Financial Analyst

DOXA•Fort Wayne, IN
•Hybrid

About The Position

The Financial Planning & Analysis (FP&A) Analyst will support the Finance team in delivering financial reporting, forecasting, budgeting, and business analysis across multiple business units. This role is an excellent opportunity for an early-career finance professional to gain exposure to executive reporting, business performance analysis, and strategic decision-making within a rapidly growing organization. The FP&A Analyst will work closely with finance leadership and business partners to help maintain financial models, prepare reporting packages, analyze business performance, and identify trends that support operational and financial decisions. The ideal candidate is analytical, detail-oriented, intellectually curious, and eager to learn.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • 0-3 years of experience in FP&A, corporate finance, accounting, financial reporting, investment banking, consulting, or related analytical roles
  • Strong proficiency in Microsoft Excel
  • Experience with PowerPoint and financial presentations
  • Strong analytical and problem-solving skills
  • Ability to work with large datasets and summarize findings clearly
  • Strong attention to detail and organizational skills
  • Effective written and verbal communication skills
  • Ability to prioritize multiple projects in a fast-paced environment
  • Eagerness to learn new systems, tools, and business concepts

Nice To Haves

  • Internship experience in finance, accounting, banking, or analytics is a plus
  • Experience with financial reporting tools, Power BI, or ERP systems is a plus

Responsibilities

  • Assist with monthly financial reporting, including P&L reporting, operational metrics, and performance dashboards
  • Prepare and analyze variance reports comparing actual results to budget, forecast, and prior-period performance
  • Support quarterly forecasting and annual budgeting processes
  • Maintain and update financial models used for forecasting and business planning
  • Assist in the preparation of executive reporting packages and management presentations
  • Analyze financial and operational data to identify trends, opportunities, and areas of concern
  • Support KPI reporting and help ensure consistency and accuracy across reporting processes
  • Partner with accounting and business teams to gather information and validate financial results
  • Assist with sales incentive reporting and compensation analysis
  • Support ad hoc reporting requests and special projects for finance leadership
  • Participate in process improvement and reporting automation initiatives
  • Contribute to data validation and reporting enhancement efforts as the organization continues to scale

Benefits

  • Vacation and sick compensation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Long-term and short-term disability insurance
  • Matching 401(k) plan
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