Financial Analyst

FinThrive

16d

About The Position

This role involves consolidating and supporting planning and reporting processes, including monthly forecasts, annual budgets, and multi-year outlooks. The Financial Analyst will interact with senior management to discuss risks, opportunities, and forecast variances, providing key business insights to facilitate informed decision-making. The position requires partnering with business leaders to assess and communicate business performance, trends, and strategic trade-offs. Responsibilities include developing timely budget vs. actual and forecast vs. actual reporting, collaborating with accounting during the monthly close process for financial accuracy and variance analysis, and driving process improvement initiatives for new store openings and concepts. The role also supports quarterly financial reporting for board and investor requirements, creates and analyzes financial reporting and KPIs, and builds financial models to generate insights and recommendations. Additionally, the Financial Analyst will identify and drive cross-functional initiatives to improve processes, systems, and automation to support business scaling.

Requirements

Bachelor's degree - Finance, Economics, Mathematics, a related field, or equivalent practical experience
Minimum of 2-5 years of experience
Advanced Excel and PowerPoint skills required
Detail-oriented and ability to produce work with a high degree of accuracy
Superb analytical/quantitative and communication skills
Ownership mentality and demonstrated ability to independently drive projects to completion, with high attention to detail
Demonstrated problem solving ability using statistical analysis or large data sets
A thoughtful collaborator, and great listener, keenly focused on understanding business challenges, building strong relationships, and driving even stronger outcomes
An excellent communicator capable of translating complex, nuanced, or detailed analysis into clear, actionable summaries or recommendations
Comfortable in ambiguity, thrive through change, are highly adaptable, and can create clarity and focus in a dynamic environment
Ability to meet strict deadlines and work under pressure
Builder mentality - identifies problems quickly and is eager to build solutions from scratch, not just improve on others work

Nice To Haves

Tableau/Power BI/Other Business Intelligence tool skills a plus
SQL knowledge a plus

Responsibilities

Consolidate and support all planning and reporting processes, including monthly forecasts, annual budgets, and a multi-year outlook
Interact and communicate with senior management regarding risks & opportunities, and drivers of forecast variances
Provide key business insights which facilitate timely and informed decision-making
Partner with the company’s business leaders in assessing and communicating business performance, trends, and strategic trade-offs
Develop budget vs. actual and forecast vs. actual reporting that is timely and supports key decision-makers
Collaborate with accounting during the monthly close process to ensure accuracy of financials and provide detailed variance analyses
Drive process improvement activities designed to improve performance through evaluating new store openings, and new concepts
Support quarterly financial reporting in conjunction with board and investor requirements
Creates and analyzes financial reporting and KPIs, as requested
Structure, build, and maintain financial and decision-making models to develop meaningful insights and actionable recommendations
Identify and drive cross-functional initiatives to improve processes, systems, and automation to help the business scale