Job Title: Financial Analyst
Job Type: (Remote)
Job Summary:
The Financial Analyst — FP&A is responsible for supporting the organization's budgeting, forecasting, financial reporting, and performance analysis activities. This position analyzes financial and operational data to identify trends, explain variances, develop forecasts, and provide actionable insights that support management decision-making and strategic planning.
The Financial Analyst works closely with Finance, Accounting, Operations, Sales, and other business functions to ensure accurate financial planning, reporting, and analysis.
Key Responsibilities: Support the annual budgeting and financial planning process.
Prepare monthly, quarterly, and annual financial forecasts.
Perform budget-to-actual and forecast-to-actual variance analysis.
Analyze revenue, expenses, profitability, headcount, and operating performance.
Identify key financial and operational drivers affecting business performance.
Develop and maintain financial models for budgeting, forecasting, and scenario analysis.
Prepare monthly management reporting packages and financial presentations.
Develop financial dashboards and key performance indicators (KPIs).
Partner with department leaders to understand financial performance and investigate significant variances.
Assist in developing long-range financial plans and strategic forecasts.
Perform scenario, sensitivity, and what-if analysis to support business decisions.
Analyze financial trends and provide recommendations to improve financial performance.
Support headcount planning, compensation analysis, and workforce budgeting.
Monitor departmental spending and identify opportunities for cost control.
Assist with revenue forecasting and sales performance analysis.
Reconcile financial information with Accounting records and investigate discrepancies.
Extract and analyze financial and operational data from ERP and reporting systems.
Improve financial reporting processes through automation and standardization.
Prepare ad-hoc financial analyses and reports for management.
Support month-end and quarter-end financial reporting activities.
Maintain accurate documentation of financial models, assumptions, forecasts, and reporting processes.
Assist with special projects, business cases, and strategic financial initiatives.
Maintain confidentiality of sensitive financial and business information.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
2–5 years of experience in FP&A, financial analysis, corporate finance, accounting, or a related field.
Strong understanding of budgeting, forecasting, financial statements, and variance analysis.
Advanced Microsoft Excel skills, including financial modeling, pivot tables, formulas, and data analysis.
Experience with financial planning and reporting systems.
Strong analytical and quantitative skills.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
Ability to work independently and collaborate effectively with cross-functional teams.
Ability to manage multiple priorities and meet recurring reporting deadlines.
Preferred Qualifications: MBA, Master's degree in Finance, Accounting, Economics, or a related field.
CFA, CPA, or other relevant professional certification.
Experience with ERP systems such as SAP, Oracle, NetSuite, Workday, or Microsoft Dynamics.
Experience with Power BI, Tableau, or other financial reporting and visualization tools.
Knowledge of SQL, Python, or other data analysis tools.
Experience with financial planning and consolidation systems such as Anaplan, Adaptive Planning, Hyperion, or similar platforms.
Experience supporting executive-level financial reporting and presentations.
Experience with long-range planning, business cases, and strategic financial analysis.
Key Skills: Financial Planning & Analysis (FP&A)
Budgeting & Forecasting
Financial Modeling
Variance Analysis
Management Reporting
Financial Statement Analysis
Revenue & Expense Analysis
Profitability Analysis
Scenario & Sensitivity Analysis
KPI Development
Advanced Excel
ERP & Financial Systems
Power BI / Tableau
Data Analysis
Cost Management
Headcount Planning
Business Partnering
Strategic Planning
Process Improvement
Core Competencies:
Financial Planning: Ability to support accurate budgets, forecasts, and long-range financial plans.
Analytical Thinking: Ability to analyze financial and operational data and identify key business drivers.
Business Partnership: Ability to collaborate with department leaders and translate business activities into financial results.
Financial Modeling: Ability to build and maintain reliable models for forecasting, scenario analysis, and decision support.
Communication: Ability to clearly explain financial results and recommendations to financial and non-financial stakeholders.
Attention to Detail: Ability to maintain accuracy in financial reports, models, forecasts, and calculations.
Problem Solving: Ability to investigate variances and develop data-driven solutions.
Strategic Thinking: Ability to connect financial analysis with business objectives and long-term planning.
