Financial Analyst

Job Summary:

To support the Finance team and business leaders by providing accurate financial analysis, reporting, project support, and month-end accounting assistance. This role is intended to support operational decision-making through timely analysis, reliable reporting, and hands-on execution of finance and accounting activities.

This role will assist with budgeting, forecasting, variance analysis, business cases, process improvement projects, and month-end close responsibilities, while developing the commercial and operational knowledge required to grow into a broader business partnering role.

Responsibilities

• Financial Analysis and Reporting
• Prepare recurring financial reports, analysis, and schedules to support business unit reviews and management reporting.
• Assist with monthly P&L analysis, including identifying key variances, trends, risks, and opportunities.
• Support the preparation of budget and forecast schedules in partnership with Finance team members and functional leaders.
• Maintain and improve reporting files, templates, dashboards, and supporting schedules.
• Provide timely analysis on results and operational drivers.
• Month-End Accounting Support
• Support the month-end close process, including preparation and review of journal entries, accruals, reclasses, and supporting documentation.
• Assist with P&L reviews, variance explanations, and account analysis during close.
• Support revenue, cost, payroll, intercompany, and balance sheet review processes as assigned.
• Help ensure month-end schedules are complete, accurate, and properly supported.
• Assist with reconciliations, close checklists, and follow-up on outstanding accounting items.
• Partner with Accounting and Finance team members to research discrepancies and resolve close-related questions.
• Project and Process Support
• Support finance-related projects, including reporting improvements, system enhancements, integrations, automation, and process documentation.
• Build and maintain financial models and analysis to support operational projects, business cases, and decision-making.
• Assist with ROI analysis, cost savings analysis, revenue opportunity analysis, and other ad hoc project work.
• Help document and improve finance processes, reporting procedures, and recurring workflows.
• Participate in cross-functional projects as a Finance representative in a support capacity.
• Business Partnering Support
• Develop an understanding of assigned business units, operational processes, and key performance drivers.
• Attend selected functional meetings to support financial reporting, capture action items, and assist with follow-up analysis.
• Provide responsive support to internal customers by answering finance-related questions and preparing requested analysis.
• Escalate risks, unusual trends, or opportunities for improvement to Finance leadership.
• Cash Forecasting and Working Capital Support
• Assist with cash forecasting, payment tracking, and working capital reporting.
• Support analysis of cash receipts, vendor payments, payroll impacts, and other finance-related cash flow drivers.
• Help maintain forecast templates and provide updates as requested.
• Continuous Improvement and Professional Development
• Proactively look for ways to simplify, automate, or improve reporting and finance processes.
• Develop knowledge of ERP, business intelligence, reporting, and financial planning tools.
• Demonstrate strong attention to detail, ownership, and follow-through.
• Continuously build technical accounting, financial analysis, and business partnering skills.

Qualifications

• Bachelor degree in Accounting, Finance, Business or related discipline
• 2–3 years of experience in accounting, finance, financial analysis, FP&A, or a related role.
• Strong Excel skills, including ability to work with large data sets, formulas, pivots, and recurring reporting files.
• Foundational understanding of accounting principles, month-end close, journal entries, accruals, and financial statements.
• Ability to prepare accurate analysis and clearly explain variances or trends.
• Strong attention to detail and ability to meet deadlines in a close or reporting cycle.
• Comfortable supporting multiple projects, recurring tasks, and ad hoc requests.
• Experience with ERP, BI, dashboarding, or reporting tools preferred.