Experienced Financial Analyst

About the Role

We are looking for an Experienced Financial Analyst to support financial planning, reporting, and analysis in a fast-paced environment. This role requires strong analytical skills, attention to detail, and the ability to communicate insights effectively. The ideal candidate will have experience in private equity-backed companies and a strong understanding of financial metrics, reporting, and forecasting. This is a full time, remote position.

Key Responsibilities

• Financial Reporting & Dashboards
• Prepare weekly dashboards and send email updates with financial insights.
• Generate and maintain monthly backlog reports (ownership may transition over time).
• Prepare and analyze month-end reports, including:
• Utilization metrics
• Effective Rate analysis
• Assist in monthly board reporting by compiling key financial data.
• Budgeting & Forecasting
• Lead the annual budgeting process, working with stakeholders to develop financial targets.
• Prepare monthly projections, comparing actuals vs. projected vs. budgeted figures.
• Bank & Covenant Reporting
• Manage monthly bank package reporting, ensuring accurate and timely submissions.
• Complete quarterly covenant reporting in compliance with financial agreements.
• Commission & Sales Tracking
• Track and analyze weekly commissions and related expenses.
• Provide detailed sales reporting with insights on revenue trends and assist in monthly sales reporting slides for board meetings.
• Utilization & Hours Reporting
• Maintain and distribute scheduling, hours, and utilization reports.
• Cash Flow Reporting
• Prepare and manage the cash flow report on a weekly basis.
• Ad Hoc Analysis
• Support various financial projects and analyses as needed to drive strategic decision-making.

Qualifications & Skills

• Bachelor’s degree in Finance, (MBA or CFA preferred).
• 3-7 years of experience in financial analysis, corporate finance, or a similar role.
• Experience in private equity-backed companies is a plus.
• Strong proficiency in financial modeling, forecasting, and variance analysis.
• Advanced Excel skills and experience with financial planning tools (e.g., Adaptive Insights, Anaplan, Hyperion).
• Experience with ERP systems (SAP, NetSuite, Oracle) is a plus.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and presentation skills, with the ability to summarize complex financial data for leadership.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

 

Pay and Benefits

• Pay range is from $110,000-$120,000
• Health, Vision, Dental & Life Insurance
• Short & Long Term Disability
• Paid Parental Leave
• 3 Weeks Vacation, Sick Leave & Paid Holidays
• 401(K) with a 5% Employer Contribution
• Pet Insurance