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
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