Financial Analyst

Financial Analyst

The Financial Analyst supports the organization's financial planning, reporting, and analysis activities by gathering and analyzing financial and operational data, identifying trends and variances, and preparing reports that support informed business decisions.

This role assists with budgeting, forecasting, financial modeling, cash flow analysis, and month-end and year-end activities while partnering with Finance and operational leaders to ensure financial information is accurate, timely, and meaningful. The Financial Analyst is an ideal opportunity for an early-career finance professional who demonstrates strong analytical ability, attention to detail, and an interest in developing their financial planning and analysis expertise.

Key Responsibilities

Financial Reporting & Analysis

• Assist in the preparation of monthly, quarterly, and annual financial reports.
• Analyze revenue, expenses, and operational performance metrics to identify trends and areas requiring further review.
• Perform variance analysis comparing actual financial results against budgets and forecasts.
• Investigate significant variances and assist in identifying underlying business drivers.
• Prepare financial analyses and reports to support management decision-making.

Budgeting & Forecasting

• Support annual budgeting and periodic forecasting processes by gathering, organizing, and analyzing financial and operational data.
• Collaborate with department leaders to collect assumptions and financial information needed for budgets and forecasts.
• Assist with cash flow forecasting and ongoing monitoring of financial performance.
• Update forecasts and supporting schedules as business conditions and assumptions change.

Financial Modeling & Decision Support

• Develop and maintain financial models, spreadsheets, and analytical reports.
• Organize financial and operational data to support business cases, planning activities, and management decisions.
• Analyze historical performance and trends to provide meaningful financial insights.
• Assist with ad hoc financial analyses and special projects as requested.

Financial Systems & Data Management

• Maintain and update financial databases, spreadsheets, reporting tools, and supporting schedules.
• Review financial information for completeness and accuracy.
• Help ensure consistency and integrity of financial data used for reporting and analysis.
• Identify opportunities to improve financial reporting processes and increase efficiency.

Accounting & Financial Review Support

• Support month-end and year-end close activities as needed.
• Assist Finance with reconciliations, schedules, reporting, and other close-related activities.
• Provide supporting financial information and documentation for internal and external audits.
• Collaborate with Finance and other departments to research and resolve financial discrepancies.

Required Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

Experience

• 0–2 years of experience in finance, accounting, financial planning and analysis (FP&A), or a related analytical role.
• Relevant internship experience in finance, accounting, FP&A, or business analytics preferred.
• Recent graduates with relevant education, internship experience, or demonstrated analytical skills are encouraged to apply.

Technical Skills

• Financial Analysis: Basic understanding of financial statements, financial reporting, budgeting, forecasting, and variance analysis.
• Microsoft Excel: Proficiency in Excel with the ability to organize, analyze, and present financial data effectively.
• Financial Modeling: Ability to develop and maintain spreadsheets and basic financial models used for reporting, forecasting, and decision support.
• Data Analysis: Ability to evaluate financial and operational data, recognize trends, and identify discrepancies or areas requiring additional analysis.
• Microsoft Office: Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Financial Systems: Ability to learn and effectively utilize financial databases, accounting systems, and reporting tools.

Behavioral Competencies

Analyzing — Evaluates financial and operational information carefully, identifies patterns and relationships within data, and uses available information to reach logical conclusions.

Planning and Organizing — Establishes priorities, manages multiple assignments effectively, and completes work accurately within established deadlines.

Delivering Results and Meeting Expectations — Takes responsibility for assigned work, maintains high standards for accuracy and quality, and follows through on commitments.

Working with People — Collaborates effectively with Finance, department leaders, and other stakeholders and maintains professional working relationships across the organization.

Skills

Analytical Skills — Evaluates financial and operational data, identifies trends and variances, and uses findings to support informed business decisions.

Attention to Detail — Maintains a high level of accuracy when preparing, reviewing, and analyzing financial information, reports, and supporting documentation.

Problem Solving — Identifies discrepancies or financial issues, investigates potential causes, and works toward practical and well-supported solutions.

Financial Acumen — Demonstrates an understanding of fundamental finance and accounting concepts and applies that knowledge appropriately when analyzing business performance.

Organization & Prioritization — Effectively manages multiple assignments, competing priorities, recurring reporting responsibilities, and deadlines.

Communication — Communicates financial information clearly and professionally and adjusts the level of detail based on the audience.

Collaboration — Works effectively with Finance, operational leaders, and cross-functional partners to gather information and accomplish shared objectives.

Accountability — Takes ownership of assigned analyses, reports, deadlines, and deliverables and follows through on commitments.

Adaptability — Adjusts effectively to changing priorities, reporting requirements, business needs, and financial processes.

Continuous Learning — Demonstrates curiosity and initiative in developing financial, analytical, technical, and business knowledge.

Professionalism — Demonstrates integrity, discretion, sound judgment, and professionalism when handling confidential financial and organizational information.

Work Environment & Physical Requirements

• [In-office/remote/hybrid] position.
• Ability to sit at a workstation for extended periods.
• Regular use of computers and financial reporting systems.

Compensation & Benefits

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holidays.

Diversity, Equity & Inclusion Statement

MTI America is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.