Financial Analyst Jobs

About The Position

Requirements

• Excel expertise, with the ability to build and manage complex models
• Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
• Ability to communicate effectively across multiple levels of an organization
• Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers
• Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem-solving
• High energy and initiative
• Excellent with numbers, math & logic
• Bachelor’s degree or equivalent work experience in finance, business, or related field

Nice To Haves

• Experience with Alteryx, Tableau, Vena software
• Insurance or SaaS experience
• Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate

Responsibilities

• Own and lead the end-to-end budgeting and forecasting process, serving as the primary administrator of the Vena Financial System — including P&L governance and cycle management across business units
• Drive the monthly/quarterly close process, producing executive-ready operating materials including variance analyses, bridge explanations, and management commentary that tie actuals to plan/forecast
• Serve as a strategic finance business partner to internal stakeholders — proactively monitoring company performance, identifying risks and opportunities, and delivering financial insights that influence decision-making
• Spearhead automation and process improvement initiatives across daily and monthly reporting workflows, reducing cycle time and increasing forecast accuracy
• Manage and synthesize large datasets, building scalable models and analyses that surface meaningful trends and directly inform business strategy
• Champion AI adoption within the finance function — leverage AI tools, run pilots, and build internal best practices for responsible and effective use of AI in FP&A workflows

Benefits

• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday