Financial Analyst I

ConServe•Fairport, NY

7d•Remote

About The Position

The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through financial modeling, reporting, and analysis that drives business decision-making. This role plays a key part in maintaining and enhancing financial models, supporting budgeting and forecasting processes, and developing operational and financial insights. This position will also support ongoing system enhancements and reporting initiatives, including the transition of financial systems and expansion of business intelligence tools. The ideal candidate is analytical, detail-oriented, and eager to learn new tools and technologies, including emerging AI capabilities that enhance financial analysis and modeling.

Requirements

1+ years of experience in financial analysis, FP&A, accounting, or a related field preferred (internships and academic experience considered)
Strong Excel skills, including formulas, data analysis, and modeling fundamentals; exposure to advanced functionality (e.g., complex formulas, automation, or macros) is preferred
Academic or professional experience in analytical, quantitative, or statistical problem-solving preferred (e.g., finance, economics, mathematics, data analysis)
Strong analytical and critical thinking skills, with the ability to solve problems and interpret data
Effective communication skills, with the ability to clearly explain financial and analytical concepts
Strong organizational skills with attention to detail and the ability to manage multiple priorities and meet deadlines
Exposure to business intelligence or reporting tools (e.g., Qlik, Power BI, Business Objects) preferred
Self-starter with the ability to take initiative and adapt quickly in a changing environment
Demonstrated curiosity and willingness to learn in a fast-paced, evolving environment
Interest in learning new systems, tools, and technologies, including financial systems and emerging AI-supported tools (e.g., Microsoft Copilot)
The ability to telework. A teleworker is defined as an employee who works for ConServe from a home, or other remote office, for all of the regularly scheduled work week. A teleworker uses telecommunication technologies, including, but not limited to, soft telephones, virtual facsimiles, computers, electronic mail, and remote Internet connections to access work remotely on a pre-determined basis
A secure internet connection, to plug in ConServe equipment into a hardline Ethernet port
A private work area in which work activities can be conducted
U.S. Citizenship or lawful Permanent Resident alien with three or more years as a permanent resident in the United States
Ability to obtain and maintain Government Security Clearance
No conflicts of interest with ConServe or our Clients

Nice To Haves

MBA preferred
exposure to advanced functionality (e.g., complex formulas, automation, or macros) is preferred
Exposure to business intelligence or reporting tools (e.g., Qlik, Power BI, Business Objects) preferred

Responsibilities

Assist in the preparation of the annual budget and ongoing maintenance of the rolling multi-year financial plan
Develop, maintain, and enhance revenue, recovery, and financial models, including variance analysis to identify key performance drivers
Prepare and update recurring forecasts and projections (monthly revenue, weekly projections, cash flow, and balance sheet)
Analyze financial results (MTD/YTD vs. budget/forecast), identify variances, and communicate actionable insights to management and budget owners
Prepare and support recurring management reporting, including financial statements, KPI reporting, and performance tracking
Support the development and evaluation of financial targets, budgets, and modeling improvements to ensure accuracy and quality control
Maintain and enhance reporting tools, dashboards, and business intelligence solutions (e.g., Qlik Sense), ensuring data accuracy and efficiency
Review and update operational incentive models and bonus calculators
Support system implementations and enhancements impacting financial reporting (e.g., Great Plains, Business Central, Solver)
Identify and implement opportunities to improve reporting efficiency, automation, and data integrity
Support special projects, including operational analysis, efficiency initiatives, and ad hoc business needs
Demonstrate a willingness to adopt new technologies (e.g., Microsoft Copilot) to improve financial analysis and workflows
Adhere to ConServe’s Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program