Financial Associate (Full-time)

Birmingham, Alabama (Onsite, Local Candidates Only)

Our client is seeking a Budgeting & Forecasting Associate to support financial planning, budgeting, forecasting, and business analysis activities. This full-time, onsite position in Birmingham is responsible for evaluating operating results, delivering financial reporting, and providing analytical insight that supports strategic and operational decisions.

Working closely with leadership and departmental stakeholders in the Birmingham office, this individual will develop forecasts, analyze spending trends, improve reporting processes, and transform complex financial information into actionable recommendations. The position combines financial analysis, data management, process improvement, and executive-level reporting responsibilities.

What You'll Do: Produce recurring financial reports and reporting packages for management and department leaders.

Facilitate the annual budget development process and help establish planning assumptions.

Review actual results against budget and prior-period performance while communicating key drivers behind variances.

Present analytical findings and financial trends to leadership teams and operational stakeholders.

Validate financial and operational data to maintain reporting accuracy and consistency across systems.

Work with large data sets to generate meaningful analysis and support evolving business objectives.

Contribute to special projects requiring financial modeling, business analytics, and strategic evaluation.

What We're Looking For: Background in finance, accounting, business analytics, or a related field of study.

Approximately two to four years of experience in finance, accounting, or analytical business functions.

Strong understanding of financial statements and the factors that influence organizational performance.

Advanced proficiency with Microsoft Excel and experience using reporting, planning, or business intelligence tools.

Ability to organize, cleanse, and interpret large volumes of financial and operational information.

Experience supporting budgeting, forecasting, variance analysis, or strategic planning initiatives.

Professional certifications such as CPA or CFA are beneficial but not required.

Must currently live in the Greater Birmingham, AL area — this requirement is non-negotiable for this role.