Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
About the role
- Financial Analyst reporting directly to the VP of Finance at Nth Degree. Responsible for budgeting, forecasting, and variance reporting for multiple lines of business in a hybrid work model.
Responsibilities
- Variance reporting in multiple lines of business
- Budgeting and Forecasting
- Creating & maintaining Sales & Operations KPI Dashboards
- Margin analysis reporting & identification of key drivers
- Process improvement recommendations
- Analyze industry trends & sales performance.
- Prepare & deliver presentations to management team.
- Other duties as assigned.
Requirements
- Bachelor’s Degree in Finance or Accounting
- 3 – 5 years of experience as a Financial Analyst
- High level Excel Skills
- Experience with Budgeting
- Experience with Power BI a plus
- Ability to work independently while meeting deadlines.
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