About the role

  • Financial Analyst supporting financial planning and reporting for a fast-growing organization experiencing both organic growth and M&A activity. Collaborating with Accounting, FP&A, and business leaders to improve financial processes.

Responsibilities

  • Support the annual budget cycle, rolling forecasts, and long-range financial planning processes
  • Perform monthly forecasting and variance analysis, providing clear explanations of results versus budget and prior periods
  • Assist Accounting with monthly close activities, including responding to data requests, reviewing actuals, and validating financial results
  • Develop, maintain, and enhance financial models to support business planning and strategic initiatives
  • Build and maintain Power BI dashboards and reports to support executive and operational reporting
  • Prepare financial presentations and materials for management and stakeholders
  • Leverage NetSuite and Excel-based reporting tools (including Excel add-ons) to extract, analyze, and report financial data
  • Perform ad hoc financial reporting and analysis to support business needs
  • Support M&A activities, including financial due diligence, data analysis, and post-acquisition integration support (where applicable)
  • Identify opportunities to improve reporting processes, data accuracy, and automation as the company scales

Requirements

  • 4+ years of experience in financial analysis, FP&A, or a related finance role
  • Strong experience with budgeting, forecasting, and financial planning
  • Advanced Excel skills (financial modeling, complex formulas, pivot tables; Excel add-ins a plus)
  • Hands-on experience with Power BI, including building dashboards, reports, and visualizations
  • Experience assisting with or supporting monthly close processes
  • Strong analytical skills with the ability to translate data into actionable insights
  • Excellent communication and presentation skills

Benefits

  • Flexible work arrangements

Job title

Financial Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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