Job title: Financial Analyst
Location: [Company location]
Reports to: [FP&A Manager or Finance Director]
Employment type: [Full-time]
Job summary:
We're looking for a Financial Analyst to support budgeting, forecasting, and business analysis at [company name]. The right person builds clear financial models, finds what drives results, and explains numbers to business leaders.
Financial analysts help leaders make decisions based on data. Accurate forecasts and analysis improve planning, spending, and profitability.
Key responsibilities:
- Build and update the annual budget and rolling forecasts in [Workday Adaptive Planning, Anaplan, Pigment, or Excel].
- Create financial models in Excel for planning and investment decisions.
- Analyze actual results against budget and explain variances.
- Prepare monthly reports and dashboards for leadership.
- Track key performance metrics such as revenue, margin, and unit economics.
- Partner with department leaders to plan headcount and spending.
- Pull and analyze data from [NetSuite, Salesforce, or the data warehouse].
- Build reports and dashboards in [Power BI, Tableau, or Looker].
- Support board and investor presentation materials.
- Find ways to improve forecasting accuracy and reporting speed.
Qualifications: - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- [X]+ years of financial analysis or FP&A experience.
- Advanced Excel skills, including financial modeling.
- Experience with BI or planning tools.
- Understanding of financial statements.
- Strong analytical and presentation skills.
Skills: - Financial modeling.
- Forecasting and budgeting.
- Variance analysis.
- Data visualization.
- Business partnering.
- Clear communication of insights.
Nice to have: - CFA Level I or progress toward an MBA.
- SQL skills.
- Experience in [industry].
Benefits: - [Health, dental, and vision insurance, or private medical cover]
- [Retirement plan, such as a 401(k), pension, or superannuation]
- [Paid time off and holidays]
- [Remote or hybrid work options]
- [CFA or FMVA exam support]
- [Salary range]
