Financial Analyst - Operations
About The Position
The Financial Analyst provides financial guidance to business partners to help them understand performance and optimize strategic and tactical decision-making. The role directly supports accurate planning, reporting, and analysis of the financial performance of assigned areas. The Analyst prepares and coordinates timelines for budgeting and forecasting, ensures stakeholders meet those timelines, and incorporates known contract changes into assumptions. The role loads planning data into financial planning tools and ensures it is represented correctly and consistently in planning and reporting environments. It also provides analysis throughout planning processes to finance and other stakeholders, including analysis for executive presentations, weekly P&L reviews, operations reviews, board decks, and audits. The Analyst evaluates recurring reporting formats, timing, frequency, and recipients to support sound decision-making; explains variances against plans and prior-year results; collaborates with Accounting to ensure accurate P&L representation; and prepares ad hoc analysis as needed. The position is office-based, with an indicated office temperature of 65°F to 75°F and no travel required.
Requirements
- At least 2 years of relevant experience in Finance.
- Understanding of key accounting principles and GAAP.
- Proficiency in Excel.
- Strong communication and collaboration skills.
- Bachelor's degree in Accounting or Finance.
Nice To Haves
- Experience with financial systems and software, such as a general ledger package or financial reporting system.
Responsibilities
- Prepare, communicate, and align on timelines for assigned areas of budgeting and forecasting.
- Ensure planning timelines are met and work with stakeholders to incorporate known contract changes into assumptions.
- Load planning data into financial planning tools and ensure it is represented correctly and consistently in planning and reporting environments.
- Prepare and provide analysis throughout planning processes to finance and other stakeholders.
- Prepare analysis for monthly and quarterly executive presentations, including board decks, operations reviews, and audits.
- Assist with weekly P&L reviews with business partner leadership.
- Assess recurring reporting formats, timing, frequency, and recipients to ensure reporting supports decision-making.
- Explain variances versus plans and prior-year results, providing insights and guidance to internal business partners.
- Collaborate with Accounting to ensure the P&L correctly represents business activities.
- Create ad hoc analysis for business customers as required.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
