Financial Analyst

Why Join Our Client’s Team?

Our client is a well-established service organization with over 50 years of success, offering a stable yet forward-thinking environment where finance professionals can make a meaningful impact.

  • Partner with an executive leadership team that values data-driven decision-making and invests in its people
  • Join a collaborative finance team with strong opportunities for professional growth and development
  • Play a key role in financial planning, analysis, and strategic decision-making across the organization
  • Work in a newly renovated office space designed for productivity and collaboration
  • Enjoy competitive, low-cost healthcare coverage for employees and their families

Salary Range: $80,000 – $100,000

Overview of the Financial Analyst Role

The Financial Analyst will support the organization’s FP&A function, including budgeting, forecasting, and long-range planning. This role is highly visible and partners closely with leadership and cross-functional teams to drive financial insight and accountability.

Key responsibilities include:

  • Support financial planning and analysis (FP&A), including annual budgeting, forecasting, and long-range planning
  • Develop and maintain financial models to support strategic initiatives and business decisions
  • Analyze financial performance, identify trends, and deliver actionable insights to leadership
  • Partner with operations and department leaders to monitor performance and drive accountability
  • Prepare monthly, quarterly, and annual financial reporting packages
  • Assist with month-end close activities by reconciling actuals to forecasts in collaboration with accounting
  • Perform variance analysis and monitor key performance indicators (KPIs)
  • Identify opportunities to improve reporting processes, financial models, and analytical tools
  • Support cash flow forecasting and ad hoc financial analysis requests
  • Present financial results and recommendations to finance leadership

Preferred Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 3+ years of experience in FP&A, financial analysis, corporate finance, or similar role
  • Strong financial modeling skills and advanced Microsoft Excel proficiency
  • Experience with budgeting, forecasting, and variance analysis
  • Ability to interpret complex financial data and translate it into clear business insights
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication skills with the ability to collaborate across departments

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