Financial Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4–7 years of experience in financial analysis, corporate finance, FP&A, equity or industry research, consulting, or similar work.
• Strong ability to analyze financial statements and assess a company’s financial condition and strategic position.
• Experience researching industries and markets and drawing business conclusions from them.
• Advanced Excel and financial modeling skills, including scenario and sensitivity analysis.
• Excellent written and verbal communication skills, including the ability to present a clear, concise point of view to senior leaders.
• Curiosity, sound business judgment, and comfort working independently on open-ended questions.

Nice To Haves

• Experience with research tools such as S&P Capital IQ, Bloomberg, PitchBook, or industry databases.
• Familiarity with client credit risk assessments, contract or pricing analysis, and cash flow forecasting.
• Experience with ERP systems such as NetSuite, SAP, or Oracle, and BI tools such as Power BI, Tableau, or Domo.
• Background in a B2B environment with large enterprise clients.
• Distribution or construction industry experience, including exposure to commodity-driven markets.

Responsibilities

• Build a portfolio-level view of the financial health of the largest clients using public filings, earnings calls, ratings agency updates, news, and relationship data.
• Maintain a client health scorecard covering liquidity, leverage, profitability, growth, ownership or leadership changes, and early-warning indicators.
• Assess concentration risk and identify the clients and segments that drive revenue, margin, and growth.
• Deliver regular client portfolio reviews to the Controller and senior leadership, including risks, opportunities, and recommended actions.
• Share client insights with the Credit team while leaving credit limits and approvals to Credit.
• Partner with Sales and Operations on high-value or strategically important accounts and contribute financial and market perspectives to account planning.
• Monitor industry trends, competitor activity, regulation, and macroeconomic conditions across clients’ industries.
• Translate market developments into implications for clients, revenue outlook, and company strategy.
• Produce concise monthly or quarterly industry briefings for leadership.
• Provide benchmarks and market data for strategic planning, budgeting, and account planning.
• Track commodity and raw material prices, supply chain disruptions, and other indicators that could affect clients or company exposure.
• Evaluate the financial impact of client pricing, payment terms, rebates, and volume commitments on margin and working capital.
• Identify patterns in client terms and recommend standards and guardrails.
• Advise commercial teams on the economics of significant or non-standard deals.
• Contribute client and industry insights to the rolling cash flow forecast, especially expected timing of large client inflows.
• Model cash flow scenarios, such as a major client slowing payments or an industry downturn, and assess their effects on liquidity.
• Partner with Accounting on forecast assumptions and variance explanations.
• Turn complex analysis into executive-ready presentations and dashboards.
• Lead ad hoc strategic analyses requested by the Controller and leadership.

Benefits

• Competitive benefits package.
• 4 hours of community service time per month.
• 4 hours of personal development time per month.
• Investment in community and personal development.