Financial Analyst

DO & CO•New York, NY

8d•$80,000 - $95,000•Onsite

About The Position

We have an incredible opportunity for a dynamic, energetic, and eager Financial Analyst in New York! This role supports financial and operational decision-making through accurate reporting, variance analysis, and financial modeling. Reporting to the Controller, the Financial Analyst will prepare and analyze labor cost and profit and loss (P&L) reports, explain performance trends, and improve existing Excel-based financial models. This is a heavily Excel-based role. Advanced Microsoft Excel skills are required, and candidates must pass a timed Excel assessment during the interview process.

Requirements

Bachelor’s or master’s degree in Finance, Accounting, Data Analytics, or a related field required.
One to three years of prior experience in a Financial Analyst or comparable analyst role required.
Advanced proficiency in Microsoft Excel required, including pivot tables, lookup functions such as XLOOKUP or VLOOKUP, SUMIFS, complex formulas, data reconciliation, and financial modeling.
Demonstrated ability to work with large datasets and independently maintain, troubleshoot, and improve Excel-based financial models and reports.
Must pass a timed Excel assessment during the interview process.
Strong understanding of financial statements, particularly P&L reporting, as well as budgeting, forecasting, variance analysis, and labor cost analysis.
Strong analytical and problem-solving skills, with the ability to translate financial data into clear, practical business insights.
Excellent attention to detail, organizational skills, and follow-through.
Ability to manage competing priorities and meet reporting deadlines.
Strong communication and interpersonal skills, with the ability to work independently and collaborate with accounting and operations teams.

Nice To Haves

Experience in manufacturing, distribution, or the food industry preferred.
Experience with Microsoft Dynamics NAV (Navision) is a plus.

Responsibilities

Prepare and analyze recurring financial and operational reports in Microsoft Excel, including variance reports, labor cost reports, and P&L reports.
Compare actual results against budgets, forecasts, and prior periods, identifying key drivers of financial performance and explaining significant variances.
Analyze labor costs, revenue, expenses, and margins to identify trends and opportunities to improve operational efficiency and manage costs.
Maintain, improve, and troubleshoot existing Excel-based financial models and reporting templates to strengthen accuracy, consistency, and efficiency.
Consolidate, reconcile, and validate data from multiple sources to ensure reliable financial reporting.
Support annual budgeting, quarterly forecasting, and ongoing financial planning through detailed Excel-based analysis.
Track financial and operational KPIs and communicate findings through clear reports and summaries.
Partner with accounting and operations teams to understand cost drivers, investigate discrepancies, and explain financial results.
Prepare timely monthly, quarterly, and annual reporting to support management decisions.
Complete ad hoc financial analyses and special projects as assigned by the Controller.