Junior Financial Analyst

Foundation Partners GroupOrlando, FL

About The Position

The Junior Financial Analyst plays a key role on the Finance team, supporting capital planning, ROI analysis, operational efficiency, revenue growth, and profitability initiatives. This position is responsible for delivering timely financial reporting, maintaining visibility into key performance metrics, and supporting data-driven decision-making. The analyst will prepare executive-level reports, develop dashboards, and provide insights that connect financial performance to business strategy. This role also contributes to budgeting and forecasting processes while partnering with stakeholders across the organization.

Requirements

  • Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
  • 2+ years of experience in Financial Planning & Analysis (FP&A)
  • Experience with financial reporting, budgeting, and forecasting
  • Advanced proficiency in Microsoft Excel (pivot tables, lookups, nested formulas)
  • Strong PowerPoint and presentation skills
  • Excellent analytical, problem-solving, and critical-thinking abilities
  • Strong attention to detail and ability to manage multiple priorities
  • Effective communication skills, including presenting to senior leadership
  • Ability to work in a fast-paced, dynamic environment

Nice To Haves

  • Experience supporting multiple business units

Responsibilities

  • Provide high-quality financial analysis to support long-term organizational growth
  • Analyze financial statements, operational metrics, and KPIs
  • Prepare monthly, quarterly, and ad hoc financial reports
  • Develop executive dashboards and ensure data accuracy and integrity
  • Support annual budgeting and periodic forecasting processes
  • Conduct market analysis and competitive intelligence research
  • Monitor financial performance and provide visibility into key metrics
  • Reconcile accounts, identify discrepancies, and recommend corrective actions
  • Identify opportunities for operational efficiencies and productivity improvements
  • Maintain and validate financial data across systems (accounting, planning, reporting tools)
  • Partner with business leaders to provide actionable financial insights
  • Communicate findings and recommendations clearly to management
  • Support automation of reporting and data extraction processes

Benefits

  • Medical, dental, prescription, and vision coverage
  • Generous paid time off, including vacation, sick time, and holidays
  • 401(k) with company match
  • Company-paid life insurance, short-term disability, and long-term disability
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