Financial Analyst

Job Description

REQUIREMENTS

• Bachelor’s degree in finance, accounting, business, economics, or a related field.
• 3 years of experience in financial analysis, corporate finance, accounting, investment banking, or a related field.
• Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.
• Strong analytical and problem-solving skills with the ability to interpret large volumes of data.
• Excellent attention to detail and commitment to accuracy.
• Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.
• Strong written and verbal communication skills, including the ability to present financial information to non-financial audiences.
• Experience with financial planning and budgeting processes preferred.
• Experience with planning tools such as Adaptive Planning, Anaplan, or similar platforms preferred.
• Experience with business intelligence tools such as Power BI or Tableau is a plus.
• Private equity-backed company experience or investment banking experience is a plus.

RESPONSIBILITES

• Prepare financial reports.
• Analyze financial results, identify trends, and explain variances against budget, forecast, and prior periods.
• Develop ad hoc analyses and reporting related to company performance metrics, key initiatives, and strategic decisions.
• Support the annual budgeting process, including coordination of timelines, deliverables, and financial inputs across departments.
• Partner with business leaders to gather, validate, and analyze assumptions used in forecasts and budgets.
• Maintain and support budgeting and planning tools, ensuring data accuracy and process efficiency.
• Assist with quarterly forecasting and reforecasting activities.
• Conduct cash flow analysis and reporting to support financial planning and decision-making.
• Collect, organize, and analyze data from multiple sources to provide actionable business insights.
• Identify opportunities to improve reporting processes, financial analysis, and data accuracy.

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