Financial Analyst (FP&A)

Position Overview:

We are seeking a proactive and detail-oriented Financial Analyst to join our team. This role is

pivotal in driving strategic decision-making by providing comprehensive financial analysis,

forecasting, and actionable insights. The ideal candidate will bring a high competence in

Excel/Google Sheets and a baseline understanding of accrual accounting and forecasting

methodology.

Key Responsibilities:

● Financial Model Creation: Utilize Google Sheets/Excel to create models for new clients

using internally-developed templates

○ Set up universally applicable forecasts:

■ Operating/fixed expenses based on historical information

■ Amortization schedules based on existing loan documents

■ Working capital based on historical ratios

○ Set up client-specific forecasts

■ Gain an understanding of the clients business model and revenue

streams

■ Understand the underlying drivers of revenue and the availability of that

data

■ Work with Senior Analyst or Technical Lead to develop revenue, COGs,

and variable expense forecasts

● Financial Model Maintenance & Review: Monthly, update assigned client financial

models with the previous month's actuals, after accounting close

○ Review models for errors in mapping, calculation/reference errors, and other

spreadsheet errors

○ Perform initial review of actuals vs forecast and compile a report of:

■ Identified material fluctuations and their causes

■ Developing trends (e.g. decreasing gross margins)

■ Suggested model improvements/changes (e.g. expenses that need to be

added to the budget; changes that need to be made to revenue models)

○ Integrate any new client info received from the Senior Analyst/Strategic Finance

Lead

● Creation & Updating of Ad-Hoc Analyses

From internally developed templates/examples from other clients, implement

non-model analyses for select clients, including customer retention analysis and

customer profitability analysis

Monthly, updated analyses

● Client Documentation: Maintain ongoing, centralized documentation of client

information, including current financial status (summarized by KPIs), upcoming key

changes, the status of a financial model, and other analyses. Documentation should be

clear and concise enough to be easily handed over to another financial analyst

Qualifications:

● Bachelors degree in Finance, Accounting, Economics, or a related field

● 2-3+ years of experience in financial analysis or financial reporting

○ Experience in accounting is a plus

● Strong-expert-level proficiency with Google Sheets/Excel

● Experience with QBO and some knowledge of databases & database language is a plus

● Excellent communication and presentation skills, with the ability to convey complex

financial concepts to diverse audiences.

● Strong problem-solving skills, attention to detail, and results