Junior Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Generate regular financial reports, dashboards, and analyses for Finance and business leadership.

• Evaluate revenue, expenses, profitability, utilization, and other essential financial metrics.

• Aid in the monthly, quarterly, and annual financial reporting procedures.

• Investigate and clarify variances between actual outcomes, budgets, and forecasts.

• Detect trends, anomalies, and opportunities through the analysis of financial and operational data.

• Assist in preparing management presentations and financial summaries.

• Deliver financial analysis and insights to business leaders and the CFO.

• Contribute to the annual budgeting and periodic forecasting activities.

• Maintain financial models, forecasts, and related schedules.

• Gather and verify financial data from departments and business units.

• Monitor performance against budgets and forecasts, and communicate significant variances.

• Support scenario analysis and ad hoc financial modeling efforts.

• Evaluate financial performance across projects, clients, and business units.

• Track revenue, costs, margins, utilization, and other financial indicators.

• Collaborate with business leaders to provide financial information and reporting.

• Identify potential issues related to billing, revenue, expenses, or profitability.

• Analyze staffing, utilization, and operational metrics that influence financial performance.

• Develop analyses that support strategic business decisions by leadership.

• Enhance financial processes, reporting tools, and procedures.

• Identify process deficiencies and propose practical solutions.

• Create and maintain financial models, templates, and reporting methodologies.

• Automate or streamline recurring financial analyses.

• Ensure consistency and visibility in financial reporting.

• Assume responsibility for projects and processes.

• Assist with accounts receivable, accounts payable, billing, and other finance-related tasks.

• Support internal and external audit inquiries.

• Conduct research and prepare ad hoc financial analyses for leadership.

• Provide analytical support to the CFO and Finance team for special projects and strategic initiatives.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or a related discipline.

• 2–5 years of pertinent experience in financial analysis, FP&A, accounting, business analysis, or a related field.

• Strong analytical and problem-solving capabilities.

• Exceptional attention to detail and a commitment to accuracy.

• High proficiency in Microsoft Excel, including formulas, pivot tables, lookups, and data manipulation.

• Excellent organizational and time-management abilities.

• Strong written and verbal communication skills.

• Effective interpersonal skills with business leaders, Finance leadership, and the CFO.

• Comfortable presenting financial data and explaining financial concepts to non-financial stakeholders.

• Ability to work autonomously in a remote setting while maintaining a collaborative spirit.

• Proven initiative, curiosity, and readiness to take ownership of tasks.

• Preferred: experience in a private equity-backed company or private equity financial reporting.

• Preferred: experience in managed services, professional services, consulting, technology, or telecommunications.

• Preferred: familiarity with NetSuite or other ERP, accounting, project management, or financial reporting systems.

• Preferred: experience with Power BI, Tableau, or similar business intelligence/reporting tools.

• Preferred: experience in budgeting, forecasting, financial modeling, and variance analysis.

• Preferred: understanding of revenue, gross margin, project profitability, utilization, and professional services financial metrics.

• Preferred: experience analyzing performance across various projects, clients, or business units.

🏝️ Benefits

• Competitive salary plus performance-based bonuses.

• Comprehensive benefits package, including medical, dental, vision, and 401(k).

• Generous paid time off and wellness opportunities.

• Continuous professional development and educational opportunities.