Financial Analyst

Financial Analyst

Position Summary

The Financial Analyst compiles, analyzes, and reports financial information to support timely, well-informed business decisions. This role prepares recurring management reports, evaluates actual performance against budgets and forecasts, maintains financial models, identifies trends, and provides ad hoc analysis across the organization. The Financial Analyst works closely with the FP&A team and business leaders to ensure financial information is accurate, complete, and delivered on schedule.

Key Responsibilities

Compile and analyze financial and operating data for weekly, monthly, quarterly, and annual reporting.

Prepare financial statements and management reporting packages accurately and within established deadlines.

Maintain Excel-based financial models used for recurring reports, forecasts, and business analysis.

Analyze actual results against budget, forecast, and prior-year performance; investigate variances and prepare clear explanations.

Develop revenue and expense analyses, projections, reports, and presentations for management.

Identify financial and business trends, summarize findings, and present actionable insights to decision-makers.

Research, collect, validate, and enter financial data required for reporting and analysis.

Support the annual budgeting process and periodic financial forecasts.

Provide timely ad hoc financial analysis to support departments and company leadership.

Complete special projects and other related assignments as requested.

Qualifications

Bachelor's degree in finance, accounting, economics, or a related field required.

One to three years of experience in financial analysis, accounting, or a similar role preferred.

Advanced Microsoft Excel skills, including experience building and maintaining financial models.

Proficiency with Microsoft Word; experience with Microsoft Access is helpful.

Working knowledge of general accounting principles and financial concepts.

Experience with Workday Adaptive Planning or a comparable planning and reporting system is preferred but not required.

Strong analytical, organizational, and problem-solving skills with close attention to detail.

Ability to manage multiple priorities, meet deadlines, and communicate effectively with employees and leaders at all levels.

CPA, CFA, or CFP designation is a plus but not required.

Supervisory Responsibilities

This position does not have direct supervisory responsibilities.

Work Environment and Physical Requirements

Work is performed primarily in an office environment using computers and standard office equipment.

The employee is regularly required to sit, stand, walk, communicate, use hands to handle objects or controls, and reach with hands and arms.

The employee may occasionally lift or move up to 25 pounds.

Specific vision abilities include close vision and the ability to adjust focus.

The typical schedule is Monday through Friday during standard business hours. Occasional evening or weekend work may be needed to meet reporting deadlines.

Benefits

Medical, dental, and vision insurance

Health savings and flexible spending account options

401(k) plan with company match

Company-paid short-term and long-term disability coverage

Company-paid basic life insurance and AD&D coverage, with supplemental options available

Employee Assistance Program

Paid time off and paid holidays

Wellness and gym reimbursement programs

Tuition reimbursement after one year of employment