3 years of experience in financial planning and analysis, accounting or a closely related function. Bachelor’s degree in finance, accounting, statistics, economics, or business administration. Advanced proficiency in Excel and strong skills in PowerPoint; skilled in working with financial databases, accounting systems, and related technologies. Strong attention to detail. Strong analytical and financial modeling skills. Ability to understand and interpret complex data for all necessary stakeholders. Excellent time management and organizational ability to manage competing priorities. A demonstrated work ethic and strong desire to exceed expectations. Work Environment MarginEdge is a supportive, fast‑paced environment that values transparency and empowerment. Employees enjoy flexible schedules, inclusive culture, and opportunities to make a real impact on the hospitality industry. Benefits Unlimited Paid Time Off Medical, Dental, Vision, and Short/Long‑Term Disability Insurance Health Savings Account with employer match (dependent upon your medical plan selection) Commuter benefits with employer contribution (excluding limos and helos – for now) Generous Life Insurance Plan Company‑Paid Holidays 401(k) and matching Stock Options 12‑week fully Paid Parental Leave Lunch catered twice a week at our HQ in Arlington Wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes. Equal Opportunity Employer We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or any other characteristic protected by law. You be you. While we are proudest of our commitment to exceptional culture and creating a truly excellent work environment, we see our benefits as an extension of that belief. Our benefits package is designed to be exceptionally competitive and a reflection of our commitment to a best‑in‑class workplace for all. #J-18808-Ljbffr MarginEdge