Jr Finance Analyst

Panorama Mortgage Group LLC • Franklin Township, OH

4d

About The Position

A Junior Financial Analyst is responsible for supporting the finance team by preparing financial reports, maintaining financial models, reconciling data, and assisting with budgeting and forecasting activities. This role focuses on ensuring data accuracy, supporting reporting processes, and developing foundational financial analysis skills while collaborating with cross functional teams to support business operations and decision making.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 0 to 2 years’ experience in finance, accounting, data analysis, or related field (internship experience acceptable).
• Strong proficiency in Microsoft Excel including formulas, pivot tables, and data organization.
• Basic understanding of financial and accounting principles.
• Strong attention to detail and commitment to data accuracy.
• Ability to manage multiple tasks and meet deadlines in a structured environment.
• Strong communication skills with the ability to explain financial information clearly.
• Willingness to learn financial modeling and reporting best practices.
• Skilled in data organization and financial reporting support.
• Proficient in Excel and structured data management.
• Basic knowledge of budgeting and financial reporting concepts.
• Strong analytical and problem solving skills.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Excellent time management and organizational skills.
• Ability to follow standardized processes and maintain documentation.
• Proficiency in English

Nice To Haves

• Familiarity with financial systems or data tools (e.g., QuickBooks, SAP, Oracle, Power BI, Tableau) is a plus.

Responsibilities

• Prepare recurring financial reports including branch, channel, and departmental financial performance.
• Maintain and update financial models created by senior finance team members.
• Develop and maintain key performance indicator (KPI) reports.
• Prepare clear and accurate financial summaries for internal stakeholders.
• Reconcile financial and operational data across systems to ensure reporting accuracy.
• Assist with monthly and quarterly variance tracking against budgets.
• Support the annual budget preparation process by gathering and organizing departmental inputs.
• Assist with documenting financial processes and maintaining reporting procedures.
• Assist with identifying opportunities to improve reporting efficiency.
• Support margin tracking and profitability analysis across business units.
• Assist with tracking expenses and identifying areas for cost visibility and efficiency.
• Collaborate with cross-functional teams to gather data and support reporting needs.
• Provide financial information support to departments as requested.
• Support communication between finance and operational teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees