About this role
Job Summary / Objective
The Financial Analyst supports financial planning, forecasting, budgeting, reporting, and business analysis activities. This role partners with Finance and business leaders to deliver reporting, financial models, variance analyses, and actionable insights. The analyst contributes to decision-making while continuing to develop advanced FP&A, modeling, and business analytics skills.
Duties & Responsibilities
•Assist in preparing monthly, quarterly, and annual financial reporting packages.
• Support budget, forecast, and long-range planning processes.
• Perform variance analysis against budget, forecast, and prior periods.
• Assist in developing and maintaining financial models used for forecasting and profitability analysis.
• Analyze trends, KPIs, and operational drivers.
• Prepare presentations for management.
• Assist with pricing and profitability analysis.
• Support Power BI dashboard and report improvements.
• Perform ad hoc analyses and special projects.
Qualifications
Education | Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field required. MBA, accounting certification, or advanced degree preferred but not required. |
Skills / Certifications | Advanced Excel skills, including PivotTables, lookup and reference functions, and data analysis Strong analytical, problem-solving, and financial modeling abilities Effective communication skills Strong attention to detail; and the ability to manage multiple deadlines Experience working with large data sets or using AI tools is a plus but not required Quick learning ability and self-motivation are highly valued |
Professional Experience | 1-3 years of experience in FP&A, financial analysis, corporate finance, banking, accounting, business analytics, or a related analytical role. Experience with budgeting, forecasting, reporting, financial modeling, and variance analysis, financial services experience is a plus but not required.
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